FAQ: Getting Started
What is required to get started?
Besides 5 minutes not much. Have your basic account information ready, including which bank accounts you would like your funds deposited. If ready click here to get signed up!
My Agency is a Sole Proprietorship, can I use ePayPolicy?
No, currently ePayPolicy does not work with agencies that are a sole proprietorship.
Can I use my payment page for my other business outside of insurance?
Unfortunately, no. ePayPolicy’s payment processing platform is specifically designed and set up for insurance-related payments.
Who can use ePayPolicy?
Independent Insurance Agencies, MGA/Wholesalers, Premium Finance Companies, and Insurance Carriers in the United States and Canada.
Do I need to sign a contract?
No, with ePayPolicy there is no contract, no signup fee, and you can cancel at any time.
Can I use the same account number for my trust and operational accounts?
That depends on your state’s requirements. We recommended checking with your state’s Trusted Choice / BIG I Partner for the most up-to-date regulatory information to ensure your agency stays in compliance.
More questions about ePayPolicy?
Because we serve different company types in insurance, we field a wide range of questions. We’ve collected answers to the most common questions we receive.
