Achieving Touchless Accounting with Vertafore and ePayPolicy

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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.

How R.K. Tongue Managed 50% Premium Finance Premium Growth with Finance Connect

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R.K. Tongue is a leader in providing specialized coverage for the dental industry. As their business grew, their commitment to providing every client with flexible payment options meant a massive increase in administrative tasks. To ensure clients always had a choice, the team was proactively creating a finance proposal for every single invoice they sent out.

Even with a dedicated team, this level of service created a heavy lift:

  • Proactive Service: They were generating up to 300 finance agreements a month to ensure every client saw their options upfront in their busy season.

  • Dedicated Effort: This meticulous process took about 5 minutes per policy to prepare and follow up on.

  • Busy Season Pressures: During peak summer months, the sheer volume made it challenging to stay ahead of their ambitious internal billing goals.

  • Manual Tracking: Relying on paper checks and manual follow-ups meant the team spent a lot of time confirming signatures and payments.

The Secret Sauce: The Vertafore + ePayPolicy Integration

When R.K. Tongue looked for a digital payment partner, they chose ePayPolicy because of its seamless integration. They needed a system that talked to their Vertafore management system to keep things moving.

Building on that foundation, they added Finance Connect. Now, instead of a separate, multi-step process, financing is a natural, digital part of the checkout flow.

“The integration is the reason why ePay won. The ability for all of that information to feed directly over is key.”  — Sarah Goldbach, R.K. Tongue

Why Customers and the Team Love It

By making financing an automatic, built-in option, R.K. Tongue is meeting their clients exactly where they are.

  • Flexibility for the Business: Financing helps business owners manage their cash flow and pay in a way that fits their specific budget.

  • Simplified Experience: There is no need for extra phone calls or paperwork; the option is right there alongside the credit card and ACH choices.

  • Modern Self-Service: Today’s busy professionals, like dentists, appreciate being able to handle everything from their phones in seconds.

The Results: Real Automation in Action

Since adopting Finance Connect, R.K. Tongue has seen an incredible shift in efficiency.

  1. 50% Growth in Loans: Because the digital experience is so easy, R.K. Tongue saw their financing volume jump by 50% year-over-year.

  2. Reclaiming the Calendar: They have automated the finance process for 95% of their business. This allows the team to focus on high-value client service rather than generating “just-in-case” paperwork.

  3. Seamless Accounting: With the Invoice Offset feature, the system handles the accounting entries in Vertafore automatically.

“It has been fabulous. She does not have to [manually create the invoice] every day. It is taking little pieces away each time and just making it step-by-step incrementally better.”  — Wendy, R.K. Tongue

The Bottom Line

R.K. Tongue is not just taking payments; they are using the ePayPolicy and Vertafore integration to offer a premium level of service. By automating the routine tasks, they have stayed ahead of their goals and given their clients a friction-free way to protect their practices.

Premium Financing as easy as pay-in-full with Finance Connect and Automatic Invoice Offsets

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In 2026 ePayPolicy believes there is a new way to handle the PFC process, Real Automation. We believe you should be able to invoice for the full amount and let the client decide how to pay—without breaking your back office. 

However, until now, there has been a hidden friction in every agency. It sits between the Producer, the Account Manager, and the Accounting team. It is the friction every time a policy is financed.

Most agencies prefer a client pay in full. It’s cleaner. It’s faster. But when a client says, “Actually, I’d like to finance this,” the accounting and back office are left in confusion.

The “Old Way” We know you spend countless hours ensuring your data is accurate. Currently, offering financing usually looks like this:

  • Step 1: Stop the presses: Ask the client how they want to pay before invoicing.
  • Step 2: Go to a PFC portal, manually enter quote data, and get terms.
  • Step 3: Create a specific financing invoice in AMS360.
  • Step 4: Send a PDF and pray the client signs it quickly.

If you skip step 1 and invoice for pay in full, but they want to finance, your accounting team has to unwind the transaction, void the invoice, and start over to prevent incorrect AR/AP reports.

The New Way: Real Automation. With the latest update to Finance Connect (available through some of our integration partners), we have introduced automated AR write-back for premium financing.

Here is the new reality:

  • Step 1: You send a standard Pay in Full invoice.
  • Step 2: The client lands on the payment page and sees a “Finance This” option.
  • Step 3: They sign and pay the down payment digitally.
  • Step 4: ( The Magic Part): ePayPolicy writes back to AMS360. We automatically adjust the invoice, apply the down payment, and create the receivable from the finance company.

Why this matters for your role:

  • For Sales/Producers: You capture more revenue. Agencies see up to 30% increased loan volume when the option is presented automatically.
  • For Accounting: No more messy accounting or manual journal entries to fix AR.
  • For Ops: You stop being the middleman between the carrier, the client, and the finance company.

This isn’t just a “feature.” It’s the promise of automation finally working for the agency, not against it.

To learn more, reach out to your account manager or the ePayPolicy support team!

New Integration: INTX

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ePayPolicy announces a new integration with INTX Insurance Software (INTX), a provider of a fully integrated, end-to-end solution for the property and casualty insurance policy lifecycle. The partnership enables insurance carriers and MGAs to digitally manage premium payments more conveniently, securely, and efficiently through INTX’s policy administration system.

Streamlining Success: O’Quinn Insurance Finds Efficiency with ePayPolicy and HawkSoft

by Client Spotlight Series

O’Quinn Insurance Services is a rapidly growing agency, and has been using ePayPolicy since 2021. In an effort to support their growth, they’ve recently taken advantage of new integrated features between ePayPolicy and their management system, Hawksoft.

The integration with Hawksoft 6 was announced last year, and O’Quinn activated it shortly thereafter. Now, their payment details are written back to HawkSoft 6 automatically.

“Since switching to HawkSoft 6 with the integration, everything has worked smoothly!” O’Quinn insurance said. 

After realizing the time savings with their Hawksoft integration, they decided to take advantage of another recently announced feature – integrated premium financing, with Finance Connect.

“The whole process is so much better now – our customers have an easier way to pay, our team has less work and follow up, and, most importantly, our CFO only has one place to look for invoicing/payments,” said Sandi Copson, operations manager for O’quinn insurance..

Finance Connect allows O’Quinn to offer simple premium financing terms with their existing PFC partner, Capital Premium Finance, on their existing ePayPolicy payment page. Customers can view terms, sign the PFA and enroll in automatic payments in one setting, without any back-and-forth communication between O’Quinn and Capital Premium Finance.

When asked what advice they might provide to similar agencies, O’Quinn said, “I’d recommend they start tracking the amount of time they spend on their billing, follow-up, and accounting. It takes way more resources than anyone really realizes and when you see the amount of time, it really hits home how much you need to switch.”

For agencies considering a shift to digital payments, O’Quinn Insurance’s success story serves as a compelling testament to the transformative power of ePayPolicy. The platform’s ability to simplify transactions, reduce operational overhead, and improve financial insight makes it an invaluable tool for modern insurance organizations.

To book a meeting with someone from ePayPolicy to learn how the HawkSoft 6 integration could streamline your business click Here!

How quotes and invoices helped an agency streamline their operations

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David Call, owner of Ryan Everet Insurance in North Texas, has been a loyal ePayPolicy user for over five years. Now ePayPolicy’s newest feature, Quotes and Invoices, has streamlined David’s operations once again, making client interactions smoother and more efficient than ever.

“We do primarily commercial insurance, and most of that is agency billed,” David explains. “Every time we have an interaction with a client, payment is going through ePayPolicy, so we use it every day.”

For David, the key to ePayPolicy’s success lies in its simplicity and its ability to help customers by giving them options. The new Quotes and Invoicing feature allows his team to create invoices directly within the ePayPolicy system and send them to clients with just a few clicks. This streamlined process offers clients the flexibility to pay in full or explore premium financing options, all within the same interface.

“It’s been really nice to have that option for our customers so that they can decide at the point of sale,” David notes. He highlights how the feature eliminates the cumbersome process of manually obtaining quotes from finance companies and communicating them to clients. “It just makes it really seamless whenever somebody is wanting to finance,” he says.

The benefits extend beyond client convenience. David emphasizes the significant time savings his agency has experienced. “Oh, yeah. It’s been so much easier because we don’t have to chase down the financing agreements,” he explains.

With ePayPolicy, the process is automated. Once a client chooses to finance, the signed agreement is automatically emailed to David’s agency, ready to be input into their management system. This eliminates the need for manual tracking and ensures all documentation is readily available.

“We’re using ePayPolicy, so we’re very familiar with how to use your system, and it’s basically making it as easy as possible for us to do business with people,” David says. He appreciates how ePayPolicy aligns with his agency’s philosophy of simplifying interactions and fostering client engagement.

Andrew Easley, representing ePayPolicy, acknowledges David’s perspective, emphasizing the company’s commitment to making life easier for insurance professionals. “I understand how important it is to make insureds’ lives easier to do business with your agency, and I’m so happy to hear that ePayPolicy has provided you with another tool to make life a little bit simpler,” Andrew says.

For David Call and Ryan Everet Insurance, ePayPolicy’s Quotes and Invoicing feature has proven to be more than just a new tool; it’s a game-changer that has enhanced efficiency, improved client satisfaction, and solidified their partnership with a platform that truly understands the needs of the modern insurance agency.