Applied Pay Tool Kit 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.

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Internal Email

Help explain Applied Pay and its benefits to your team.

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Social Post

Tell the world about your exciting new payments solution.

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Direct Mail

Send an announcement in the mail to inform your customers.

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Proposal/Invoice

Add an announcement to your invoices or proposals.

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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 Template

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

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.