Joined April 2021 | Last Updated July 2024
ePayPolicy gives customers payment flexibility, while making payments the easiest thing you do. Start with our customizable payment page, branded to your business.
Features & Quick Stats
How ePayPolicy Helps Independent Agents/Brokers: We make taking payments the easiest thing an insurance agency does.
Integrations: View all integration partners
API Capabilities: Custom API integrations available
Partnerships: Big I / Trusted Choice (most states), NetVU Platinum Partner
Certifications/Awards: Fully PCI Compliant
Exclusive Catalyit Deal: Yes – extended free trial
Key Features:
- Easy online payments
- Integrate your premium financing
- Fee flexibility
- Custom branded
- Built for insurance
Website: epaypolicy.com
Contact: [email protected]
Headquarters: Austin, TX
Number of Employees: 100
Area of Operations: United States
Product Reviews
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ePayPolicy Product FAQ
ePayPolicy is the fastest, easiest and most secure way to move money in the insurance industry. There are no contracts, no setup fees, and no hidden fees. Best of all, there is no technical work required to get up and running.
Company Name
ePay3
Product Name
ePayPolicy
How long does it take for an agency to get started?
–
Is your service free to the agency?
No
What is the cost of your service to the agency?
Starting at $25/month
Is your service all-inclusive (i.e., invoicing, premium collection, financing, and pay in full)?
Yes
Any additional information you would like to add that Catalyit customers should know or clarifications for any questions?
ePayPolicy offers easier payment tools, built just for insurance. ePayPolicy’s products bring insurance payments up to speed for agencies, carriers, MGAs and PFCs, with secure online payment pages, automated check processing, payables reconciliation and more. 8,000+ insurance companies trust ePayPolicy and their expert, live support team to handle their payments every day.
Payment types accepted:
ACH, Credit cards, Debit cards
What is the maximum funding per day per account?
Varies by client
Do you have ability for foreign currency exchange?
Yes
Do you provide options to protect against chargebacks, NSF’s, and incorrect banking information?
Yes
Do you provide premium finance options?
Yes
Do you fund within 24-72 hours?
Yes
Do you have the ability to agency brand on payment pages?
Yes
Integrations with Agency Management Systems?
Yes
What AMS systems do you integrate with?
Most of them! All listed here.
Are fully compliant with individual state laws, rules and regulations concerning agencies charging fees in addition to premiums.
Yes
Do you hold a Level 1 PCI Compliance and AOC certifications?
Yes
Do you have live experts available on-demand for training and service questions?
Yes
Where is your live, on-demand support primarily based?
Austin, TX
Need 1:1 Help?
Our team of industry leaders can help you maximize your existing technology, discover and evaluate potential alternatives, and even assist with implementing new solutions in your agency.
Compare ePayPolicy to other solutions on the Catalyit Digital Payments Guide.
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