Real-Time Invoicing
Let your insureds review and select which invoices they would like to pay directly from your client portal.
Invoice Notifications
Send automatic email reminders for due and past due invoices through your dashboard.
AutoPay
Allow your client to set up a payment method that will automatically pay invoices when due.
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Your ePayPolicy payment page shows the exact balances due by the insured. After payment, an activity and a suspense will automatically be created within AMS360.
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With our Applied integrations, ePayPolicy automatically syncs electronic payments into EPIC or TAM as activities.
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Generate an invoice for each payment due. When a payment is received and processed, the agency can automatically generate and send a receipt to the client.
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Generate an invoice for each payment due. When a payment is received and processed, the agency can automatically generate and send a receipt to the client.
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ePayPolicy automatically reconciles electronic payments into Vertafore’s AIM, streamlining activities across accounting and eliminating the need for duplicate data entry.
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ePayPolicy automatically reconciles electronic payments into Vertafore’s AIM, streamlining activities across accounting and eliminating the need for duplicate data entry.
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Once activated, your insureds can make installment and down payments safely and securely with FinancePro.
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Clients can pay agency bill polices electronically through the client portal. InsurLink Payments creates an important client touchpoint that is safe, secure, and convenient.
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Insureds will see the exact balance due on their invoice. ePayPolicy automatically creates a task in QQCatalyst in real time.
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ePayPolicy automatically reconciles electronic payments into Vertafore’s Sagitta, eliminating the need for duplicate data entry.
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Your ePayPolicy payment page will show the exact balances due by the insured. Post-payment, an e-receipt will automatically be created within Veruna.
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Electronic payments (credit card and ACH) are automatically reconciled into MGA Systems’ IMS.
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With Hawksoft's Hawklink connector, you can eliminating the need for duplicate data entry.
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The only payment processor integrated with Pathway’s Self Service Kiosk, an intuitive client portal solution.
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With Nexsure's integration, you can streamline activities across accounting and eliminating the need for duplicate data entry.
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With BindHQ's integration, you can streamline activities across accounting and eliminating the need for duplicate data entry.
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With BindHQ's integration, you can streamline activities across accounting and eliminating the need for duplicate data entry.
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Virtual MGA users have the benefit of seeing exact invoices, receipt of policies and reconciling premium bordereau all in real time.
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Your ePayPolicy payment page will show the balances due by the client. Then, an e-receipt will be created within your Jetfile management system after a payment.
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Your ePay page will show the exact balances due by the insured. After a payment has been made, a cash receipt will automatically be created within Novidea.
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ePayPolicy's WeSignature integration allows for documents to be signed and insurance to be paid all at once. Send, sign, and pay!
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ePayPolicy's payment solution seamlessly integrates with your AMS and auto-syncs payments right back into your dashboard.
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With Loro's intregration, you can streamline activities across accounting and eliminating the need for duplicate data entry.
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With Trailblazer's integration, you can streamline activities across accounting and eliminate the need for duplicate data entry.
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