Quotes and Invoices
Bind policies faster with simple quote creation and delivery – including premium financing – and see it all from your dashboard.
- Get paid fast - From quote to payment in a couple of clicks
- Dashboard to inbox - Send quotes and invoices directly from your dashboard
- Financing included - Connect to your preferred PFC and offer financing
- 10,000+ customers
- PCI LEVEL-1 SECURITY
Features: Quotes and Invoices
Invoices Out, Payments In
No more email attachments, paper statements or “Checks in the mail” conversations. Create new and renewal quotes and send directly from your dashboard for improved payment visibility.
Who Needs QuickBooks?
Access a dedicated quote and invoice tool, built for insurance, included within your dashboard.
Free and easy to use
Greater visibility of open invoices
No AMS integration required
Bind Policies Faster
Build and email quotes in just minutes, offering ACH and online credit card payment flexibility.
Email delivery of invoices
Links directly to the payment page
Pay in full, financed or installment payment options
Add Premium Financing
Include financing with your existing PFC partners, with a finance agreement and recurring presented payments at checkout.
Eliminate back-and-forth to set up financing
Retain relationships with your preferred PFCs
Write payment details to your AMS
quotes and invoices
From Quote to Payment, in Minutes
Quotes and Invoices was built to help insurance companies of all sizes quote and bind faster, saving time for your customers and your accounting team.
Quotes and Invoices FAQs
Does it cost extra to use Quotes and Invoices?
Quotes and Invoices is a free feature with both Essentials and Integrated plans.
Does my management system need to be integrated?
No, but integration may unlock additional benefits that eliminate additional data entry after payment.
What happens after a customer opens a Quote?
They will review the details and have the option to make a payment via your ePayPolicy payment page. Upon completion, e-receipts will be emailed to both you and the insured.
How does it work with premium financing?
Industry PFCs are connected to ePayPolicy’s platform via Finance Connect. Contact Support of your PFC to ensure they’re connected.
