ePayPolicy Integrates with Vertafore’s AMS360

by Industry News & Company Updates

AUSTIN, TX – July 23, 2019 –  ePayPolicy, a Vertafore Orange Partner, today announced it is adding payment processing capabilities to Vertafore’s AMS360 agency management system and extending its integrations into five Vertafore management systems.

ePayPolicy supports independent insurance agency efficiency and superior customer experiences by enabling agencies to accept payment via credit card or ACH instead of check.
“It makes paying for insurance like paying for most any other purchase in today’s digital environment — instant and easy,” explained Milan Malkani, ePayPolicy co-founder.

AMS360 is Vertafore’s foundational agency management system, designed to help independent agencies to streamline workflows , improve renewals and retention , and drive new business, resulting in improved employee productivity and a superior customer experience.

“ePayPolicy has proven to be an indispensable solution partner. Its team is as avidly customer-centric in its thinking and product delivery as we are at Vertafore,” said Doug Mohr, VP of Industry Relations & Partnerships, Vertafore. “The 6,000+ agency users of our best-in-class AMS360 system now have best-in-class payment processing capabilities. This partnership is truly customer service at its technology-driven best.”

ePayPolicy shows the exact balances due. Once payments are made, activities and suspenses are created automatically within AMS360. Users will also benefit from easy on-boarding, quick setup, clean accounting and a fast, one-to-two-day go-live timeline.

“Our valued relationship with Vertafore just got deeper and stronger,” added Malkani. “Integration with such a powerhouse system as AMS360 exponentially increases our exposure within the independent agency market.  More important, it offers thousands more independent agents and brokers the ability to modernize the way they accept insurance payments.”

About Vertafore
For over 50 years, Vertafore, the leader in modern insurance technology, has built and supported superior InsurTech solutions to connect every point of the distribution channel. Vertafore agency management, ratings, regulation, compliance, and connectivity products streamline workflows, improve efficiency and drive productivity for more North American insurance professionals than any other provider—including more than 20,000 agencies, over 1,000 carriers and 23 state governments. Through a continual focus on operational excellence, development of innovative solutions, and alignment with key industry partners, Vertafore is leading the way for customers of all sizes by delivering results that make a difference.

For more information about Vertafore visit https://www.vertafore.com

To learn specifically about AMS360 visit  https://www.vertafore.com/products/ams360

About ePayPolicy
ePayPolicy is the simplest way to collect digital insurance payments. Austin, Texas-based ePayPolicy is the nation’s foremost provider of payment processing developed exclusively for independent agencies, brokers/MGAs and premium finance agencies.  The company’s  innovative electronic payment processing portal enables clients to accept credit card or ACH without messy merchant accounts or hidden fees.  ePayPolicy sets up quickly, integrates seamlessly with leading management systems, and is endorsed by independent insurance associations nationwide. To find out more visit https://epaypolicy.com

The company’s annual InsurTech Agency Award recognizes independent insurance agencies/brokerages for leveraging technology to enhance their sales, marketing, and customer service. Details and call for entry are at https://www.insurtechaward.com/

Media Contact:
Seth Nagle, Director of Marketing, ePayPolicy | 512-643-9015 | Seth@epay3.com
Alexea Candreva, SSPR | 719-475-0370 | vertafore@sspr.com

The Leavitt Group Conference 2019

by Industry News & Company Updates

The Leavitt Group
Leavitt Group Insurance, a branch off of Leavitt Group, is one of the largest privately-held insurance brokerages in the country. The agency offers employee benefits solutions, property and casualty insurance, risk management and other services. Every year, the Leavitt Group hosts an annual conference, and this year our team was honored and proud to have attended this event at The Westin Lake Las Vegas Resort and Spa on June 5 – 7.

“I’m truly amazed at how such a large organization can still maintain such a tight, family-oriented culture,” says Milan Malkani, Co-founder of ePayPolicy. “What really struck us, their gala, where every award recipient showed genuine admiration for their team and couldn’t stop thanking them enough for their dedication and support. Almost every other speech used the word “love” when referring to the people around them and it wasn’t uncommon for the speaker to have to take a moment and compose themselves after getting a little choked up. This isn’t just a job for them; this is truly their family.”

To conclude the night, Dixie and Anne Leavitt gave speeches from their heart. It was Anne’s speech that really stole the show for everyone. Her delivery, her way with words, and her message of kindness completely left everyone in aw.  She cited the story of Gander, Newfoundland in the wake of the 9/11 attacks to illustrate the power of human kindness. She spoke of how the right thing to do is care for others and that we have the power to do so as an individual instead of waiting for a group at large to start a movement. It was an amazing experience for the ePayPolicy team, unlike any other conference we’ve attended before.

To say we’re excited to be working with the Leavitt group and their members would be an understatement. At ePayPolicy we understand that the insurance industry isn’t just a grouping of companies but a network of families, when we can partner with like-minded insurance professionals it’s a wonderful thing.

Created by insurance experts for the insurance industry ePayPolicy provides the simplest solution for insurance agents, brokers, MGAs, and premium finance companies to collect credit card and ACH payments. Visit https://epaypolicy.com/ to learn about our Vertafore integrations and to request a demo today!