ePayPolicy
ePayPolicy simplifies premium collections and disbursements with easy, secure digital payments. Its flexible solutions integrate seamlessly with existing systems, enabling thousands of agencies, brokers, and industry partners to send and receive payments efficiently, improving cash flow and operational efficiency.
AAIS Member Benefits
CheckMate
CheckMate by ePayPolicy is an automated lockbox and check reconciliation service built specifically for the insurance industry. Designed to eliminate the manual labor of handling paper checks, CheckMate securely routes checks to national processing centers where they are collected, batched, and scanned daily. These check images and remittance details are then uploaded directly into your centralized ePayPolicy dashboard, allowing you to manage both online and check payments in one place. For businesses using integrated accounting software, CheckMate goes a step further with “Magic Invoice Matching,” which uses smart scanning to automatically match and reconcile check payments against open invoices, eliminating double work and manual data entry. With simple, flat-rate pricing per check, CheckMate offers a more competitive and efficient alternative to traditional lockboxes, modernizing how insurance companies handle physical payments.
Commission Payables Solution
ePayPolicy is excited to offer AAIS Members an enhanced suite for Commission Payables, designed to automate carrier-to-agency commission payouts. The solution includes a digital “Agency Rolodex,” where agencies can join for free to securely manage their ACH information. This self-service model removes the carrier’s burden of storing sensitive banking data and manually tracking account updates.
Carriers can execute entire commission cycles by simply importing a CSV file. The platform automatically distributes funds with detailed remittance advice, dramatically reducing administrative “paper chases” and agency inquiries. To ensure maximum security, ePayPolicy performs rigorous organization verification and continuous fraud monitoring across its network. By digitizing the payout lifecycle, AAIS Members can reduce operational overhead, mitigate risk, and deliver a more transparent, efficient experience to their entire agency distribution force.
To learn more about these Member benefits, contact Zac Franz, Director of Partner Management at ePayPolicy.
