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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 IMS Pro?

IMS Pro is a comprehensive online solution tailored for the management of vehicle insurance specifically intended for clubs, agencies, and brokers. This platform combines a customized website with robust CRM features that facilitate lead handling, customer record management, policy oversight, claims processing, and payment tracking. Teams can efficiently examine inquiries and customer information, gain access to in-depth vehicle policy details, and keep tabs on claim statuses. The software also incorporates website management functionalities, allowing teams to effectively update and manage content on their branded sites, while streamlining the ongoing administration of customer and policy information. Designed for organizations engaged in vehicle insurance operations, along with the agencies and brokers that support them, this solution offers adaptable pricing structures to fit various business requirements. Moreover, its intuitive interface guarantees that all users can navigate the system with ease, enhancing overall productivity and efficiency within their operations.

Media

Media

Integrations Supported

AIM
Applied Analytics
BindHQ
Vertafore AMS360

Integrations Supported

API Availability

API Availability

Pricing Information

$20 per month
Free Version

Pricing Information

Contact for pricing
Pricing is customized according to business requirements.

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Not specified

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Not specified

Company Facts

Organization Name

ePayPolicy

Date Founded

2014

Company Location

United States

Company Website

epaypolicy.com

Company Facts

Organization Name

Technaz

Date Founded

2026

Company Location

Australia

Company Website

technaz.com.au

Categories and Features

Insurance Agency Management

Commission Management
Contact Management
Policy Management

Insurance Billing

Not specified

Integration

Dashboard

Payment Processing

ACH Check Transactions
Debit Card Support
Mobile Payments
Online Payments
Recurring Billing

Recurring Billing

Customer Portal
Dunning Management
Multi-Period Recurring Billing
Payment Processing
Subscription Billing

Categories and Features

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