Recurring payments offer a simple, automated way for payers to manage policy payments by scheduling them in advance. Unlike AutoPay, recurring payments do not require additional integrations and can be added to any payment page.

Enable your clients to setup recurring payments. See the video below which explains how recurring payments works for you and your payers.

When you’re ready, submit a request to have the recurring payments feature turned on for your account. 

NOTE: As of 10/2025, insured no longer need to create an account to enroll in recurring payments.

View and Cancel a Schedule

Agencies, MGAs, Carriers, etc. have full control and can cancel a recurring payment at any time.

1. Login to the ePayPolicy Dashboard at https://app.epaypolicy.com/

2. Navigate to the Scheduled Payments tab.

3. Find the specific payment schedule and click Cancel.

NOTE: Only Users who have "Can Manage AutoPay" permission will see the Cancel option.

4. A popup will appear stating, "This will cancel the remaining payment(s)".

5. Click Confirm to finalize the cancellation.

How to Restart a Payment

1. Login to the ePayPolicy Dashboard at https://app.epaypolicy.com/

2. Navigate to the Scheduled Payments tab.

3. Toggle Show Disabled > Search.

4. Choose the green restart option.

NOTE: Only Users who have "Can Manage AutoPay" permission will see the Restart option.

For frequently asked questions, refer to the Recurring Payments: Frequently Asked Questions article. 

For payer steps refer to the Payer: Enable and Manage Recurring Payments article.