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March 28, 2024
Posts in category: Client Spotlight Series
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Category: Client Spotlight Series
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Case Study: How a Top 10 Broker Reduced Check Processing Overhead by Over 50%
When this Top 10 Broker engaged with ePayPolicy to streamline and automate their check reconciliation process, they didn’t know how powerful the results could be.
October 9, 2023
CheckMate Changes Checks for BSR
Download Case Study Microplastics. The smell in the break room when someone microwaves salmon. Paper checks. Some things linger, despite our hopes otherwise. And so, we adapt. The inefficiencies of paper check payments drove ePayPolicy’s founders to create their core platform for online payments 8 years ago. They saw how
September 21, 2023
Case Study: MGA is First to Launch Automated Check Reconciliation
Bailey Specialty Risks, Inc. (BSR) recently launched CheckMate, our machine learning powered check reconciliation solution, becoming the first customer to utilize every ePayPolicy service. As a wholesale insurance MGA that offers professional lines, their journey with us has been unique, and it continues to broaden and deepen. An indirect route
March 27, 2023
Riskguard Insurance Solutions Goes “Full Digital” with ePayPolicy
Riskguard Insurance used to have two digital payment solutions: one for ACH payments and another for credit card payments. Not ideal, to say the least. Last year, they switched to ePayPolicy. Check out our newest blog where CEO Irene Herman explains what a game-changer ePay has been to the company and their clients.
January 11, 2023
How Libke Insurance Stays Ahead of the Digital Curve
The agency had been using Simply Easier Payments for about 3 years when they switched over to ePayPolicy in 2017. ePayPolicy had a more professional look, especially because they were able to use their branding on their payment page.
November 18, 2022
CS&A Insurance Gets Paid Lightning Fast with ePayPolicy
Accounting Director Carrie Davis describes how her agency came to offer digital payments. Several CS&A clients had been asking about paying their premiums with a credit card. She looked into options through their AMS vendor. But it seemed complicated and expensive and “not something we wanted to deal with.” Then,
July 21, 2022
This PFC Keeps Growing with Digital Payments
Agile Premium Finance (Agile) is one of our longest-running partners and in many ways we have grown up together. Agile has been offering digital payments through ePayPolicy since their founding in 2017. President & COO Bob Przespolewski describes the relationship this way: “We’ve grown together to provide our customers an
April 19, 2022
Customization is King at This Insurance Firm
Universal Insurance Programs (UIP) has been using ePayPolicy for three years. According to Business Operations Manager Edin Nadarevic, their primary motivation was to streamline internal processes. He says, “We did collect electronic payments, but it was done manually in-house. We know that checks will never go away entirely. The reason
March 30, 2022
ePayPolicy Helps Increase Quote-to-Bind Ratio (Among Other Pluses)
Coast General Insurance Brokers provides commercial lines and employee benefits coverage for California business owners. Niche industries include attorneys, contractors, food services, and truckers. Director of Operations/Senior Account Manager Angelina Lopez says: “We’re here to make their lives easier.” One way they make things easier is offering payment options. The
January 26, 2022
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