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 (email@example.com). To add a user, login to the dashboard and go the Accounts >...0 min reading time
What is the funding timeline for processed transactions?
Credit card payments will take 2-3 business days to settle to your bank account. ACH payments under $25,000 will take 2-3 business days and ACH payments above $25,000 will take 6-7 business days to settle....0 min reading time
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....0 min reading time
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...0 min reading time
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 ...0 min reading time
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...1 min reading time
To integrate with Insurlink copy/paste your Vertafore - InsurLink Impersonation Key into your InsurLink settings: Instructions to insert InsurLink Impersonation Key Don't have an Insurlink impersonation key? Please reach out to us at firstname.lastname@example.org to request one. ...0 min reading time
Customize the payment page
See our full list of custom options at https://epaypolicy.com/custom/....0 min reading time
Can I “build” ePayPolicy’s platform into my site, so that customers do not go to external site for payment processing?
You can build payment processing into your website via our API to enable your customers to make payments inside your UI, instead of going to an external site to submit payment. Learn more about our API....0 min reading time
Processing fees being non-refundable
Processing fees are non-refundable. By default, processing fees are passed through to the payer, but there are a few occasions that result in the ePayPolicy account owner covering the processing fee. Those scenarios are: NSF or bounced ACH payments - when this occurs, the gross payment amount is pulled back from the bank account where funds deposite...0 min reading time
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....0 min reading time
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 ...0 min reading time
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....0 min reading time
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’...0 min reading time
See payment details
For security purposes, ePayPolicy expunges sensitive payment information after a payment is sent. Still, the last 4 digits of the credit card or bank account used for payment can be reviewed inside your dashboard in the transaction details. Only registered users with proper permissions may access the transaction details within your ePayPolicy ac...0 min reading time
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...0 min reading time
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...0 min reading time
ePayPolicy currently offers three subscriptions types: Basic - $20/month Custom - $50/month Integration - $50-$100/ month There are no hidden fees, technical work, or contracts. ...0 min reading time
Sign up for ePayPolicy
Sign up at https://signup.epaypolicy.com/. After submitting the online application, your account will be reviewed and activated within a few business days. ...0 min reading time
Custom payment page disclaimer
You may submit a request for additional language to be added to the disclaimer on your payment page. Adding language in the payment page disclaimer is included in Custom Payment Page Subscriptions. To learn about Custom Payment Pages visit epaypolicy.com/custom....0 min reading time
Per Transaction Limits
Accepting a large ACH payment? ePayPolicy enacts per transaction limits on all accounts. Transaction limits are in place as ePayPolicy front funds ACH payments to speed up the funding process. What does this mean for your agency? Let’s look at an example. If your single per transaction limit is $15,000 and your client needs to pay an invoice o...0 min reading time
How do I know what transactions are depositing into my account?
Batch reports your dashboard represent daily deposits that are sent to your bank account. Those batches align to the penny with deposits that hit your bank account. Our system creates one batch per day that could include multiple transactions. Batch reports are emailed to users with permission to "Receive Payment Emails." Batches are also viewable ...0 min reading time
Prefill Payment Page
You can send your payment page pre-filled to a payer using the Prefill Payment Page feature in the dashboard. ...0 min reading time
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...0 min reading time
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...0 min reading time
Where to find your dedicated payment page
The link to your dedicated payment pages is sent via email when new users are added to the dashboard and is also located inside the dashboard within the Account menu. You can find the payment page link in your dashboard by clicking on 'Account' from the menu on the left. To access the dashboard visit https://app.epaypolicy.com. ...0 min reading time
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. ...0 min reading time
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...0 min reading time
Enable your clients to setup recurring payments. See the video below which explains how recurring payments works for you and your insureds. When you’re ready, submit a request to have the recurring payments feature turned on for your account. ...0 min reading time