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ePayPolicy is the insurance payment processor of the present and the future.

They enable insurance agents to accept both ACH and credit card payments online, while passing on transaction fees to the insured. They help hundreds of agencies across the country each day speed up receivables and bind policies faster.

Our partnership with ePayPolicy provides a simple, cost-effective way for agencies to process online payments. Start accepting credit cards and e-Checks today through your very own online, company-branded, payment portal.

Why ePayPolicy? Here are some of the amazing benefits:

  • ePayPolicy charges fees directly to your client - 3.5% on credit cards; 1% per ACH (maximum $6; minimum $0.10)
  • Accepts all major credit cards: Visa, MasterCard, American Express, and Discover
  • Accepts ACH payments
  • Compatible with mobile devices: clients can pay from a smartphone or tablet
  • Online dashboard to view all transactions: activity can be tracked and reconciled online at any time
  • Integrates with AMS360, Applied CSR24 and a variety of other popular management systems.
  • Receive automatic e-receipts for both you and your client
  • No setup fee, subscribe for $25 per month, and cancel at anytime
  • Begin accepting payments within 24 hours of setup (which only takes 5 minutes!)
  • CheckMate - Built for the insurance industry, so any agency, carrier, PFC, MGA or broker accepting check payments can utilize CheckMate.
  • Payables Connect - Automatically scan, match and reconcile market invoices, with the payables solution built for scale. Key features: (1) Pre-built integrations automatically write back into your accounting system. (2) Drastically reduces the time and headcount needed to process market statements. (3) Generate a payment via ACH or a mailed check with a click. 
  • Finance Connect - Combining the ease of integrated online payments with financing at checkout to help improve conversion rates and eliminate extra back-and-forth. Key features: (1) Connected to your PFC partners. (2) Securely view and e-sign PFAs. (3) AutoPay and payment reminders.
For new clients, a chance to try ePayPolicy for FREE for 3 months, no contract or set-up fees! Just use promo code "MOAGENT" when signing up.

For existing clients, a free plan upgrade! You can now integrate payments with your AMS at no extra cost. Schedule an account review and mention your association.


Sign Up Today


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Julio Mendoza