Online Bill Pay Ready
Live Customer
Support
PCI Level 1 Security
Compliant in the U.S. and Canada
Why integrate with Applied CSR24?
With the Applied CSR24 integration, ePayPolicy provides a simple, seamless way to collect payments electronically via credit card or ACH through online bill pay.
Once activated, ePayPolicy automatically syncs electronic payments into EPIC or TAM as activities.

AutoSync
Once payment has been made the invoice automatically writes back into the dashboard and management system
Real-Time Invoicing
Let your insureds review and select which invoices they would like to pay directly from your client portal
Frequently Asked Questions
To set up an integration you will need to switch from your Essentials payment page subscription to an Integrated payment page subscription, which has a $50 monthly fee.
Once your ePayPolicy account is active, visit our integration questionnaire to get started.
Once the questionnaire has been received our support team will be able to activate your integration within 1 - 2 business days.
Yes, your clients will be able to make payments within the mobile app.
Yes, you will still have access to your ePayPolicy payment page as well as your ePayPolicy dashboard.Â
Current ePayPolicy User?
3 Step Activation Process
01. / Sign up for ePayPolicy
02. / Complete the integration form
03. / Start collecting digital payments
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