Live - Applied Pay Microsite Embed EN-US

Get Started with Applied Pay Today!

Say goodbye to paper checks and hello to an insurance-centric solution both your clients and your team will love.

Congratulations! Your customers are going to love this!

Sometimes finding the right words is hard. But when it comes to announcing to your customers you can accept digital payments, we’ve got you covered. Explore the provided content below to find the communications you need to help inform your customers about your exciting new capability of accepting digital payments through Applied Pay™.

Promote Applied Pay to Your Customers!

We have provided curated content for you below to help you announce Applied Pay to your customers and team. Click the “Get Template” button on the content you are interested in below to access.

Client Tool Kit

Customer Email

Announce your convenient new payment collection method to your customers.

Get Template

Internal Email

Help explain Applied Pay and its benefits to your team.

Get Template

Social Post

Tell the world about your exciting new payments solution.

Get Template

Direct Mail

Send an announcement in the mail to inform your customers.

Get Template

Proposal/Invoice

Add an announcement to your invoices or proposals.

Get Template

Hello [CUSTOMER], Good news! Paying your insurance premiums just got a whole lot easier. [COMPANY NAME] is delighted to announce we are now accepting digital payments! Keep an eye out for a link on your next invoice that will allow you to access our new payment portal, or if you want to check it out now, you can also access the portal through the “Pay Now” button on our website. Our goal is to provide exceptional service, and we are excited to offer you a convenient way to make payments safely and securely, using your credit card, ACH, ApplePay™, Pay by Text, and more. The choice is yours! Please don’t hesitate to contact us if you have any questions. We are always here to help! Best, [COMPANY NAME]

Customer Email - Intro Applied Pay #1

Hello Team, We have some exciting news! As we continue looking for opportunities to simplify how our customers interact with our agency, we’re pleased to announce that we’re now accepting digital payments! In the coming days, we’ll announce that [Agency Name] can now accept digital payments, powered by Applied Pay™. [INSERT LINK] Applied Pay is a cloud-based electronic payments hub that enables us to provide our clients a secure, online way to pay for new and recurring premiums from any computer, phone, or tablet. Our customers will love the convenience and simplicity Applied Pay offers, while our internal staff will love how this solution minimizes the hassle of collecting and processing paper checks. To help spread awareness to our customers, please share this payment page with your insureds via text or email, by placing a hyperlinked image in your email signature, or by directing them to the “Pay Now” button on our website. Your clients might have some questions, so here are the basics: • Applied Pay is a secure, PCI-Level 1 and NACHA Compliant solution • As a convenience to our customers, we offer the ability to pay via ACH ($4 fee) and Credit Card (3.5% of transaction amount) • We can accept debit or credit cards, ACH, ApplePay™, Pay by Text, and more • Insureds will receive an e-receipt when their payment is complete We are extremely excited about this new launch and look forward to making it easier than ever for our clients to pay their policy premiums. Please let us know if you have any questions. Thank you, [NAME]

Internal Email Template #1

Paying your premiums just got easier! Introducing digital payments, a secure and seamless way to make your payments through our client portal.

Social Media Post Template

Front: Making your premium payments as easy as 1,2,3 with <>! Back: Our goal at <> is to exceed your expectations. This means offering you a convenient and safe way to make payments online 24/7, on any device, using the payment method of your choice. <> allows you to login and make secure payments for any new and recurring premiums. We can accept all major forms of payment, including: • Automated Clearing House (ACH) • Credit Cards • Debit Cards • Apple Pay • eWallet • and more! Contact <> now to learn how to start making your payments online. <>

Direct Mail Template

Make your premium payments as easy as 1,2,3 with paperless billing!

Proposal/Invoice Template

Using <> is a convenient and safe way to make you premium payments online 24/7 on any device using your preferred payment method. To access digital payments, follow these easy steps: 1. Log in to <> 2. Click “Pay Now” 3. Insert your payment method of choice 4. Click “Submit” 5. And that’s it! You’ve just completed your payment! Life is hard enough. Make paying your insurance premium easy with digital payments today.

Hello [CUSTOMER], [COMPANY NAME] has just made it easier to pay for insurance! We are delighted to announce we are now accepting digital payments! Keep an eye out for a link on your next invoice that will allow you to access our new payment portal, or if you want to check it out now, you can also access the checkout page through the “Pay Now” button on our website. Our goal is to provide you with exceptional service, and we are excited to offer you a convenient way to make payments safely and securely, using your credit/debit card or ACH (bank draft). With digital payments, the choice is yours! Please don’t hesitate to reach out to us if you have any questions. We are always here to help! Best, [COMPANY NAME]

Customer Email - Intro Applied Pay #2

Team, We have some exciting news! As we continue looking for opportunities to improve the way our customers pay for premiums, we’ve decided to leverage Applied Pay, an innovative new Digital Payments Solution from Applied Services. You can visit our new checkout page here [PAY LINK]. Applied Pay is a cloud-based electronic payments hub that enables us to provide our clients a secure, online way to pay for new and recurring premiums from any computer, phone, or tablet. Some of the value points we considered when making this choice: Applied Pay offers 3 easy payment workflows to choose from: 1. Hosted Payment Link - One simple link allows insureds to make a payment from anywhere. 2. Agent Led Link – Generate a payment link directly from a client account inside of Epic 3. Insured Led Link – Direct insured to make payment inside CSR24 Client Portal Our customers will love the convenience and simplicity Applied Pay offers, while our internal staff will benefit from how the solution minimizes the hassle of collecting and processing paper checks. To help spread awareness to our customers, please share this payment page with your insureds via text or email, by placing a hyperlinked image in your email signature, or adding the link to your invoices and/or proposals. Your clients may have some questions, so here are the basics: • Applied Pay is a secure, PCI-Level 1 and NACHA Compliant solution • No volume caps. Single payments up to 1 million • As a convenience to our customers, we offer the ability to pay via ACH ($4 fee) and Credit Card (3.5% of transaction amount) • We accept all 4 credit cards (AMEX, VISA, MC and Discover) or a digital draft from their checking account via ACH • Both our team and our Insureds receive an e-receipt notification when the payment is complete We are excited about this new launch and look forward to making it easier than ever for our clients to pay their policy premiums. In the coming days, we will be coordinating training as part of our adoption plan, which will be managed by the Applied Pay Implementation team. More information on this is to follow. Please let us know if you have any questions. Thank you, [NAME]

Internal Email Template #2

Hello [CUSTOMER], As you may have heard, we launched our new GO DIGITAL payment initiative a week ago and the response has been AMAZING! Our goal is to provide exceptional service, so giving you greater flexibility when it comes to payments seemed like the perfect step forward. Now you can pay online safely and securely, via credit card or ACH (bank draft). You can see our new online checkout page here (PAYMENT LINK) or click the payment link in your next invoice. It’s also mobile friendly, so paying with your smartphone is quick and easy. Be sure to contact us if you have any questions. We are always here to help! Best, [COMPANY NAME]

Customer Email Reminder – 1 Week Later

Hello [CUSTOMER], It’s always great to hear good news. At [company name] we were excited to know that our new digital payments platform has been providing our customers with a better payment experience. Now that you’ve had a chance to try it out, we would love to get your feedback. If you have a minute, please follow this link [insert link] and let us know how your experience has been. What have you enjoyed most about paying online? How could we improve the experience? Our goal is to provide the best customer experience in the industry and your feedback is essential to making sure we are hitting the mark. Thank you again for allowing us to serve you, [COMPANY NAME]

Customer Email Reminder – 1 Month Later

(AGENCY NAME) is now accepting digital payments! Our secure online checkout page is now the easiest way to pay your premiums online. Just click the link in your next invoice. #PayDigital #Savethetrees #avoidcheckfraud

Social Media Post Template #2

At (AGENCY NAME) improving our customers' experience is our #1 goal. This is why we are excited to announce WE ARE GOING DIGITAL! Through our secure online checkout, you can now make your next payment online via credit card or ACH. It’s safe, secure, and simple to use. #GoDigital

Social Media Post Template #3

Tired of writing checks to pay your insurance bill? Did you know there’s a better way? To combat fraud and simplify the payment experience we have teamed up with Applied Pay, the industry’s #1 digital payment solution, giving you a simple, secure way to pay.

Social Media Post Template #4

Go Digital and Pay Your Insurance Premium Online

Graphic Social Media Post Template #2

TIRED OF WRITING CHECKS?

It’s Simple. Safe. Secure!

Now You Can Pay Your Premium Online.

Graphic Social Media Post Template #1

Check Fraud is on the rise, Don’t be a Victim.

Pay Online and Stop the FRAUD!

Graphic Social Media Post Template #4

You’ll Feel Better, and So Will Mother Nature.

Save the TREES, Pay Online.

Graphic Social Media Post Template #3

Pay Securely with Applied Pay Checkout.