Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 2 Ratings

Total
ease
features
design
support

Alternatives to Consider

  • Macaw AMS Reviews & Ratings
    5 Ratings
    Company Website
  • Zil Money Reviews & Ratings
    605 Ratings
    Company Website
  • QuickFee Reviews & Ratings
    2 Ratings
    Company Website
  • Melio Reviews & Ratings
    2,204 Ratings
    Company Website
  • Process Street Reviews & Ratings
    1,105 Ratings
    Company Website
  • Predict360 Reviews & Ratings
    18 Ratings
    Company Website
  • Regpack Reviews & Ratings
    386 Ratings
    Company Website
  • EBizCharge Reviews & Ratings
    202 Ratings
    Company Website
  • FreshBooks Reviews & Ratings
    5,465 Ratings
    Company Website
  • Coinbase Reviews & Ratings
    10 Ratings
    Company Website

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 TD Bank Merchant Solutions?

Adopt the payment solutions that align with your customers' preferences, allowing for the acceptance of cash, checks, debit and credit cards, as well as modern contactless payments like Apple Pay and Google Pay, all set up on the same day for your convenience. You will have the quick benefit of next-business-day deposits for your funds, and by selecting a TD Premier Business Checking account, you can enjoy waived monthly fees. To embark on this journey, simply gather the required information and complete the online application process. Manage transactions effortlessly, whether they involve cash, checks, online payments via Payeezy and Auth.net, or mobile wallets. Furthermore, utilize the Clover App Market to connect applications across your Clover® devices, offering real-time customization options. In addition, take advantage of a $500 Cash Back offer while still having prompt access to your funds, empowering you to accept payments anytime and anywhere, which significantly boosts your business's flexibility and operational efficiency. By implementing these strategies, you can enhance customer satisfaction and streamline your financial processes.

Media

Media

Integrations Supported

ACCEO Retail-1
AIM
Agicap
Apple Pay
Applied Analytics
Authorize.Net
BindHQ
Clover
Clover Sites
Google Pay
Juvonno
Obol
Olo
PayPal
QuickPOS
Surmount AI
VALID Systems
Vertafore AMS360
Zelle
uLawPractice

Integrations Supported

ACCEO Retail-1
AIM
Agicap
Apple Pay
Applied Analytics
Authorize.Net
BindHQ
Clover
Clover Sites
Google Pay
Juvonno
Obol
Olo
PayPal
QuickPOS
Surmount AI
VALID Systems
Vertafore AMS360
Zelle
uLawPractice

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

TD Bank

Company Location

Canada

Company Website

www.td.com/us/en/small-business/merchant-solutions/

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

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

Popular Alternatives

Popular Alternatives

InsureEdge Reviews & Ratings

InsureEdge

Damco Solutions