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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Engagement AdvantageSM from Fiserv provides a comprehensive solution that allows your business to present the billing and payment options that your customers are looking for, enhance engagement to foster growth, and improve your competitive edge in customer experience. In today’s market, individuals anticipate tailored interactions and easy choices in every encounter. Cater to their varied preferences and efficiently compete on customer experience by leveraging innovative technologies and expertise, all while avoiding unnecessary costs and complications in your operations. There are multiple methods to distribute bills and numerous ways to connect with the recipients of those bills. Regardless of the delivery method, customers dedicate considerable time to reviewing their monthly bills; our findings indicate that, on average, individuals spend around two to four minutes per paper bill, and somewhat less on electronic versions. By utilizing highly personalized and branded bills, businesses can engage customers effectively, enable cross-selling opportunities, and ensure a seamless experience across various channels, ultimately leading to stronger customer relationships. This approach not only meets customer expectations but also supports sustainable 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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AIM No 
ARGO Yes 
AXIOM Yes 
AdSystem Yes 
Allegro Lending Suite Yes 
Applied Analytics No 
Assure Security Yes 
BindHQ No 
Charge-off Loan Tracker Yes 
CharityEngine Yes 
Coriunder BAAS Yes 
Diplomat Managed File Transfer Yes 
Kinective Bridge Yes 
Paylocity Yes 
SkyStem ART Yes 
ThingSpace IoT Platform Yes 
VGS Platform Yes 
Vertafore AMS360 No 

Integrations

AIM Yes 
ARGO No 
AXIOM No 
AdSystem No 
Allegro Lending Suite No 
Applied Analytics Yes 
Assure Security No 
BindHQ Yes 
Charge-off Loan Tracker No 
CharityEngine No 
Coriunder BAAS No 
Diplomat Managed File Transfer No 
Kinective Bridge No 
Paylocity No 
SkyStem ART No 
ThingSpace IoT Platform No 
VGS Platform No 
Vertafore AMS360 Yes 

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 No 
iPad App No 
Android App No 
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) Yes 
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

Fiserv

Founded

1984

Country

United States

Website

www.fiserv.com/en/about-fiserv/resource-center/brochures/engagement-advantage-present-fact-sheet.html

Vendor Details

Company Name

ePayPolicy

Founded

2014

Country

United States

Website

epaypolicy.com

Product Features

Insurance Agency Management

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

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