Client Spotlight Series
A Payments Transformation: How ePayPolicy Solved the Time Crunch for Yorba Linda Insurance Services
Evy Gantenbein
October 22, 2025
Yorba Linda Insurance Services, a California-based family-owned agency celebrating its silver anniversary, understood that their family-centric, personalized ...
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Turning Payments into a Power Move with Angela Adams Consulting
Evy Gantenbein
August 15, 2025
The days of paper checks and endless manual data entry in insurance payments should be something we’re ...
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A Specialty Carrier’s Take: How Human Support & Simplicity Transformed Payments at American Millennium
Evy Gantenbein
June 16, 2025
Discover how American Millennium streamlined insurance payments with human support and intuitive technology. Learn how simplicity and personalized assistance boosted trust and efficiency for their ...
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Streamlining Success: O’Quinn Insurance Finds Efficiency with ePayPolicy and HawkSoft
Alex Werner
April 29, 2025
O’Quinn Insurance Services is a rapidly growing agency, and has been using ePayPolicy since 2021. In an ...
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Case Study: How Top 100 Brokers and MGA’s Share Their Accounting Secrets
Steve Miller
April 1, 2025
We recently sat down with experts from across the insurance industry—including Top 100 Brokers and MGA’s— to talk accounting automation. Read on for a peek ...
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How Broker RK Tongue Uses Finance Connect
Justin Jaksha
July 17, 2024
Download Case Study Insurance brokers are finding innovative ways to boost efficiency and client satisfaction in an ...
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White Paper: 8 Reasons To Consider a New Insurance Payments Processor
Steve Miller
March 28, 2024
Download this white paper: 8 Reasons to consider a new insurance payments provider.
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Case Study: How a Top 10 Broker Reduced Check Processing Overhead by Over 50%
Steve Miller
October 9, 2023
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.
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CheckMate Changes Checks for BSR
Justin Jaksha
September 21, 2023
Download Case Study Microplastics. The smell in the break room when someone microwaves salmon. Paper checks. Some ...
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Case Study: MGA is First to Launch Automated Check Reconciliation
Steve Miller
March 27, 2023
Bailey Specialty Risks, Inc. (BSR) recently launched CheckMate, our machine learning powered check reconciliation solution, becoming the ...
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Riskguard Insurance Solutions Goes “Full Digital” with ePayPolicy
Steve Miller
January 11, 2023
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. ...
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How Libke Insurance Stays Ahead of the Digital Curve
Steve Miller
November 18, 2022
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 ...
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