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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 Fiserv Engagement Advantage?

Engagement AdvantageSM from Fiserv offers a robust solution that equips your business to showcase the billing and payment options desired by your customers, while also enhancing engagement to drive growth and improve your competitive stance in customer experience. Nowadays, customers expect personalized interactions and straightforward choices in every engagement. By catering to diverse preferences and effectively competing on customer experience through innovative technologies and expertise, businesses can streamline operations and avoid unnecessary expenses. There are numerous avenues for bill distribution and several ways to connect with bill recipients. No matter the delivery method, customers invest significant time reviewing their monthly bills; our research shows that individuals typically spend about two to four minutes on each paper bill, with slightly less time on digital versions. Through the use of highly personalized and branded billing, businesses can effectively engage their customers, facilitate cross-selling opportunities, and provide a cohesive experience across multiple channels, ultimately fostering stronger customer relationships. This strategy not only aligns with customer expectations but also contributes to sustainable business growth, ensuring that companies remain competitive in an ever-evolving market landscape. As businesses adapt to these changing dynamics, they can create a more loyal customer base that appreciates tailored services.

Media

Media

Integrations Supported

AIM
ARGO
AXIOM
AdSystem
Allegro Lending Suite
Applied Analytics
Assure Security
BindHQ
Charge-off Loan Tracker
CharityEngine
Coriunder BAAS
Diplomat Managed File Transfer
Kinective Bridge
Paylocity
SkyStem ART
ThingSpace IoT Platform
VGS Platform
Vertafore AMS360

Integrations Supported

AIM
ARGO
AXIOM
AdSystem
Allegro Lending Suite
Applied Analytics
Assure Security
BindHQ
Charge-off Loan Tracker
CharityEngine
Coriunder BAAS
Diplomat Managed File Transfer
Kinective Bridge
Paylocity
SkyStem ART
ThingSpace IoT Platform
VGS Platform
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

Fiserv

Date Founded

1984

Company Location

United States

Company Website

www.fiserv.com/en/about-fiserv/resource-center/brochures/engagement-advantage-present-fact-sheet.html

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

Insurance Agency

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

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