Client Toolkit
We're here to help you and your team increase utilization of digital payments.
Where are you with ePayPolicy now?
I Just Launched ePayPolicy
Email Template for Clients
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Hello,
We are excited to announce that (AGENCY NAME) is now accepting digital payments!
We’ll be including a link on your next invoice to access our payment portal. You may also access the portal through the “PayNow” button on our website.
We strive to provide our clients with exceptional services and are excited to offer you the option of paying via credit card or ACH. Plus our payment page is mobile compatible so you can access it on your smartphone.
Please let us know if you have any questions!
Best,
(Company Name)
Internal Announcement
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Hello team,
We've just set up a client payment page through ePayPolicy and can now accept digital payments for all things agency bill.
(INSERT LINK)
With ePayPolicy, we're able to pass the processing fee over to the payer keeping commissions intact.
Additionally, with this new service, we hope to minimize the hassle of collecting paper checks via mail. So, it’s important that our clients are aware of this new service.
When sending out invoices, please share this payment page with your insureds via email, by placing a hyperlinked image in your email signature, or by directing them to the PayNow button on our website.
Your clients may have some questions, so here’s what you need to know:
- ePayPolicy is a secure, PCI-Level 1 Compliant solution
- There are two payment options: ACH (1% fee up to $5) and credit card (3.5% fee)
- We can accept all 4 major credit cards
- Insureds will receive an e-receipt when their payment is made
Please let us know if you have any questions!
Thanks,
(NAME)
Custom Flyer
Social Posts
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Social Post #1
(AGENCY NAME) is now accepting digital payments! We want to offer you the easiest and most secure way to pay your premiums. Find the link to our payment portal on your next invoice. #GoDigital
Social Post #2
We strive to give our clients the best experience, so we started offering digital payments! Go to [agency.epaypolicy.com] to make your next payment via credit card or ACH.
Social Post #3
Tired of writing checks and sending premium payments through the mail? We get you. That’s why we collect payments online in a simple and secure way. Check out our payment page and pay digitally in seconds.
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PayNow Buttons
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6+ Months with ePayPolicy
Email Template for Clients
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Hello,
Did you know that (AGENCY NAME) is a digital payment friendly? You can send your due payments faster and more securely through our online payment portal.
Please bookmark our payment link for future reference: (INSERT LINK). This link can also be found on your invoices or through our “PayNow” button on our website.
We strive to provide our clients with exceptional services and are excited to offer you this option of paying via credit card or ACH.
Please let us know if you have any questions!
Best,
(Company Name)
Digital Payments Flyer
Social Post: Facebook
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Social Post #1
Did you know that we accept digital payments? It’s the fast, simple and secure way to pay your premiums via ACH or credit card! Click the link on your invoice to access our payment portal.
Social Post #2
Tired of writing checks and sending premium payments through the mail? We get you. That’s why we collect payments online in a simple and secure way. Check out our payment page and pay digitally in a matter of seconds.
Social Post #3
We wanted to offer our clients flexibility and convenience, which is why we accept digital payments! We made making payments as easy as paying your Netflix subscription. You can access our payment portal at [agency.epaypolicy.com]
Social Post: Instagram
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Social Post #1
We accept digital payments! Have you used our online payment portal yet? Find the link on your next invoice and give it a try! #GoodbyePaperChecks
Social Post #2
We strive to give our clients the best experience, which is why we offer digital payments! Go to [agency.epaypolicy.com] to make your next payment via credit card or ACH.
PayNow Buttons
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