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Getting Started

Articles to help you set up ePayPolicy

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Link your website or email signature to your payment page

We highly recommend adding the link to your dedicated payment page to your website and email footer.  You can link your payment page to a PayNow (or other) button on your website. Choose a button below and save it to your computer. Then, insert the button on your website or email signature and hyperlink it to your payment page. ...

Last updated: June 30th, 2020 by Nathan Terrazas

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’...

Last updated: July 2nd, 2020 by Nathan Terrazas

Add a PayNow button to Outlook signatures

This article shows you how to add a PayNow button to your Outlook signature with a link to your ePayPolicy payment page. Choose your favorite PayNow button by clicking here. Right click on the button you wish to use then click on "Save image as" to save the image to your computer. Before moving forward, you'll want to make sure you have your ePayPol...

Last updated: July 9th, 2020 by Nathan Terrazas

Updating the phone number and email address for the e-receipt

Follow these instructions to update your public-facing phone number and email address that appear on e-receipts: Inside the dashboard go to the Account menu Edit these items using the edit icons highlighted in the below image  ...

Last updated: July 9th, 2020 by Nathan Terrazas

How to add and set permissions for users in ePayPolicy

    Only users with permissions set to 'Yes' for "Can Manage the Account and Users" can add users to the account. See image below:    If you don't have the proper permission to add users in your account, consult your account administrator or reach out to support (support@epaypolicy.com).  To add a user, login to the dashboard and go the Accounts >...

Last updated: October 18th, 2022 by Nathan Terrazas

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....

Last updated: July 9th, 2020 by Nathan Terrazas

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....

Last updated: July 9th, 2020 by Nathan Terrazas

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