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Industries | Insurance payment processing

Payment processing built for insurance companies and agencies

Payment processing built for insurance companies and agencies

Generic payment processors were not built for how insurance billing works. EBizCharge connects natively to Salesforce, QuickBooks, NetSuite, and the other platforms your agency already runs so premium payments post automatically and your team stops reconciling by hand.

Generic payment processors were not built for how insurance billing works. EBizCharge connects natively to Salesforce, QuickBooks, NetSuite, and the other platforms your agency already runs so premium payments post automatically and your team stops reconciling by hand.

6+ hours

SAVED WEEKLY ON AR

40% decrease

IN PAYMENT PROCESSING COSTS

3x reduction

IN DAYS SALES OUTSTANDING

Payment processing built for Insurance Companies and Agencies

Trusted by companies across the country

Merchant account services for insurance companies and agencies

Merchant account services for insurance companies and agencies

100+ native integrations

Premium payments, renewals, and claims billing post automatically into QuickBooks, NetSuite, Salesforce, and 100+ platforms with no manual reconciliation required.

Recurring billing

Automate premium billing cycles

Automated billing cycles for monthly, quarterly, or annual installment plans run on schedule and post into your accounting system without manual intervention.

ACH and eCheck Processing

Lower-cost payments with ACH

Give policyholders a bank transfer option alongside credit and debit card. ACH carries lower processing fees on recurring premium payments and runs through the same platform as card.

Payment links and email invoicing

Send renewal links and get paid online

Agents send a secure payment link to any policyholder and collect outstanding premiums in seconds. Works for renewals, outstanding balances, or any payment outside the regular billing cycle.

Virtual Terminal

Collect premiums securely

Agents collect credit and ACH payments over the phone through a secure virtual terminal that works inside Salesforce or standalone.

Advanced security

Encrypted and tokenized payments

Tokenization and encryption keep cardholder data out of your systems. PCI DSS compliance is built in across every account, reducing liability without requiring internal resources to maintain it.

Built for reliable insurance credit card processing

Built for reliable insurance credit card processing

100+ integrated payments

EBizCharge connects natively to Salesforce, QuickBooks, and NetSuite, so payment processing for insurance companies posts directly with no manual reconciliation.

Recurring billing made simple

Installment premium plans run automatically on the schedule you set, so agents are not manually billing renewals each cycle.

Flexible payment options

Policyholders can pay by credit card, debit card, or ACH online, over the phone, or by email.

Built for reliable insurance credit card processing

Smarter payments for insurance agencies

Smarter payments for insurance agencies

Hands-free payments posting

Hands-free premium reconciliation

Premium payments, renewals, and claims billing post automatically into your CRM or accounting system, so insurance payment processing means no manual reconciliation at month end.

Protection built in, not bolted on

Protection built in, not bolted on

Offsite data storage and fraud detection stop threats before they reach your business, with tokenization and encryption that keep you PCI compliant automatically.

A dedicated support team

A dedicated support team

Support comes from a team already familiar with premium billing, agency systems, and how insurance companies actually collect payments.

See how EBizCharge can simplify payment processing for insurance companies

What our customers are saying

5 star rating

“Outstanding support and an easy, smooth implementation in a short timeframe”

Terry M.

5 star rating

“EBizCharge has been a wonderful partner and has eliminated a tremendous amount of
manual data entry.”

Greg L.

5 star rating

“Simple and easy to use. Customer service is outstanding, efficient and always friendly.”

Donna B.

5 star rating

“Outstanding support and an easy, smooth implementation in a short timeframe”

Terry M.

5 star rating

“EBizCharge has been a wonderful partner and has eliminated a tremendous amount of manual data entry.”

Greg L.

5 star rating

“Simple and easy to use. Customer service is outstanding, efficient and always friendly.”

Donna B.

EBizCharge is rated 4.8/5 stars on 105+ G2 reviews. | See what they are saying

EBizCharge is rated 4.8/5 stars on 105+ G2 reviews.

Frequently asked questions

Frequently asked questions

Payment processing for insurance companies and agencies refers to the infrastructure used to collect premium payments, policy renewals, installment billing, and claims-related payments from policyholders. The right solution integrates with the agency management system or CRM the company already uses, supports ACH for lower-cost recurring premium collection, handles installment billing automatically, and gives agents a way to collect payments over the phone or by email without manual processes.

EBizCharge is a Salesforce AppExchange partner with a native integration that allows insurance agencies to process premium payments and collect policy renewals directly inside Salesforce. Payment data syncs automatically between Salesforce and your accounting system so agents work from one platform without managing separate payment tools. Recurring billing, email pay, and mobile payment acceptance are all available within the Salesforce integration.

Yes. EBizCharge supports automated recurring billing cycles for monthly, quarterly, and annual premium installment plans. Billing runs automatically on the schedule you configure and posts directly into your accounting system without manual intervention from your finance team.

Yes. EBizCharge supports ACH and eCheck processing alongside credit and debit card through one platform. For insurance agencies collecting recurring premium payments, ACH is a cost-effective alternative that carries lower processing fees than credit card. Both payment types post automatically into your CRM and accounting system.

Insurance billing software typically refers to platforms that manage policy records, premium schedules, claims processing, and agency accounting. EBizCharge is not insurance billing software — it is the payment processing layer that works inside your existing agency management system, CRM, or accounting software. It handles the acceptance of credit card, debit card, and ACH payments and posts them automatically into whichever system your agency runs.

Through the Salesforce integration, agents can securely collect payment information and process transactions directly inside Salesforce during a client call without exposing card data or switching to a separate system. Payment links can also be sent by email immediately after a call so the policyholder can pay in seconds without requiring a portal login.

EBizCharge is PCI DSS compliant and uses tokenization and end-to-end encryption to protect cardholder data. Sensitive card information is never stored in your systems, which reduces PCI scope and limits liability across your agency or company. Fraud prevention tools and secure vault storage are included on every account.

Most insurance agencies are approved and live within two to three business days. The application takes about 15 minutes, approval typically comes within one to two business days, and your Salesforce or accounting system integration is configured by EBizCharge during onboarding. Staff training is included before go-live at no additional cost.

Explore more features

Explore more features

Virtual terminal

Virtual terminal

Virtual terminal

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Acumatica payment processing

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Salesforce payment processing

Salesforce payment processing

NetSuite payment processing

NetSuite payment processing

Take the first steps today

Take the first steps today

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