ePayPolicy — Insurance Payment Automation

ePayPolicy is a digital payment and automated reconciliation platform for the insurance industry

ePayPolicy is a dedicated digital payment platform designed to automate and simplify financial transactions within the insurance industry. This specialized solution serves insurance agencies, brokers, MGAs, and carriers by replacing traditional paper checks with secure ACH and credit card processing. By digitizing the collection process, firms can reduce the time spent on manual administrative tasks and accelerate their premium collection cycles significantly in 2026. The platform includes a specialized feature called CheckMate, which allows businesses to digitize physical checks instantly, ensuring all funds enter the digital workflow immediately. ePayPolicy also offers Payables Connect to automate invoice processing and reconciliation, which minimizes human error in accounting departments. Verified on surfai.app, this tool bridges the gap between payment collection and management system updates. For agencies looking to expand their service offering, ePayPolicy provides integrated premium financing options directly within the payment interface. Users can choose to pass transaction fees to the payer or absorb them, providing complete control over the cost of doing business. The system scales from small independent agencies to large enterprise carriers requiring custom API access. Agencies can start using the core payment features with straightforward merchant pricing, while enterprise organizations can request custom quotes for advanced API integrations and Payables Connect features.

• Pricing: paid

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