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ADDING A LOGO AND USERS
See how easy it is to brand your payment page and e-receipts. This video also shows you how to add users to your ePayPolicy account. -
BRANDED PAYMENT PAGE
See how easy it is to use ePayPolicy to speed up your receivables through a branded payment page. -
MANAGEMENT SYSTEM INTEGRATION
See how easy it is to integrate ePayPolicy into your management system. -
TRANSACTIONS AND BATCHES
See how easy it is to track transactions and deposits with the ePayPolicy dashboard.
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RECURRING PAYMENTS (tutorial) - For clients who make installment payments to your company
This week we wanted to highlight our recurring payments feature. This feature is one of many that come along with our custom subscription, and it’s also one of our most effective. If you have clients that are making installment payments to your company, you’ll love this. Take a look at our video to see how it all works!
About ePayPolicy:
Built by insurance professionals for the insurance industry, ePayPolicy is on a mission to replace paper checks for all agency billing. By offering a convenient, secure solution for independent agencies, brokers, MGAs, and premium finance companies, ePayPolicy is transforming the way the independent insurance industry collects payments and sends funds.
👉 Product features: https://epaypolicy.com/features/ -
AUTO PAY (tutorial) - How to save payment information and pay invoices automatically in ePayPolicy
In this video we are covering AutoPay. AutoPay is a feature that will benefit both you and your clients as it offers them the ability to save their payment information when completing payments, and set all future invoices to be paid automatically when they’re due. Take a look at the video to see how it works!
This feature is only available on our integrated payment pages with AMS360, AIM, Sagitta, FinancePro, Veruna, I-Engineering, MGA Systems, Virtual MGA, and Novidea.
About ePayPolicy:
Built by insurance professionals for the insurance industry, ePayPolicy is on a mission to replace paper checks for all agency billing. By offering a convenient, secure solution for independent agencies, brokers, MGAs, and premium finance companies, ePayPolicy is transforming the way the independent insurance industry collects payments and sends funds.
👉 Product features: https://epaypolicy.com/features/ -
INVOICE NOTIFICATIONS (tutorial): How to automate your invoice notification process with ePayPolicy
Today we are highlighting the Invoice Notifications feature here at ePayPolicy. This feature is integration specific, and currently supported by AMS360, Sagitta, AIM, and MGA Systems.
If you’re currently using one of these integrations, or if you’re considering integrating, take a look at the video below to see what this neat feature has to offer, and let us know you’re interested by shooting us a message or leaving a comment below.
About ePayPolicy:
Built by insurance professionals for the insurance industry, ePayPolicy is on a mission to replace paper checks for all agency billing. By offering a convenient, secure solution for independent agencies, brokers, MGAs, and premium finance companies, ePayPolicy is transforming the way the independent insurance industry collects payments and sends funds.
👉 Product features: https://epaypolicy.com/features/ -
AMS360 (tutorial) - How our integration with AMS360 works
AMS360
In this video we are covering our integration with AMS360. If you’re currently using this integration and want to make sure you’re up to speed on all of the features it comes with, or you’re interested in seeing how it works, we’ve got you covered! Take a look at our video below and feel free to leave any questions or comments below!
About ePayPolicy:
Built by insurance professionals for the insurance industry, ePayPolicy is on a mission to replace paper checks for all agency billing. By offering a convenient, secure solution for independent agencies, brokers, MGAs, and premium finance companies, ePayPolicy is transforming the way the independent insurance industry collects payments and sends funds.
👉 Product features: https://epaypolicy.com/features/ -
OUTLOOK SIGNATURE (tutorial) - How to embed an ePayPolicy button into your outlook email signature
Outlook signature
This week we’re posting a tutorial on how to get one of our banners or paynow buttons embedded into your outlook email signature so that it’s clickable for your clients and brings them directly to your branded payment page. This is a great way to get the message out there that you’re now accepting these online payments. Follow along with the video to get this set up for your agency, and let us know how it goes in the comments!
About ePayPolicy:
Built by insurance professionals for the insurance industry, ePayPolicy is on a mission to replace paper checks for all agency billing. By offering a convenient, secure solution for independent agencies, brokers, MGAs, and premium finance companies, ePayPolicy is transforming the way the independent insurance industry collects payments and sends funds.
👉 Product features: https://epaypolicy.com/features/ -
AUTOPAY (tutorial) - How ePayPolicy's AutoPay feature works
AutoPay
This week we are highlighting the AutoPay feature. AutoPay is an integration specific feature with our ePayPolicy integrated pages such as AIM, Sagitta, MGA Systems, AMS360, Veruna, and ALIS.
Take a look at our video covering how it works. If you have any questions or if you’d like to get this set up for your agency please reach out we can get you taken care.
About ePayPolicy:
Built by insurance professionals for the insurance industry, ePayPolicy is on a mission to replace paper checks for all agency billing. By offering a convenient, secure solution for independent agencies, brokers, MGAs, and premium finance companies, ePayPolicy is transforming the way the independent insurance industry collects payments and sends funds.
👉 Product features: https://epaypolicy.com/features/