Down Payments and Installments
Integrated IVR
PCI LEVEL 1
SECURITY
compliant in all
50 states
Why integrate with FinancePro?
With the FinancePro integration, ePayPolicy provides a simple, seamless way to collect payments electronically via credit card or ACH.
Once activated, your insureds can make installment and down payments safely and securely with FinancePro.
Real-time invoicing
Let your insureds review and select which invoices they would like to pay directly from your payment page.
AutoSync
Once payment has been made the invoice automatically writes back into the dashboard and management system.
Autopay
Allow your client to set up a payment method that will automatically pay invoices when due.
Frequently Asked Questions
We’ll add at least two unique identifier fields such as an account number and zip code. Once that information is entered on the payment page the invoices associated with that account will be accessible.
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.
To set up an integration you will need to switch from your Essentials Plan to an Integrated Plan subscription, which is $50 a month.
Yes, you can switch back to the Essentials Plan but the additional features of the integration will be inactive.
Current ePayPolicy User?
3 Step Activation Process
- SIGN UP FOR EPAYPOLICY
- COMPLETE THE INTEGRATION FORM
- START COLLECTING DIGITAL PAYMENTS
