Technical Support

We understand you may have some questions. Check our answers below to the questions that we get asked most frequently. If you need additional support, feel free to email us give us a call at 800.768.0907. We look forward to hearing from you.

Frequently Asked Questions

Why would I want to accept credit cards?

Your customers expect to be able to pay by card for all their policies. By accepting credit/debit cards you become easier to do business with. On top of making your customers happier your business will get paid faster with standard next business day deposit of all card funds into your account.

What is Intelligent Invoicing?

A suite of digital tools that delivers a new level of efficiency in agency billing. This new solution enables insurance agents, brokers and premium financing providers to give policyholders the option of paying now or using payment plans through a single invoice. It also prefills some or all of the invoice so the process can be fully automated in concert with your existing processes.

How do I offer Premium Finance/Payment Plans?

Our invoicing integrates with the Premium Finance company of your choice to embed this option in the invoice for your customer to choose. Ask our sales or service team for more information about the finance company of your choice.

What payment methods can be used with Simply Easier Payments?

Simply Easier Payments offers you the ability to accept ALL major credit cards including Visa, Master Card, Discover, AMEX and ACH payments. You can even make payments out – Give us a call 800.768.0907 for more about this feature.

Who else is using this service?

Thousands of insurance Agencies, Agency Groups, Brokers, MGAs, Premium Finance Companies, and Carriers use our platform for compliant digital payments. For nearly 20 years we have been adding and enhancing features designed specifically for the needs of the insurance industry.

Is this the right choice for the insurance industry?

Not only is Simply Easier Payments the right fit, we are a perfect fit. Whether you are a Carrier, MGA, Broker or Agent, there is simply no reason to let the cost of accepting payments from your customers eat into your margins. While other industries have the ability absorb processing costs as a standard part of their pricing models, this is not the case in the insurance space. Let us take that cost off of your hands.

Is it secure?

Simply Easier Payments has maintained the highest level of security for more than a decade with PCI DSS Level 1 validation. Our system includes a secure Payment Information Storage Vault, which safely stores customer payment information offsite. Your customer’s data and your funds are always protected.

Is it compliant in my state?

Simply Easier Payments is 100% compliant in all 50 states in the US.

My state doesn’t allow merchants / agents to charge fees.

Lucky for you, we are the ones charging the fees. The fees are never deposited into your account, so there is no confusion as to who is charging the fees.

How do I sign up?

Signing up is free and easy. Simply fill out the merchant application: Get Started – Sign Up for Free. Completing the application should only take about 10 minutes. No other financial information is required. If you can only complete a portion of the form, don’t worry. We save it for you and email you a link so that you can finish filling it out at your convenience.

When will my money be deposited?

All credit card payments will be deposited the next business day. ACH is deposited on the second business day.

Am I protected when I use Simply Easier Payments?

Simply Easier Payments is responsible for maintaining the security of merchant cardholder information that is entered and/or stored within the Simply Easier Payments system. ​

How can I confirm that a payment has been made?

We provide you with a robust reporting tool that will allow you to look in real-time at any transaction you have processed. You can also search date ranges of payments, and export the data to a spreadsheet.

How do I or my customers make payments?
There are many payment methods. These are optional, so you can decide what works best for you and your customer:
  • You can login and take the payment for your customer.
  • You can set up as many users as you would like, and control what each user is authorized to do in the system.
  • You can put a branded link on your website.
  • You can send your customer an invoice.
  • You can include a prefilled Simply Easier payment link in your existing invoice.
  • You can set your customer up on recurring billing – They will receive an email two days before the payment runs.
  • If your management system supports it, we can seamlessly integrate our payment system with your management system.
Will I be notified when a customer makes a payment online?

Yes. We have real-time payment notification. You can add one or multiple email address to receive a notification every time a payment is made. We can also automate an email for a daily deposit report at a time of your choosing.

How do I provide receipts?

Our automated feature sends receipts automatically if your customer’s email address has been entered. You can also resend receipts at any time using our Simply Easier Payments reporting tool.

Can I process a refund?

Yes. Not only can you refund a payment that your customer has made, if you issue the full refund, we will also refund the fee to the customer.

How do I reconcile the payments I have taken with deposits?

Using the Daily Deposits Tab, select any date, and we will show you a list of all payments that make up that day’s deposit. It’s Simple and Easy.

Don’t see answer to your question?

Let us know by sending us a message or calling us
at 800-768-0907.
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