Streamlining Insurance Payments with ePayPolicy
ePayPolicy offers a convenient and efficient way for both agents and insured parties to manage invoice payments. This user-friendly platform simplifies the payment process, reduces manual tasks, and accelerates payment collection.
How it Works for Agents:
After creating an invoice in ePayPolicy, agents will notice a "Take Payment with ePayPolicy" option. This feature allows agents to seamlessly process payments directly through the platform.
How it Works for the Insured:
Insured parties can also utilize ePayPolicy for a streamlined payment experience. When granted access to their invoices, they can easily view and make payments through the dedicated "Make a Payment with ePayPolicy" option. This simplifies the payment process and eliminates the need for manual checks or other payment methods.
Key Features and Benefits:
- Simplified Payment Process: ePayPolicy eliminates the complexities of traditional payment methods, allowing for quick and easy payments for both agents and insured parties.
- Enhanced Accessibility: Insured parties have a dedicated view of their invoices with clear "View" and "Make Payment" options, making it easy to manage and settle outstanding invoices.
- Increased Efficiency: By automating payment processing, ePayPolicy reduces manual tasks and accelerates payment collection, freeing up valuable time for agents.
- Improved Payment Tracking: Both agents and insured parties can easily track payment history and access receipts within the platform.
- Direct Payment Links: ePayPolicy includes payment links directly within invoice emails, allowing clients to pay single invoices without needing to log in, further enhancing convenience.
With its intuitive interface and robust features, ePayPolicy is transforming how insurance agencies manage payments. By simplifying the payment process and offering greater accessibility, ePayPolicy helps agents and insured parties save time and improve overall efficiency.
Both the agent and the insured can pay an invoice through ePayPolicy.
- Agent: after you create an invoice, you will see a new option Take Payment with ePayPolicy.
-Insured: If you give your insured access to access their Invoices, they can Make a payment with ePayPolicy (only that option will be highlighted).
Also, the insured's view of the invoices has only the View and Make payment options (no edit, void, delete)
Once they log on, they can see their invoices and receipts.
And then click on View Invoice and pay it by clicking on Make Payment with ePayPolicy
We are also adding a payment link to the invoice email so the client can pay a single invoice without having to log in.
