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Getting Started

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  • ADDING A LOGO AND USERS
  • BRANDED PAYMENT PAGE
  • MANAGEMENT SYSTEM INTEGRATION
  • TRANSACTIONS AND BATCHES
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Quick Tips & Features

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  • NOWCERTS INTEGRATION (tutorial) | How the ePayPolicy integration works within your NowCerts portal.
  • CLIENT TOOLKIT (tutorial) - How to let clients know that you accept digital payments with ePayPolicy
  • DOCUSIGN (tutorial) - How to get your ePayPolicy payment page link attached to invoices in DocuSign
  • PAYABLES (tutorial) - Easy way to send insurance payments directly from your ePayPolicy dashboard.
  • GMAIL SIGNATURE LINK (tutorial) - How to embed an ePayPolicy PayNow button in your Gmail signature
  • INVOICE REMINDERS (tutorial) - How to automate your invoice notification process with ePayPolicy
  • CUSTOM PAGE (tutorial) - Features of the ePayPolicy custom page
  • VOID PAYMENTS AND REFUNDS (tutorial): How you can void payments or send refunds
  • AUTOPAY (tutorial) - How ePayPolicy's AutoPay feature works
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  • OUTLOOK SIGNATURE (tutorial) - How to embed an ePayPolicy button into your outlook email signature
  • AMS360 (tutorial) - How our integration with AMS360 works
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ePayPolicy

Insurance Payments Made Easy

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.

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