Average Ratings 1 Rating

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

A comprehensive software solution designed for insurance brokers, carriers, and HR departments to streamline business operations. Employee Navigator partners with top insurance brokers and carriers across the country to offer cutting-edge benefits and HR software tailored for businesses of all sizes. Become part of the rapidly expanding benefits and HR platform that over 1,000 brokers and 27,000 companies have already embraced. Moreover, Employee Navigator’s SOC2 Type II certification is a testament to our dedication to maintaining security, integrity, confidentiality, and privacy in all our services. This commitment ensures that our clients can trust us with their sensitive information while optimizing their HR and benefits processes.

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 

Screenshots View All

Screenshots View All

Integrations

ADP DataCloud Yes 
ADP Enterprise HR Yes 
ADP Global Payroll Yes 
ADP Mobile Solutions Yes 
ADP Streamline Yes 
ADP Workforce Now On the Go Yes 
AIM No 
APS Payroll Yes 
AgencyBloc AMS+ Yes 
AllianceHCM Yes 
Applied Analytics No 
BindHQ No 
Lattice Yes 
NextAgency for Health & Life Insurance Yes 
NextBee Yes 
Paycor Yes 
Paylocity Yes 
Vertafore AMS360 No 
Wisely by ADP Yes 
isolved Yes 

Integrations

ADP DataCloud No 
ADP Enterprise HR No 
ADP Global Payroll No 
ADP Mobile Solutions No 
ADP Streamline No 
ADP Workforce Now On the Go No 
AIM Yes 
APS Payroll No 
AgencyBloc AMS+ No 
AllianceHCM No 
Applied Analytics Yes 
BindHQ Yes 
Lattice No 
NextAgency for Health & Life Insurance No 
NextBee No 
Paycor No 
Paylocity No 
Vertafore AMS360 Yes 
Wisely by ADP No 
isolved No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$20 per month
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
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 Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Employee Navigator

Founded

2008

Country

United States

Website

www.employeenavigator.com

Vendor Details

Company Name

ePayPolicy

Founded

2014

Country

United States

Website

epaypolicy.com

Product Features

Benefits Administration

COBRA Administration Yes 
Claims Management No 
Deduction Management Yes 
Disability Insurance Administration Yes 
Employee Benefits Administration Yes 
FMLA Administration No 
FSA Administration Yes 
Flexible Spending Accounts No 
For Brokers Yes 
For Employers Yes 
HIPAA Compliant Yes 
Health Insurance Administration Yes 
Life Insurance Administration Yes 
Online Benefits Enrollment Yes 
Premium Billing No 
Provider Management No 
Retiree Administration No 
Retirement Plan Management No 

Human Resources

360 Degree Feedback Yes 
Applicant Tracking No 
Attendance Management No 
Benefits Management Yes 
Career Development Planning No 
Compensation Management Yes 
Compliance Management Yes 
Employee Database Yes 
Employee Lifecycle Management Yes 
Onboarding Yes 
Payroll Management Yes 
Performance Management Yes 
Recruiting Management No 
Self Service Portal Yes 
Succession Planning No 
Time & Attendance Management Yes 
Time Off Management Yes 
Timesheets No 
Training Management No 

Insurance Agency Management

Claims Management No 
Commission Management Yes 
Contact Management Yes 
Document Management Yes 
Insurance Rating No 
Life & Health Yes 
Policy Management Yes 
Property & Casualty Yes 
Quote Management 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 

Alternatives

Alternatives

MyEnroll360 Reviews

MyEnroll360

Benefit Allocation Systems, LLC.
InsureEdge Reviews

InsureEdge

Damco Solutions
THExpressHUB Reviews

THExpressHUB

allsynx