Our ePayPolicy integration allows you to collect payments from your client at the same time they review and sign their submission documents—no separate steps, emails, or follow-ups required.
How it works
Prepare your submission as usual
Build your submission and generate your ACORD forms (e.g., 125, 127).
Any information collected from your client will already be populated into the forms.
Start the signing flow
Click Sign and create your signing packet.
Select the forms you want signed and choose the signer (e.g., the primary contact).
Enable payment collection
Before sending, turn on Collect payment.
Select the payer
Enter the amount to collect.
This will attach an ePayPolicy checkout directly to the signing experience.
Send to your client
Share via email or a shareable link.
The client will complete both signing and payment in one flow.
Client experience
Opens the shareable link
Clicks Get started
Reviews and signs documents
Clicks Agree and pay
Completes payment via:
ACH
Credit card
Once complete:
Documents are signed
Payment is processed
A receipt is sent directly from ePayPolicy
The client can download signed documents immediately
What you receive
Notification when the full packet is signed
Confirmation that payment has been successfully collected
Summary
The ePayPolicy integration streamlines the final step of the submission process by combining signatures and payment into a single, seamless experience for your client.