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support@epaypolicy.com 844-372-9300 Sign up today Sign up to start accepting online payments within 24 hours Thank you for signing up! What’s next? Please click here to schedule your activation call with our onboarding team at your earliest convenience. This step is required before you can begin accepting online payments with us. Principal Contact Information Company Company Information Corporation Individual/Sole Proprietorship Limited Liability Company (LLC) Partnership Tax Exempt Organization (501C) What is the main industry of your company? Miscellaneous Business Services Charitable and Social Service Organizations Computers, Peripherals, and Software Educational Services Insurance Sales, Underwriting, and Premiums Legal Services and Attorneys Management, Consulting, and Public Relations Services Medical or Hospital Equipment and Supplies Other (Not Listed) Real Estate Agents and Managers - Rentals Private Entity Public Entity United States Canada Mexico Which best describes your organization? Insurance Agency MGA/Wholesaler Premium Finance Company Association Technology Partner Other Has your company accepted credit cards in the past? Yes No Controllers Click here to see why ePayPolicy requests this information. This information is required for all owners with 25% or greater ownership. If no individual has greater than 25% ownership, we must have this information for the control owner. The social security number (SSN) must also be collected unless the organization is publicly traded on a US recognized exchange, a US government entity, or a Canadian entity. All foreign controllers will be required to submit government issued photo identification. If the organization is a non-profit (501c3), we will need to collect the information below for the person with significant responsibility to control the customer. Remove United States Canada Mexico Add Account Trust Account Information Corporate Checking Corporate Savings Click here to see why ePayPolicy requests separate bank account numbers. Operational Account Information Corporate Checking Corporate Savings Subscription Account Information Finish Finish Management System AIM ALIS AMS360 Epic FinancePro IMS JetFile Keal Novidea NowCerts QQCatalyst Sagitta TAM TechCanary Veruna Other Account Plan What’s the difference? Free Basic Custom How many paper checks does your organization collect in a month? 50 50-100 100+ I agree with the Terms and Conditions . I, , hereby certify, to the best of my knowledge, that the information provided on this application is complete and correct. After a payment is made, when do I receive my funds? Credit card, debit card, and ACH payments will take approximately 2 business days to settle to your bank account. How do I track payments? You will have access to our online dashboard where you can track and reconcile all payments that have been made. You can add as many users as you would like to the dashboard with no additional cost. Are these transactions secure? ePayPolicy doesn’t store any credit card or ACH information. Once a payment has been made, verified, and processed, we then expunge the client data from our system. We are PCI Level 1 compliant which is the highest level of compliance from the Payment Card Industry. We go through an annual audit of our systems and processes to ensure we are doing everything possible to keep you and your customers’ information secure at all times. Why does ePayPolicy request personal information? To help fight the funding of terrorism and money-laundering activities, we are required to obtain, verify and record information that identifies persons who engage in certain transactions with or through our company. This means that we will verify your name, residential or street address, date of birth and social security number or other tax identification number on the application. We may also ask to see a driver’s license or other identifying documents from you. We are also obligated in many instances to obtain information regarding your direct and indirect owners. This information is not used for personal guarantees or credit checks. The personal information is primarily used for two checks; one is the Office of Foreign Assets Commission (OFAC) which maintains a list of those involved in offshore money laundering and terrorist acts and the other check is against the Mastercard MATCH list of individuals that have previously accepted credit cards and committed fraud against the card brands (Visa, Mastercard, etc). Close Why does ePayPolicy request separate bank accounts? This is to provide you with the option of having our system deposit your funds into one account (trust) and pull the monthly fees out of another account (operational). If you do not have separate accounts, you can use the same account numbers for both trust and operational. Close What are the different plans? Free - Receive ACH payments exclusively from ePayPolicy members Basic - Free Plan + Collect ACH and credit card payments Custom - Basic Plan + 9 payment page customization options Close Oops An error occurred while processing your application and our team has been alerted to the issue. Please contact our support team at support@epaypolicy.com for further assistance. CloseWe take the pain out of collecting insurance payments online. Whether your clients want to pay with credit card or ACH, we have you covered. support@epaypolicy.com 844-372-9300 5000 Plaza on the Lake #150 Austin, TX 78746 Links Terms of Service Privacy Policy© 2020 All Rights Reserved |...