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What is ePayPolicy?

One of the most effective ways to collect insurance payments is by utilizing online credit card and ACH transactions. This method significantly speeds up the collection process, improves policy binding times, and creates a positive experience for your customers. Tailored specifically for the insurance industry by experts, ePayPolicy provides a straightforward solution for agents, brokers, MGAs, and premium finance companies to accept electronic payments. With a customized payment page featuring a unique URL, you can easily gather credit card and ACH payments from insured clients. This system not only streamlines the collection and transfer of funds within the insurance sector but also integrates additional features with your management software. You can effortlessly collect digital payments from insured clients and transfer them to your broker and MGA partners without hassle. ePayPolicy's goal is to eliminate the reliance on paper checks, offering a focused solution that enhances the process of digital payment collection and fund distribution within the industry. By simplifying these procedures, ePayPolicy not only boosts operational efficiency but also fosters a more productive relationship between all parties involved. As a result, insurance professionals can devote more time to serving their clients and growing their businesses.

What is AppBind?

AppBind allows you to effortlessly handle and acquire subscriptions for your clients by generating credit cards that automatically charge them when you secure SaaS, advertising, and digital services on their behalf. You won’t have to wait for client approvals, as you can obtain the necessary subscriptions immediately after recognizing what would benefit them. Equip yourself with the essential tools to support your clients while incorporating your management fees for any services you provide through AppBind. By registering clients, you ensure guaranteed lead registrations, alleviating any concerns about managing client credit card details. Make secure purchases using cards you fully control, with all transactions going directly into your AppBind account for straightforward tracking, expensing, and billing tailored to your needs. Say goodbye to the confusion that often comes with credit card statements because AppBind carefully tracks each subscription cost for every client. Additionally, you can manage subscriptions by tracking their status, pausing them, or even transferring them back to clients, ensuring you remain aware of any subscriptions tied to past clients. This efficient system not only simplifies your workflow but also boosts client satisfaction through enhanced transparency and operational effectiveness. By streamlining your subscription management, you can focus more on delivering value to your clients while maintaining a clear overview of your financial dealings.

Media

Media

Integrations Supported

AIM
Applied Analytics
BindHQ
Vertafore AMS360

Integrations Supported

AIM
Applied Analytics
BindHQ
Vertafore AMS360

API Availability

Has API

API Availability

Has API

Pricing Information

$20 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

ePayPolicy

Date Founded

2014

Company Location

United States

Company Website

epaypolicy.com

Company Facts

Organization Name

AppBind

Date Founded

2018

Company Location

United States

Company Website

appbind.com

Categories and Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Integration

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

Payment Processing

ACH Check Transactions
Bitcoin Compatible
Debit Card Support
Gift Card Management
Mobile Payments
Online Payments
POS Transactions
Receipt Printing
Recurring Billing
Signature Capture

Recurring Billing

Customer Portal
Deferred Billing
Discount Management
Dunning Management
Invoice History
Multi-Currency
Multi-Period Recurring Billing
Payment Processing
Recurring Donations
Subscription Billing

Categories and Features

SaaS Management

License Management
Onboarding
Renewal Management
SaaS Operations Management
Shadow IT Detection
Spend Management
Subscription Management
Usage Tracking / Analytics
Vendor Management

Subscription Management

Cancellation Management
Discount / Coupon Management
Dunning Management
Enrollment Management
Product Catalog
Recurring Billing
Revenue Recognition
Revenue Recovery Tools
Self Service Portal
Subscription Plan Management
Tax Management
Trial Management
Usage Tracking/Analytics

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