IAN - E Pay Policy Brochure

Faster, Easier, Integrated Payments for Insurance

Waving goodbye to paper checks is just the beginning.

Your customers will love the convenience of online credit card and ACH payments, but the benefits don’t stop there. Explore all the features ePayPolicy has to offer.

CUSTOM PAYMENT PAGE & DASHBOARD A modern, mobile-friendly page for them. A comprehensive, birds-eye view for you. Payment pages are customized to match your business, linked across your communications, and connected to a dashboard that allows you to see it all.

INTEGRATION Make your accounting team’s day - or year - with time saving API integrations. Nobody wants another software in a silo. ePay integrates with the most popular management systems. Need more? They can create custom API solutions, too.

• Auto Sync Invoices • Invoice Notifications • Batch Payables • AutoPay

CUSTOMER SUPPORT Talk to an insurance payments expert. Every time. US-based support team takes insurance payments seriously. They’re educated on the industry, motivated to help, and at your service.

• Insurance Payments Experts • Fast response times • Security

CHECKMATE® Automate check payments, and never touch a check again.

CHECKMATE® solves the pain of paper payments with rapid check routing and reconciliation. Check payments are managed through your ePayPolicy dashboard.

• • • •

Daily batching and processing Faster, consolidated collection One dashboard for all payments No contracts, no additional monthly fees

Say hello to the payment experience you always wanted.

GET PAID FASTER - Easy online ACH and credit card payments check automation.

GREATER VISIBILITY - All your transaction data, in one easy-to-view space.

INTEGRATED PAYMENTS - Connect your CRM, unlock even more time savings.

SECURE COMPLIANCE - Achieve and maintain compliance by letting them handle security.

Pricing Essentials

Integrated

A simple solution that just works, for those getting started with digital payment.

Increased efficiency and time savings for those utilizing a management system or custom API.

$50

$25 $99

$50

Compare Plans Feature

Essentials

Integrated

Customizable Payment Page Real Time Dashboard Accept Major Credit Cards and ACH Offer Recurring Payments Payables - Collect and Send Auto-sync Invoices to AMS Automated Invoice Notifications AutoPay Eliminate Manual Data Entry

Discount pricing available with IAN Association.

Ready to bring your insurance payments up to speed?

Learn More

Contact Information Management Team Mike Haller Chief Administration Officer – CAO mhaller@insuranceagencynetwork.com AIDCO – Hall of Fame Member

Office: (425) 553-1509 Cell: (425) 681-0996 Fax: (425) 868-2411

Eric Granberg Chief Operating Officer – COO egranberg@insuranceagencynetwork.com

Office: (425) 448-9191 Cell: (206) 300-5714 Fax: (425) 868-2411

Craig Phair Sr Vice President – Associate Development craig@insuranceagencynetwork.com

Office: (425) 448-9190 Cell: (541) 891-9551

Laurie Schuster Director of Operations and Finance lschuster@insuranceagencynetwork.com

Office: (425) 836-6372 Cell: (206) 853-5052 Fax: (425) 868-2411

Ron Hammerberg Commercial Lines Business Consultant ronhammerberg@gmail.com AIDCO - Hall of Fame Member

Office: (425) 836-6372 Cell: (319) 350-0675 Fax: (425) 868-2411

Fax:

(425) 868-2411

Sales Team Ted Wease Eastern Region Sales Manager twease@insuranceagencynetwork.com

Office: (425) 448-9190 Cell: (503) 998-9411 Fax: (425) 868-2411

Kim Simonian Western Region Sales Manager ksimonian@insuranceagencynetwork.com

Office: (425) 448-9190 Cell: (425) 836-6372 Fax: (425) 868-2411

P O Box 2393 Redmond, WA 98073 www.insuranceagencynetwork.com