Finance Connect is an integrated solution that allows insurance organizations (Agencies, MGAs, and Carriers) to offer premium financing directly at the point of payment. 

By connecting your existing Premium Finance Company (PFC) partners to your ePayPolicy payment page, you provide a seamless, paperless experience for your insureds while speeding up your binding process.

Key Benefits:

• Integrated Checkout: Insureds can choose to finance their premium right from your payment page.
• Paperless Agreements: Generate and e-sign Premium Finance Agreements (PFAs) instantly.
• Faster Funding: Reduce back-and-forth communication and get paid sooner.
• Increased Visibility: Track all financing transactions and details directly within your ePayPolicy dashboard.

How It Works

1. Selection: When an insured visits your payment page, they are presented with the option to pay in full (via ACH or Credit Card) or to finance their premium.
2. Terms & Enrollment: If they select financing, the system displays upfront terms and payment schedules from your connected PFC.
3. Digital Execution: The insured securely views and e-signs the Premium Finance Agreement (PFA) digitally.
4. AutoPay: Insureds can opt into AutoPay during the process to ensure they never miss a future installment.

How to Enable Finance Connect

To start offering premium financing at checkout:

1. Contact Support: Email us at support@epaypolicy.com or call 844-372-9300.
2. Partner Setup: Provide our team with the name of your Premium Finance Company partner. We will handle the digital handshake to link their terms to your payment page.