### Contents

- [**Articles**](#resources-articles)
- [**Discussions**](#resources-discussions)

# Insurance Billing Software Resources

##### Articles and Discussions to expand your knowledge on Insurance Billing Software

Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find [articles](#resources-articles) from our experts and [discussions](#resources-discussions) from users like you.

[ContentsExpand/Collapse Contents](#)
- [**Articles**](#resources-articles)
- [**Discussions**](#resources-discussions)

## Insurance Billing Software Articles

[![What Is Insurtech? Terms, Benefits, and Definition](https://learn.g2crowd.com/hubfs/Stock%20images/Couple%20with%20realtor%20signing%20mortgage%20contract.jpeg "What Is Insurtech? Terms, Benefits, and Definition")](https://www.g2.com/articles/insurtech)

[
### What Is Insurtech? Terms, Benefits, and Definition
](https://www.g2.com/articles/insurtech)
The sweeping arm of digital transformation has cast aside normal operating procedure and catalyzed technological innovation in the insurance industry. 

[
 ![Patrick Szakiel](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Patrick Szakiel")
PS

](https://learn.g2.com/author/patrick-szakiel)

by Patrick Szakiel

## Insurance Billing Software Discussions

0

Question on: Applied Epic
[Is there a way to add taxes and fees so that it carries over into the invoicing section?](/discussions/is-there-a-way-to-add-taxes-and-fees-so-that-it-carries-over-into-the-invoicing-section)

?

Taxes and fees are processed as transactions to a policy. You can add custom transactions in Configure\>Accounting\>Transaction Codes.

Answered: Lori Merriman on November 15, 2019

You can't set a standard fee/ tax that will always carry over into an invoice if that is what you are looking for. In our system we have CTAX - Company Tax and CFEE - Company Fee that are transaction codes that we add to the transaction for those items. 

Answered: Samantha Smith on January 9, 2020

It is an invoice line item as any separate charge. However, if you are referring to surplus lines tax that the AGENCY is responsible for collecting, filing and paying, you can set it up as a government tax in configuration, which is usually a percentage of the premiums and fees and then you assign the tax to the premiums and fees. 

Answered: Lori Merriman on January 9, 2020

[See more answers (2)](javascript:void(0);)

[Your answer](/discussions/is-there-a-way-to-add-taxes-and-fees-so-that-it-carries-over-into-the-invoicing-section/comments/new?remote=true)

0

Question on: Applied Epic
[What is Applied Epic used for?](/discussions/what-is-applied-epic-used-for)

What is Applied Epic used for?

Applied epic is software is an agency management system that insurance agencies and brokers use to keep track and store policy information for customers who have Commercial insurance, personal Insurance, Bonds, Life & Health. the system works with National and local carriers to connect and integrate with coverage provide by the agencies insurance carriers. Downloading policies and updates daily. 

Answered: Nicole (Nikki) Ellison on October 29, 2024

[Your answer](/discussions/what-is-applied-epic-used-for/comments/new?remote=true)

0

Question on: ePayPolicy
[What is ePayPolicy used for?](/discussions/what-is-epaypolicy-used-for)

What is ePayPolicy used for?

ePayPolicy is an all-in-one payments solution, built for insurance. The main use case is collection of credit card and ACH payments online. However, we also provide tools like: automated paper check collection and reconciliation, payables network to send funds across the industry, and premium financing at online checkout.

Answered: Anamaria Cifuentes on September 20, 2023

[Your answer](/discussions/what-is-epaypolicy-used-for/comments/new?remote=true)

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