Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
8am ClientPay empowers you to accept credit card and eCheck payments securely from any location, whether in your office, online, or at a project site. By expanding your payment options and facilitating an efficient payment experience for clients, you can enhance your cash flow reliability. Accepting credit, debit, and eCheck payments is simple and secure, thanks to our innovative payment solutions designed for ease of use. With robust data encryption and cybersecurity measures, you can trust that both your firm's information and your client’s sensitive data are well-protected. Additionally, we provide clear and competitive pricing without long-term commitments, setup fees, or cancellation charges. ClientPay also offers invaluable financial insights through its reporting and reconciliation features, allowing you to access customizable reports and dashboards that present real-time payment data and essential business metrics. This comprehensive approach enables you to manage your finances more effectively and make informed decisions for your business growth.
Description
The easiest method for gathering insurance payments involves accepting online credit card and ACH transactions. This approach accelerates the collection process, hastens policy binding, and delivers a delightful experience for your clients. Designed specifically for the insurance sector by industry professionals, ePayPolicy offers an uncomplicated solution for agents, brokers, MGAs, and premium finance firms to gather payments electronically. You can seamlessly collect credit card and ACH payments from insured clients through a personalized payment page with a distinctive URL. This system not only facilitates the collection and transfer of funds within the insurance realm but also offers additional functionalities once integrated with your management software. Effortlessly collect digital payments from insured clients and easily transfer them to your broker and MGA partners. ePayPolicy aims to eradicate the need for paper checks, providing a streamlined, insurance-focused solution that allows for efficient digital payment collection and fund distribution throughout the industry. By simplifying these processes, ePayPolicy enhances overall operational efficiency for all parties involved.
API Access
Has API
API Access
Has API
Integrations
8am
AIM
Applied Analytics
BQE CORE
BindHQ
Deltek Costpoint
Vertafore AMS360
Integrations
8am
AIM
Applied Analytics
BQE CORE
BindHQ
Deltek Costpoint
Vertafore AMS360
Pricing Details
1.95% per transaction
Free Trial
Free Version
Pricing Details
$20 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
8am
Founded
2005
Country
United States
Website
www.clientpay.com
Vendor Details
Company Name
ePayPolicy
Founded
2014
Country
United States
Website
epaypolicy.com
Product Features
Payment Processing
ACH Check Transactions
Bitcoin Compatible
Debit Card Support
Gift Card Management
Mobile Payments
Online Payments
POS Transactions
Receipt Printing
Recurring Billing
Signature Capture
Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
Integration
Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services
Payment Processing
ACH Check Transactions
Bitcoin Compatible
Debit Card Support
Gift Card Management
Mobile Payments
Online Payments
POS Transactions
Receipt Printing
Recurring Billing
Signature Capture
Recurring Billing
Customer Portal
Deferred Billing
Discount Management
Dunning Management
Invoice History
Multi-Currency
Multi-Period Recurring Billing
Payment Processing
Recurring Donations
Subscription Billing