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We Solve the Payments Headache, Across the Insurance Industry

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ePayPolicy Overview

ePayPolicy is a payment processing software designed to help businesses simplify and automate payment collections. The platform enables businesses to accept payments online, including credit card and ACH payments, making it easier for clients to pay invoices quickly and securely. ePayPolicy’s integration with accounting and billing systems ensures seamless synchronization of financial data and improves efficiency in managing receivables. The software provides customizable payment links, which can be embedded into invoices or emails, offering clients a convenient way to pay. ePayPolicy also includes features for tracking payment history, automating payment reminders, and generating reports, helping businesses stay organized. Ideal for insurance agencies, professional services, and other industries that require streamlined payment processing, ePayPolicy enhances cash flow management and reduces administrative burden.

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Contact Details

  • Vendor Name ePayPolicy
  • Founded 2014
  • Location United States
  • Employees 51-100

Support

  • 24x7 Support 24x7 Support
  • Email Email
  • Phone Phone
  • Chat Chat
  • Knowledge Base Knowledge Base
  • FAQs/Forum FAQs/Forum

Training

  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • On-Premise On-Premise
  • Web-Based Web-Based
  • Windows Windows
  • Mac Mac
  • Linux Linux

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English

ePayPolicy Features

  • Arrow Icon Billing & Invoicing
  • Arrow Icon Customer Portal
  • Arrow Icon Commission Management
  • Arrow Icon Insurance Rating
  • Arrow Icon Claims Management
  • Arrow Icon Reinsurance Administration
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Broker/Agent Portal
  • Arrow Icon Risk Assessment
  • Arrow Icon Underwriting Management
  • Arrow Icon Document Management
  • Arrow Icon ETL
  • Arrow Icon Data Quality Control
  • Arrow Icon Data Analysis Tools
  • Arrow Icon Big Data Analytics
  • Arrow Icon Data Integration
  • Arrow Icon AI/Machine Learning
  • Arrow Icon Data Extraction
  • Arrow Icon Data Mapping
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Insurance Rating
  • Arrow Icon Contact Management
  • Arrow Icon Insurance Policy Management
  • Arrow Icon Document Management
  • Arrow Icon Claims Management
  • Arrow Icon Self Service Portal
  • Arrow Icon Property & Casualty
  • Arrow Icon Commission Management
  • Arrow Icon Policy Management
  • Arrow Icon Life & Health
  • Arrow Icon Workflow Management
  • Arrow Icon Audit Trail
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Activity Tracking
  • Arrow Icon Multiple Data Sources
  • Arrow Icon Database Support
  • Arrow Icon Dashboard
  • Arrow Icon Workflow Management
  • Arrow Icon Data Connectors
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Data Synchronization
  • Arrow Icon Data Import/Export
  • Arrow Icon Web Services
  • Arrow Icon Real-Time Data
  • Arrow Icon Data Management
  • Arrow Icon Data Warehouse
  • Arrow Icon API
  • Arrow Icon Data Extraction
  • Arrow Icon Data Aggregation and Publishing
  • Arrow Icon Configurable Workflow
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Electronic Signature
  • Arrow Icon Billing & Invoicing
  • Arrow Icon In-Person Payments
  • Arrow Icon Recurring/Subscription Billing
  • Arrow Icon Payment Fraud Prevention
  • Arrow Icon Payment Processing
  • Arrow Icon Data Security
  • Arrow Icon Electronic Payments
  • Arrow Icon Multiple Payment Options
  • Arrow Icon Payment Processing Services Integration
  • Arrow Icon Point of Sale (POS)
  • Arrow Icon Online Payments
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Debit/Credit Card Processing
  • Arrow Icon ACH Payment Processing
  • Arrow Icon Mobile Payments
  • Arrow Icon PCI Compliance
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Multi-Currency
  • Arrow Icon Multiple Payment Options
  • Arrow Icon Dunning Management
  • Arrow Icon Revenue Recognition
  • Arrow Icon Payment Processing
  • Arrow Icon Multi-Period Recurring Billing
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Invoice Processing
  • Arrow Icon Contact Database
  • Arrow Icon Deferred Billing
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Bank Reconciliation
  • Arrow Icon Refund Management
  • Arrow Icon Multi-Currency
  • Arrow Icon Subscription Management
  • Arrow Icon PCI Compliance
  • Arrow Icon Self Service Portal
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Tax Calculation

ePayPolicy Pricing

Pricing Type

  • Pricing Type Per Feature

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • Yes Yes

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Basic

$25 Per Feature

Top ePayPolicy Alternatives

View all ePayPolicy Alternatives

FreshBooks

QuickBooks Online

Venmo

QuickBooks Enterprise

ePayPolicy FAQs

ePayPolicy is a payment processing software designed to help businesses simplify and automate payment collections. The platform enables businesses to accept payments online, including credit card and ACH payments, making it easier for clients to pay invoices quickly and securely. ePayPolicy’s integration with accounting and billing systems ensures seamless synchronization of financial data and improves efficiency in managing receivables. The software provides customizable payment links, which can be embedded into invoices or emails, offering clients a convenient way to pay. ePayPolicy also includes features for tracking payment history, automating payment reminders, and generating reports, helping businesses stay organized. Ideal for insurance agencies, professional services, and other industries that require streamlined payment processing, ePayPolicy enhances cash flow management and reduces administrative burden.

  • Yes, ePayPolicy offers a free version.

  • Yes, ePayPolicy offers a free trial.

  • No, Credit Card details are not required for the ePayPolicy trial.

  • ePayPolicy offers the following pricing plans & packages:

    Basic

    $25 Per Feature

  • ePayPolicy supports the following payment frequencies:

    • Monthly Subscription

  • No, ePayPolicy does not offer an API.

  • ePayPolicy offers support with the following options:
    • 24x7 Support , Email , Phone , Chat , Knowledge Base , FAQs/Forum

  • ePayPolicy offers training with the following options:
    • Live Online , Webinar , Documentation , Videos

  • ePayPolicy supports the following languages:
    • English

  • Following are the typical users of the ePayPolicy:
    • Self-Employed , Small-Business , Midsize-Business

  • ePayPolicy supports the following deployment:
    • Cloud Hosted , On-Premise

  • ePayPolicy supports the following devices and operating systems:
    • Web-Based , Windows , Mac , Linux

ePayPolicy Comparisons

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