Updated October 18th, 2022 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 >...

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Updated June 30th, 2020 by Nathan Terrazas

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....

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Updated July 2nd, 2020 by Nathan Terrazas

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....

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Updated November 15th, 2021 by Nathan Terrazas

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...

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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  ...

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Updated March 29th, 2021 by Nathan Terrazas

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...

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Updated September 27th, 2021 by Nathan Terrazas

InsurLink integration

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 support@epaypolicy.com to request one. ...

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Updated July 1st, 2021 by Nathan Terrazas

Customize the payment page

See our full list of custom options at https://epaypolicy.com/custom/....

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Updated June 30th, 2020 by Nathan Terrazas

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....

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Updated July 2nd, 2020 by Nathan Terrazas

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...

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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....

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Updated July 2nd, 2020 by Nathan Terrazas

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 ...

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Updated July 9th, 2020 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....

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Updated July 2nd, 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’...

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Updated July 9th, 2020 by Nathan Terrazas

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...

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Updated July 2nd, 2020 by Nathan Terrazas

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...

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Updated June 30th, 2020 by Nathan Terrazas

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...

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Updated July 9th, 2020 by Nathan Terrazas

Subscription pricing

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.   ...

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Updated July 2nd, 2020 by Nathan Terrazas

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.   ...

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Updated July 9th, 2020 by Nathan Terrazas

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....

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Updated November 6th, 2020 by Nathan Terrazas

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...

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Updated June 30th, 2020 by Nathan Terrazas

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 ...

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Updated July 9th, 2020 by Nathan Terrazas

Prefill Payment Page

You can send your payment page pre-filled to a payer using the Prefill Payment Page feature in the dashboard.   ...

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Updated July 9th, 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...

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Updated July 13th, 2020 by Nathan Terrazas

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...

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Updated July 2nd, 2020 by Nathan Terrazas

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.   ...

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Updated June 30th, 2020 by Nathan Terrazas

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. ...

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Updated June 30th, 2020 by Nathan Terrazas

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...

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Updated February 21st, 2022 by Nathan Terrazas

Recurring payments

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. ...

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