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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 Reveniu?

Streamline the experience of receiving recurring payments in pesos and UF through debit and credit cards, allowing clients to enter their card information just once for automatic future charges, which effectively eliminates the challenges of late payments and the need for follow-ups. This system provides an efficient way to handle subscriptions, recurring payments, and monthly donations, where you can easily define the title, amount, and frequency of payments—whether it's on a monthly, semi-annual, annual, or one-time basis. You can conveniently share your payment link across your website, email communications, or social media, ensuring that once clients provide their payment details, all subsequent transactions occur seamlessly without further action required from them. Moreover, you gain the ability to track payments, access vital customer information, and analyze key growth metrics to better anticipate the future of your business. Reveniu offers valuable assistance in creating a dependable and consistent income stream, enhancing your monthly donations, and providing clearer insights into your financial inflow, which is crucial for understanding your donor demographics. Say goodbye to the intricacies associated with bank mandates and manual transaction reconciliations that often result in lost donations. The platform accommodates a variety of subscription or membership plans—monthly, semi-annual, or annual—ensuring a smooth experience without incurring additional integration costs. This innovative solution not only saves valuable time but also allows you to concentrate more on expanding your business rather than getting bogged down with payment management. By utilizing this service, you can enhance customer satisfaction while fostering stronger relationships with your clients, ultimately benefiting your overall business growth.

Media

Media

Integrations Supported

AIM
Applied Analytics
BindHQ
Chaskiq
Mailchimp
Vertafore AMS360

Integrations Supported

AIM
Applied Analytics
BindHQ
Chaskiq
Mailchimp
Vertafore AMS360

API Availability

Has API

API Availability

Has API

Pricing Information

$20 per month
Free Trial Offered?
Free Version

Pricing Information

$50 per month
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

Reveniu

Company Location

Chile

Company Website

reveniu.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

Recurring Billing

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

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