A focused placement pilot
One line, email and document first. Configure readiness, market delivery, responses and quote review around your team.
ePayPolicy+ Placement Desk
Insurance payments & payables
A payment platform is one part of the insurance workflow.
ePayPolicy moves money and supports insurance payment operations. Our service connects billing work with the accounts, policies and decisions around it.
Different roles. A connected operation.
What each brings to the workflow.
ePayPolicy offers ACH and card payments, payment pages, premium-finance checkout, invoices, payables and API or partner integration options.
Product description: ePayPolicy official product information ↗. Reviewed October 1, 2026.
| Workflow | ePayPolicy | Placement Desk |
|---|---|---|
| Payment collection | ACH and card payment workflows. | Connect the selected payment provider within an agreed scope. |
| Invoices and payables | Invoice and payables products. | Prepare billing information from the insurance record. |
| Accounting handoff | API and integration options. | Map references, confirmed events and reconciliation exceptions. |
| Policy decisions | Payment platform functions. | Keep payment confirmation separate from policy binding and activation. |
A product focus is not a claim that other capabilities are absent. Features depend on plan, configuration and access. Our connections are scoped individually; a vendor name here does not imply a completed connector or partnership.
Your practical path
Keep what works.
Connect what comes next.
Keep a suitable payment processor. We build the insurance and accounting handoffs around it; provider availability and access are confirmed during scoping.
Validate the real handoff
Agree what reads, what writes, who approves it and what happens when the connection fails. Confirm access before integration work.
Add the next useful module
Add accounting synchronization, invoice readiness and reconciliation. These are optional modules beyond the placement pilot.
Decide from your own numbers
Measure the handoffs before changing the stack.
Six weeks, $7,500 USD: half at kickoff, half when the agreed measures move, all of it credited to the rollout.
Review preparation time, manual touches, follow-up lag, quote review time and exceptions against a baseline week.
See the pilot scope and terms →Another part of your stack?
Follow the next handoff.
Choose the work you need to improve
What is still manual in your agency?
Explore the delivery scope
See the capabilities behind the handoff.
Account operations
CRM, accounting & payment workflows
Still looking up which policy an invoice or payment belongs to?
Link account and deal records, invoice information and confirmed transactions, with exceptions assigned for review.
- Mapped account and invoice references
- Confirmed payment events linked to records
- Unmatched items and failed updates surfaced
Start with your operation
Bring one line. We’ll map the work around it.
A 20-minute walkthrough of your intake, markets, handoffs and approval rules.
Six weeks, $7,500 USD: half at kickoff, half when the agreed measures move, all of it credited to the rollout.
Book a 20-minute walkthroughChoose a time for your 20-minute walkthrough. Open the calendar in a new tab