Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Establish your own digital catalog effortlessly by utilizing any Clip and share it with your clients at no cost. It's simple to create categories for easy product discovery and to maintain oversight of your inventory, ensuring that nothing is overlooked. You can upload over 1,000 products, which helps expedite your payment process. Enhance your customer experience by facilitating accurate transactions, providing detailed product descriptions and prices. Share your personalized link across social media platforms as often as necessary. Once a customer selects their desired item, you can send them a remote payment link to finalize the transaction. We adhere to both national and international regulations governing the card payment sector, and all transactions are closely monitored by the National Banking and Securities Commission (CNBV) as well as Banco de México, ensuring a secure and reliable payment experience for all parties involved. By utilizing these services, you can streamline your sales process and build trust with your clientele.
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
No
API Access
Has API
No
Integrations
AIM
No
Apple Pay
Yes
Applied Analytics
No
BindHQ
No
Samsung Pay
Yes
Vertafore AMS360
No
Integrations
AIM
Yes
Apple Pay
No
Applied Analytics
Yes
BindHQ
Yes
Samsung Pay
No
Vertafore AMS360
Yes
Pricing Details
$17.33 per device
Free Trial
No
Free Version
No
Pricing Details
$20 per month
Free Trial
No
Free Version
Yes
Deployment
Web-Based
No
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Clip
Founded
2012
Country
Mexico
Website
clip.mx/
Vendor Details
Company Name
ePayPolicy
Founded
2014
Country
United States
Website
epaypolicy.com
Product Features
Payment Processing
ACH Check Transactions
No
Bitcoin Compatible
No
Debit Card Support
No
Gift Card Management
No
Mobile Payments
No
Online Payments
No
POS Transactions
No
Receipt Printing
No
Recurring Billing
No
Signature Capture
No
Product Features
Insurance Agency Management
Claims Management
No
Commission Management
Yes
Contact Management
Yes
Document Management
No
Insurance Rating
No
Life & Health
No
Policy Management
Yes
Property & Casualty
No
Quote Management
No
Integration
Dashboard
Yes
ETL - Extract / Transform / Load
No
Metadata Management
No
Multiple Data Sources
No
Web Services
No
Payment Processing
ACH Check Transactions
Yes
Bitcoin Compatible
No
Debit Card Support
Yes
Gift Card Management
No
Mobile Payments
Yes
Online Payments
Yes
POS Transactions
No
Receipt Printing
No
Recurring Billing
Yes
Signature Capture
No
Recurring Billing
Customer Portal
Yes
Deferred Billing
No
Discount Management
No
Dunning Management
Yes
Invoice History
No
Multi-Currency
No
Multi-Period Recurring Billing
Yes
Payment Processing
Yes
Recurring Donations
No
Subscription Billing
Yes