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.

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.

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AutoPay

Allow your client to set up a payment method that will automatically pay invoices when due.

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ams360 Management System Digital Payment Integration with ePayPolicy

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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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Applied Systems

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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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AIM Management System Digital Payment Integration with ePayPolicy

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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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AIM Management System Digital Payment Integration with ePayPolicy

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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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FinancePro Management System Digital Payment Integration with ePayPolicy

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

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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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QQCatalyst Management System Digital Payment Integration with ePayPolicy

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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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Sagitta Management System Digital Payment Integration with ePayPolicy

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ePayPolicy automatically reconciles electronic payments into Vertafore’s Sagitta, eliminating the need for duplicate data entry.
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With the Dyad ALIS integration, ePayPolicy provides a simple, seamless way to collect payments electronically via credit card or ACH.
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i-Engineering Inc Logo

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

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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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Veruna Logo

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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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Pathway Logo

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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 Dyad’s Nexsure, ePayPolicy provides a simple, seamless way to collect payments electronically via credit card or ACH.
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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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virtualMGA Management System Digital Payment Integration with ePayPolicy

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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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Jetfile Management System Digital Payment Integration with ePayPolicy

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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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Novidea Logo

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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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Access My Insurance

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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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