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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 Pathway Insurance Software?

By implementing automated workflows that activate according to policy expiration dates, client renewals can be completed significantly faster than manual processes. Utilizing broker-approved emails and automated systems that enhance every interaction allows for effective communication with both prospects and policyholders throughout the entire insurance lifecycle. Additionally, by leveraging the highly regarded Net Promoter® survey tool, you can enhance your online reviews and turn around dissatisfied clients, thereby improving overall customer satisfaction. Furthermore, providing policyholders with 24/7 online access to their policy documents, proof of insurance, and billing information can lead to a decrease in call volume and an enhanced customer experience. Discover how Pathway simplifies client attraction and retention for your customer service representatives and brokers. Explore the transformative impact of automated marketing solutions on the operations of agents and brokers, as they adapt to the evolving landscape of the insurance industry. This innovative approach not only streamlines processes but also fosters stronger relationships with clients.

Media

Media

Integrations Supported

Vertafore AMS360
AIM
Applied Analytics
BindHQ

Integrations Supported

Vertafore AMS360
Applied Epic
HawkSoft
Momentum AMP by NowCerts
QQCatalyst

API Availability

API Availability

Pricing Information

$20 per month
Free Version

Pricing Information

$120 per month

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

ePayPolicy

Date Founded

2014

Company Location

United States

Company Website

epaypolicy.com

Company Facts

Organization Name

Pathway

Date Founded

2016

Company Location

Canada

Company Website

www.pathwayport.com

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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Popular Alternatives

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