Every insurance agency knows the pain of hidden friction. It is that manual and time consuming gap between a payment being made and its final reconciliation in your management and accounting systems. It creates delayed reporting, eats up valuable staff time, and creates the potential for manual entry data error.
We want to make that friction completely vanish.
We are so excited to share the next evolution in our partnership with Vertafore. This April, we’re rolling out Automatic Deposits with Cash Receipts. This is the final puzzle piece in a fully automated round trip workflow for agencies using Vertafore’s AMS360 management system.
Together, we’re working to create touchless accounting so that your data flows smoothly from quote to general ledger without any manual intervention.
The Three Pillars of Touchless Accounting
To completely eliminate the manual accounting gap, we have built out three core enhancements that work together to transform your back office operations.
- Automatic Invoice Offsets (Launched January 2026): For simplified premium financing – agencies can now invoice for a full premium while giving the client the flexibility to choose financing after the fact. Once selected, our system automatically adjusts the invoice, applies the down payment, and creates a receivable for the finance company. Your accounting team no longer has to manually unwind original transactions.
- AgencyOne Integration: Visibility is critical. As a Strategic Orange Partner, we worked alongside Vertafore to engineer our platform so users with AgencyOne can see ePayPolicy payment activity in real time right inside their primary dashboard. This gives agency principals and staff a real-time view into recent ePayPolicy transactions inside their management system, with additional features in development.
- Automatic Deposits with Cash Receipts (Arriving April 2026): This is the final bridge to full automation. This allows the system to automatically record receipts against paid invoices and instantly create the corresponding deposits in AMS360. By aligning digital payments directly with your agency’s bank account activity, we’re permanently eliminating the need for manual uploads and ensuring absolute financial accuracy.
Real Value Across Your Agency
Technology should work for your agency, not against it. By removing the need to build workflows around your tech stack, these enhancements drive immediate and measurable value for two critical roles in your organization.
For Agency Principals: Scaling Without the Overhead
Automating back office tasks is a direct driver of growth. Agencies utilizing our integrated financing options have seen up to a 50 percent increase in loan volume. By giving your customers payment flexibility while simultaneously reducing operational overhead, you can scale your business faster and with greater confidence.
For Accountants: Ending the Reconciliation Nightmare
We’re removing the risk of manual data entry errors and the dreaded task of matching disparate reports. What used to take hours of manual effort like downloading, cross referencing, and uploading is now handled instantly, accurately, and invisibly in the background.
Experience the Future at Accelerate 2026
Seeing is believing. We will be showcasing this complete touchless workflow live at Accelerate, Powered by NetVU, taking place April 13 through 16, 2026 at the Fontainebleau in Las Vegas.
Stop by the ePayPolicy booth to see how these industry first features are working together in real time. It is time to stop fighting with manual reconciliation and start letting automation do the heavy lifting.
