What happens with an NSF alert (non sufficient funds) or other declined ACH transactions?
When a bounced ACH occurs, we notify you and the payer immediately by email. ePayPolicy will debit your account for the funds. We typically know funds are rejected after 5 or 6 business days from the transaction. This works in the same way as a paper check where the funds may look good initially but are later pulled back. You will still be charged t...
Can I pass the transaction fee on to my customers?
Yes, you can choose to pass along all credit card and ACH fees to the payer. Within your ePayPolicy payment page, fees are auto-populated and displayed to the payer. You can see an example on our demo payment page by typing in 1000 into the amount field (note also the different rates between credit card and ACH). The way we enable you to pass on the...
Void or Refund a payment
For a payment voided before 8 pm Eastern the same day, the processing fees will also be voided. A payment voided after 8 pm Eastern is considered a Refunded Payment and the processing fees will need to be covered by either the organization or the payer. Transaction fees are non-refundable. Therefore, you will incur any portion of the transaction fee...
Are these transactions secure?
We are PCI Level 1 compliant which is the highest level of compliance from the Payment Card Industry. We go through an annual audit of our systems and processes to ensure we are doing everything possible to keep you and your customers’ information secure at all times. Once a payment has been made, verified, and processed, we then expunge the client ...
Activating your account
After submitting the online application, y our account will be reviewed and activated within a few business days and you’ll receive an activation email with instructions for next steps. If you do not receive an activation email but believe your account is active, the activation email may have landed in your junk mail folder. Be sure to add ‘epay3’...
ePayPolicy Referral Program
ePayPolicy has an incredible customer referral program! As an ePayPolicy customer, when you refer a company to ePayPolicy, we will credit your account and their's with $50 in subscription credit! How it works: In the dashboard, go to Profile > Referral Link Click 'Referral Link' and a new browser tab will appear Copy and share the url in the n...
Client paid the wrong agency
ePayPolicy staff does not have the power to transfer funds from your bank account on your behalf, but registered users on your ePayPolicy account may send funds through the dashboard to any company with an ePayPolicy account. See this article to learn how to send funds through Payables in the dashboard....
Send funds through the Payables
ePayPolicy’s Payables feature enables you to send funds to other agents and brokers within the ePayPolicy network. All Payables payments are sent via ACH for a $0.50 fee covered by the sender. A cosigner is required to approve each payment once it has been initiated, otherwise payments will remain in “pending approval” status and the funds will not...
ePayPolicy Users Group
Join our Users group on Facebook here https://www.facebook.com/groups/epaypolicyusersgroup/ This is a private group for ePayPolicy customers to communicate directly with us and collaborate with like-minded insurance professionals. Utilize the group for feedback, feature requests, and learning about InsurTech....
Add a logo to your payment page
Follow these steps to add a logo to your payment page + e-receipts. Login to the dashboard at app.epaypolicy.com Click Account > Logo Choose your logo file Click Upload You may edit the logo dimensions from the same page and click "Submit." See the Adding a Logo and Users demo video....
Why am I being charged $3 for a bounced ACH?
When an ACH is declined, we notify you and the payer immediately by email and funds are swept out of the account they were deposited into the next business day. You may request funds for declined ACH be swept out of your operating account, instead of your trust account. You will still be charged the transaction fee on the original transaction. Let...