3 Takeaways From NetVU17

3 takeaways from NetVU17

It’s been about 2 weeks since we returned from NetVU17 and my head is still swirling. Since I feel like I’ve finally caught my breath, it’s a good time to share some key takeaways from that trip.

Takeaway #1 – Nashville is booming!

I know, I know. I’m late to this story, but I was amazed at how many cranes are up around the Nashville area. What’s really cool about the construction is that even though there are some beautiful hotels going up like the JW Marriot right across the street from the Westin, Nashville isn’t giving up it’s charm. There are still older buildings like the one owned by The Standard (even if you don’t smoke cigars it’s worth the trip).

Takeaway #2 – NetVU17 is the busiest insurance event I’ve ever been to

During our 4 days in Nashville, I barely had time to sleep. It was constant movement from the time we got to the hotel to the time we checked out. There were breakfast meetings, hurried lunches, and long dinners with prospects and partners. In between the food, the exhibit hall was packed. The agencies and brokers were out in full force soaking up as much as they could between sessions and exhibitors. It was such a cool, high energy event. We are definitely looking forward to to NetVU18!

Takeaway #3 – There will be more Vertafore + ePayPolicy in the future

It’s always good to be at a show and bump into our existing customers. Words cannot describe how great it is to see so many people in the flesh after speaking over the phone for months or even years. And that goes the same for our partnership with Vertafore’s team. While we’ve integrated with Vertafore’s Finance Pro and AIM products, we anticipate more integrations on the way. Sit tight and wait for more great news on the horizon.
We hope to see you at NetVU18 in Atlanta. I’m sure it will be another great event.

Independent Insurance Agents of Wisconsin endorses ePayPolicy

Independent Insurance Agents of Wisconsin endorses ePayPolicy

IIAW knows! When it comes to speeding up receivables and accepting electronic payments in insurance, ePayPolicy is the go-to solution. IIAW now endorses ePayPolicy as the payment processor for all members.

“The IIAW not only endorses ePayPolicy, but we give it the ultimate stamp of approval by utilizing it so our members can pay their insurance premiums electronically. The feedback we have received has been fantastic and its interface is easy to use and efficient.” – Matt Banaszynski, CEO of Independent Insurance Agents of Wisconsin.

We promise no technical expertise, no contract, and you cancel at anytime. IIAW members should use the code “iiawmember” when signing up. Speed up your receivables with ePayPolicy!

Independent Insurance Agents of Georgia endorses ePayPolicy

Independent Insurance Agents of Georgia endorses ePayPolicy

IIAG and ePayPolicy have teamed up to offer all members the easiest way to accept e-payments. Georgia agencies can now have their own, agency-branded payment page to collect any payment via credit card or eCheck.

“I will say that I was skeptical at first when I heard about ePayPolicy. Even after seeing a short demo, I thought it was too easy to use. We signed on and rolled this out to the staff. It wasn’t 24 hours before I was hearing how much they loved this process and product. It’s been a time saver as well as saving us on fees.” ~Betsy Olson Chief Executive Officer of IIAG

There’s no technical expertise, no contract, and you cancel at anytime. IIAG members should use the code “iiagmember” when signing up. Speed up your receivables with ePayPolicy!

Click here to learn more about IIAG’s endorsement of ePayPolicy.

Massachusetts Association of Insurance Agents partners with ePayPolicy

Accepting credit cards and echecks has never been easier!  MAIA has partnered ePayPolicy as the payment processor of choice to its members. Agents receive an agency-branded payment page to collect any payment due to your agency.

“Over the years we’ve heard from many of our member agents – especially the smaller shops – that they are seeking a cost-effective way to take online payments. Our partnership with ePayPolicy fills this need by providing a simple way to process online payments from clients via ACH or Credit Card.” ~Heather Kramer  VP & COO of MAIA

Sign up is easy and online.  No contract or technical expertise needed.  Use your MAIA code, ‘maiamember’ when you sign up!

Click here to read more about MAIA’s partnership with ePayPolicy.

Configuring Vertafore's FinancePro with ePayPolicy

ePayPolicy and FinancePro are now integrated to provide seamless payment processing. Vertafore customers now have the ability to process credit card and ACH payments easier than ever within FinancePro. Whether you’re already a Vertafore customer, or are considering FinancePro for your company, we’re ready to help you marry these two powerful financial tools. Here’s what you do:

Step 1 – Sign up for ePayPolicy (5 minutes)
ePayPolicy makes accepting credit card and ACH payments a breeze. Our sign up process takes about 5 minutes and accounts are approved in 24 hours. We require no contracts, no bank statements, no personal guarantees, and no technical expertise. Once approved, a confirmation email will be sent to you that includes a Vertafore link in the footer.

Step 2 – Send us an email
Click the link in your confirmation email footer, or click here and let us know you’d like to connect your ePayPolicy and FinancePro accounts. We work directly with Vertafore on your behalf to enable FinancePro configuration within a couple of days.

Step 3 – Configure FinancePro (60 seconds)
Before you proceed further, make sure to process any pending payments.

Log into FinancePro and process any outstanding payments you may have. Next, click on Settings > Banking >> Electronic Payment Provider. There you will enable credit card and ACH payments, select ePayPolicy as your processor, and complete the fields highlighted in the image below. Hit save.

financepro-epaypolicy-configuration

Want to learn more? Drop us an email or give us a ring at 844-372-9300.