Features: Payment Page & Dashboards

A No-Fuss Payment Page for Them. A Comprehensive Dashboard for You

With your logo and custom branding, there's nothing generic about your payment page. It just works. Plus, your dashboard provides a birds-eye view with transaction-level data with every dollar you collect. 

Custom without coding

Give your customers confidence when they pay using your page – complete with your logo, colors and branding. A unique URL ensures your insureds are sure they’re in the right place.

Custom-friendly design

Add things like Image Assists, Recurring Payments, Custom Disclaimers or attachment uploads on a modern, mobile-friendly page to make it easier for insureds to pay in a single page visit.

ePayPolicy Dashboard

Real-time dashboard

See your accounts’ activity with a birds-eye view in real-time.

View Plans

Add Attachments

Attach statements and invoices with the click of a button

Popup Images

Shows payers exactly where to find requested details on their invoices

ePayPolicy Education Center Toolkit

Custom Disclaimer

Be more transparent with customers

ePayPolicy Integrations Batch Payables

Recurring Payments

Set it and forget it

Custom Branding

Choose your colors to match your company's brand

Single Line Form Fields

Provides your team more context when applying funds

Disclaimer Agreement

An extra layer of security before clients hit “Send”

Go Above and Beyond With Integrated Pages

Save hours of double-work by plugging ePayPolicy into your management system.

Integrations

Making your day easier makes our day

Exactly what we needed to improve our billing process. Great product and easy to use. 90% of our agency bill clients use it!
Stan Jones
Dexter Insurance
ePayPolicy is by far the best e-payment solution out there for insurance agents! Highly recommend.
Bradley Flowers
Portal Insurance, Insurance Guys Podcast
User friendly, customizable, looks professional and has saved us money over other merchant service providers!
Livio Gasparini
Safeguard Insurance
We love that we don't have to mess with collecting the fee and extra work in our escrow account. I highly recommend using them! Also nice that we don't have to wait for a check, and can bind faster.
Hannah Callihan
North Central Insurance

There’s More ePayPolicy to Explore

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