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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

Helcim's mission is to make it easier for businesses to grow and get paid. Helcim offers a better payment service by making it easier for businesses to sign up, making it easier to use smarter payment tools, making it more affordable to get paid, and making it simpler to get paid.

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 
AllayPay Yes 
Applied Analytics No 
BindHQ No 
ChargeAutomation Yes 
Evenda Yes 
Juspay Yes 
QuickBooks Accountants Yes 
Quickwork Yes 
Vertafore AMS360 No 
Workers by Delos Yes 

Integrations

AIM Yes 
AllayPay No 
Applied Analytics Yes 
BindHQ Yes 
ChargeAutomation No 
Evenda No 
Juspay No 
QuickBooks Accountants No 
Quickwork No 
Vertafore AMS360 Yes 
Workers by Delos No 

Pricing Details

No contracts, no monthly fees, volume discounts, deposits in 1-2 business days, and affordable interchange plus pricing.
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 Yes 
Mac Yes 
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 Yes 
Webinars Yes 
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

Helcim

Founded

2006

Country

Canada

Website

www.helcim.com

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 Yes 
Gift Card Management No 
Mobile Payments Yes 
Online Payments Yes 
POS Transactions Yes 
Receipt Printing Yes 
Recurring Billing Yes 
Signature Capture No 

Point of Sale

Barcode Scanning No 
Commission Management No 
Cryptocurrency Support No 
Customer Account Profiles Yes 
Discount Management Yes 
Electronic Signature No 
Gift Card Management No 
Loyalty Program No 
Multi-Location No 
Restaurant POS No 
Retail POS Yes 
Returns Management No 
eCommerce Integration Yes 

Recurring Billing

Customer Portal Yes 
Deferred Billing No 
Discount Management No 
Dunning Management Yes 
Invoice History Yes 
Multi-Currency No 
Multi-Period Recurring Billing No 
Payment Processing Yes 
Recurring Donations Yes 
Subscription Billing Yes 

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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