ePayPolicy Integrations

Integrations

Powerful connections to the most popular management and accounting systems for insurance. Custom and open API integrations available as well.

Integrations Make Fast Even Faster

Automate work, improve security and reduce manual, redundant tasks.

ams360 Management System Digital Payment Integration with ePayPolicy

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.

Applied Systems

With our Applied integrations, ePayPolicy automatically syncs electronic payments into EPIC or TAM as activities.

nowcerts Management System Digital Payment Integration with ePayPolicy

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.

AIM Management System Digital Payment Integration with ePayPolicy

ePayPolicy automatically reconciles electronic payments into Vertafore’s AIM, streamlining activities across accounting and eliminating the need for duplicate data entry.

FinancePro Management System Digital Payment Integration with ePayPolicy

Once activated, your insureds can make installment and down payments safely and securely with FinancePro.

Insurlink Logo

Clients can pay agency bill polices electronically through the client portal. InsurLink Payments creates an important client touchpoint that is safe, secure, and convenient.

QQCatalyst Management System Digital Payment Integration with ePayPolicy

Insureds will see the exact balance due on their invoice. ePayPolicy automatically creates a task in QQCatalyst in real time.

Sagitta Management System Digital Payment Integration with ePayPolicy

ePayPolicy automatically reconciles electronic payments into Vertafore’s Sagitta, eliminating the need for duplicate data entry.

i-Engineering Inc Logo

ePayPolicy automatically reconciles electronic payments into i-Engineering’s ALIS.

Veruna Logo

Your ePayPolicy payment page will show the exact balances due by the insured. Post-payment, an e-receipt will automatically be created within Veruna.

MGA systems Logo

Electronic payments (credit card and ACH) are automatically reconciled into MGA Systems’ IMS.

Pathway Logo

The only payment processor integrated with Pathway’s Self Service Kiosk, an intuitive client portal solution.

With Hawksoft's intregration, you can streamline activities across accounting and eliminating the need for duplicate data entry.

With Nexsure's intregration, you can streamline activities across accounting and eliminating the need for duplicate data entry.

With BindHQ's intregration, you can streamline activities across accounting and eliminating the need for duplicate data entry.

virtualMGA Management System Digital Payment Integration with ePayPolicy

Virtual MGA users have the benefit of seeing exact invoices, receipt of policies and reconciling premium bordereau all in real time.

Novidea Logo

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.

Jetfile Management System Digital Payment Integration with ePayPolicy

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.

With Loro's intregration, you can streamline activities across accounting and eliminating the need for duplicate data entry.

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Making your day easier makes our day.

Exactly what we needed to improve our billing process. Great product and easy to use. 90% of our agency bill clients use it!
Stan Jones
Dexter Insurance
ePayPolicy is by far the best e-payment solution out there for insurance agents! Highly recommend.
Bradley Flowers
Portal Insurance, Insurance Guys Podcast
User friendly, customizable, looks professional and has saved us money over other merchant service providers!
Livio Gasparini
Safeguard Insurance
We love that we don't have to mess with collecting the fee and extra work in our escrow account. I highly recommend using them! Also nice that we don't have to wait for a check, and can bind faster.
Hannah Callihan
North Central Insurance

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