ePayPolicy Competitive Intelligence & Landscape

ePayPolicy (epaypolicy.com) is a leading digital payment solution provider founded in 2014 by Todd Sorrel and Milan Malkani, dedicated to modernizing and simplifying payment processes within the insurance industry [epaypolicy.com/our-team/]. The company aims to help insurance organizations, including agencies, MGAs, carriers, and premium finance companies, transition away from outdated, inefficient payment methods like paper checks to secure, streamlined digital transactions [epaypolicy.com/how-it-works/]. With a focus on ease of use and rapid setup, ePayPolicy helps clients get paid faster and automate tedious administrative tasks, ultimately improving margins and team efficiency [epaypolicy.com/].

ePayPolicy offers a comprehensive suite of products designed to address various payment needs for its target market of over 10,000 insurance organizations [epaypolicy.com/our-team/]. Key offerings include the customizable Payment Page & Dashboard for seamless online payments via ACH and credit card, and Finance Connect for integrating premium financing at checkout [epaypolicy.com/]. The CheckMate solution transforms paper checks into digital payments, while their Quotes and Invoices tool allows for efficient creation, sending, and tracking of invoices. For back-office operations, Payables Network and Payables Connect streamline vendor payments and simplify invoice reconciliation [epaypolicy.com/]. The platform also boasts robust integrations with top industry systems and a custom API for tailored payment solutions [epaypolicy.com/].

ePayPolicy prioritizes security and efficiency, adhering to PCI Level 1 Security standards to ensure secure transactions and peace of mind for its clients [epaypolicy.com/]. The company's value proposition centers on solving the insurance industry's

ePayPolicy (epaypolicy.com) offers specialized digital payment solutions for the insurance industry, designed to help agencies, MGAs, carriers, and premium finance companies streamline their accounts receivable and payable processes. Their core offerings revolve around enabling seamless online payments through ACH and credit card, integrating premium financing, and converting paper checks into digital payments. The company emphasizes its focus on the insurance sector, providing a comprehensive payment network built to facilitate faster funding and automate tedious tasks, all while maintaining PCI Level 1 Security.

For its customers, ePayPolicy provides several distinct pricing plans tailored to varying needs. The Essentials Plan is available for $25 per month, with no contract and unlimited users. This plan includes a secure, mobile-friendly, and custom-branded payment page that can be linked across websites, emails, and invoices, along with a dashboard for tracking transactions. For more robust features, ePayPolicy offers an Integration Plan and a Custom Plan. The Integration Plan includes advanced features like AutoPay, which allows clients to automatically pay invoices when due by selecting the option on the payment page. Both the Essentials Plan and the Custom Plan also support recurring payments, enabling clients to set up scheduled, automatic installments.

Beyond payment collection, ePayPolicy offers features like CheckMate, which automates check payments, daily batching, and processing, eliminating the need to handle paper checks. They also provide Payables Connect, a solution for automatically scanning, matching, and reconciling market invoices to simplify payables. While specific pricing for the Integration Plan, Custom Plan, CheckMate, and Payables Connect is not explicitly listed, the presence of these advanced features indicates a tiered pricing structure where higher-tier plans likely incorporate these functionalities for increased efficiency and automation within the insurance payment ecosystem. The company also highlights a risk-free trial, offering 60 days free with no contracts for some features like the Payment Page & Dashboard and Payables Connect.

ePayPolicy (epaypolicy.com), a leading provider of digital insurance payment solutions, consistently demonstrates strong growth through its hiring trends. The company actively seeks new talent, a clear indication of its expanding operations and strategic goals within the competitive FinTech and InsurTech landscapes.

ePayPolicy has been recognized as a "Best Place to Work in Austin" for five consecutive years by Built In, including in 2024 and 2026, which highlights its commitment to fostering a positive and attractive work environment. This sustained recognition further aids in attracting top-tier talent, crucial for the company's continuous innovation and market expansion.

While specific numbers for recent hiring or layoffs are not publicly disclosed, ePayPolicy explicitly states that it is "growing quickly" and "often looking for great talent" to join its award-winning workplace in Austin. The company's careers page (epaypolicy.com/careers/) consistently lists open positions, signaling a continuous recruitment effort to support its expanding product suite and customer base. The types of roles typically available reflect a focus on product development, customer solutions, and operational efficiency, aligning with their mission to simplify payments for the insurance industry.

ePayPolicy's strategy appears centered on enhancing its core offerings, such as the Payment Page & Dashboard, Finance Connect, CheckMate, and Quotes & Invoices, as well as developing its Integrations and Payables Network. The company's consistent growth and commitment to being a desirable employer suggest a strategic focus on organic expansion rather than a reliance on drastic hiring surges or significant layoffs. This approach indicates a stable and confident outlook on its market position and future potential, as evidenced by its continued recognition by Gartner Digital Markets as a top-rated payments platform in 2026 and its ability to attract partnerships like Honor Capital for its Finance Connect feature.

ePayPolicy has established itself as a leading digital payment solution provider within the insurance industry, trusted by over 10,000 insurance organizations [epaypolicy.com]. Founded in 2014 by Todd Sorrel and Milan Malkani, the company focuses on modernizing and simplifying payments for various insurance entities, including carriers, MGAs, MGUs, wholesalers, agencies, and premium finance companies [epaypolicy.com/our-team/]. While specific revenue figures are not publicly disclosed, their significant customer base, coupled with their inclusion on the 2025 Inc. 5000 list at No. 1759, indicates strong growth and financial health [epaypolicy.com/blog/epaypolicy-ranks-no-1759-on-2025-inc-5000-list/].

ePayPolicy offers a range of payment solutions designed to streamline operations and enhance efficiency. Their core offerings include customizable payment pages, ACH and credit card processing, and the Finance Connect feature, which integrates premium financing directly at checkout [epaypolicy.com]. They also provide CheckMate for digital check payments, and Quotes and Invoices for faster payment collection [epaypolicy.com]. For larger enterprises, ePayPolicy offers Payables Network to simplify vendor payments and Payables Connect for invoice scanning and reconciliation [epaypolicy.com]. These diverse solutions cater to a broad spectrum of payment needs within the insurance sector.

The company's commitment to security is evident through its PCI Level 1 compliance, the highest standard in the Payment Card Industry, ensuring that sensitive data is not stored and undergoes annual audits [epaypolicy.com].

ePayPolicy has also focused on strategic integrations and partnerships to expand its service offerings. For instance, Finance Connect has seen early access for existing customers and integrations with their premium finance partners [epaypolicy.com/blog/new-product-finance-connect/]. Partnerships like those with NIC Premium Finance and US Premium Finance further enhance their value proposition by allowing users to offer financing options directly through their payment pages [epaypolicy.com/nic-premium-finance/], [epaypolicy.com/uspremiumfinance-1/]. This strategic expansion and focus on secure, integrated solutions underscore ePayPolicy's ongoing efforts to maintain its market position and drive financial performance.

ePayPolicy actively engages with its audience and the broader insurance industry through a variety of online and in-person events, fostering education and showcasing its digital payment solutions. The company regularly publishes insightful content on its blog, covering critical topics like evaluating insurance premium payment options, understanding PCI compliance for insurance organizations, and comparing ePayPolicy to other payment platforms like Applied Pay [epaypolicy.com/blog/2026/06/03/comparison-epaypolicy-vs-applied-pay/, epaypolicy.com/blog/how-to-evaluate-insurance-premium-payment-options/]. These articles serve as valuable resources for insurance professionals seeking to optimize their payment processes.

Beyond written content, ePayPolicy maintains a comprehensive Education Center, offering resources such as help guides, integration details, client toolkits, and video tutorials to assist users with onboarding and maximizing their use of the platform [epaypolicy.com/education-center/]. The company also hosts webinars and offers personalized product demonstrations, like the "Digital Payments Demo," where prospective clients can explore the platform's features, sometimes even receiving incentives like Amazon gift cards and free trial periods [epaypolicy.com/digital-payments-demo/]. These demos highlight features such as custom, branded payment pages and the benefits of API integrations for automated collections.

ePayPolicy also participates in industry discussions and events, as evidenced by blog posts analyzing major conferences. For instance, they've published content reflecting on key takeaways from events like Insurtech Insights USA, demonstrating their engagement with leading trends and conversations in the insurtech space [epaypolicy.com/]. Through these varied participations, ePayPolicy solidifies its presence as an educational leader and innovator in digital payment solutions for the insurance industry.