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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 William?

William, an innovative automated premium billing and payments solution developed by Certifi, optimizes membership accounting, payment handling, collections, and remittance tailored for digital benefits-based billing. With its capabilities, users can seamlessly conduct fully electronic billing transactions in complex scenarios, including payer-sponsored marketplaces that serve both group and individual audiences, as well as niche markets such as Medicare Advantage and Medicaid. This powerful enterprise-level accounting system adheres to GAAP standards, ensuring compliance and providing transparent audit trails for efficient general ledger oversight. Furthermore, all customer-facing invoices, reports, portals, and tools are personalized to fit your organization’s branding perfectly. The platform also incorporates rules-driven communications to effectively manage delinquency and policy terminations, enabling a smooth process from initial alerts to policy suspension or cancellation. Additionally, both consumers and employers are empowered with the option to set up either one-time or recurring payments through their preferred payment methods. This holistic approach not only elevates the user experience but also underscores the necessity of maintaining financial accuracy and transparency throughout the billing cycle, fostering trust and reliability in the process. Ultimately, William stands out as a comprehensive solution that advances efficiency and enhances the overall financial management experience for all stakeholders involved.

Media

Media

Integrations Supported

AIM
Applied Analytics
BindHQ
Vertafore AMS360

Integrations Supported

AIM
Applied Analytics
BindHQ
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

Certifi

Date Founded

2006

Company Location

United States

Company Website

www.certifi.com/services-2/

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

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