Integrations
Powerful connections to the most popular management and accounting systems for insurance. Custom and open API integrations available as well.
![](https://epaypolicy.com/wp-content/uploads/2023/01/Group-2382.png)
Integrations make fast even faster.
Automate work, improve security and reduce manual, redundant tasks.
![](https://epaypolicy.com/wp-content/uploads/2022/12/realtimeinvoicing.png)
Real-Time Invoicing
Let your insureds review and select which invoices they would like to pay directly from your client portal.
![](https://epaypolicy.com/wp-content/uploads/2022/12/notifications.webp)
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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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.
Read More ![](https://epaypolicy.com/wp-content/uploads/2024/03/APPLIED-csr24.webp)
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With our Applied CSR24 integration, ePayPolicy automatically syncs electronic payments into your management system.
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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.
Read More ![](https://epaypolicy.com/wp-content/uploads/2024/01/dyad-alis.png)
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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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Your ePayPolicy payment page will show the exact balances due by the insured. Post-payment, an e-receipt will automatically be created within Veruna.
Read More ![](https://epaypolicy.com/wp-content/uploads/2023/07/a2190943-e798-465b-83ba-ebdf4c671d7d-e1709144878965.png)
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Electronic payments (credit card and ACH) are automatically reconciled into MGA Systems’ IMS.
Read More ![](https://epaypolicy.com/wp-content/uploads/2022/09/hawksoft-logo@2x.png)
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With Hawksoft's Hawklink connector, you can eliminating the need for duplicate data entry.
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Using Applied EPIC's Software Development Kit, ePayPolicy integrates online payments with your management system.
Read More ![](https://epaypolicy.com/wp-content/uploads/2024/01/dyad-nexsure.png)
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With Dyad’s Nexsure, ePayPolicy provides a simple, seamless way to collect payments electronically via credit card or ACH.
Read More ![](https://epaypolicy.com/wp-content/uploads/2022/09/bind-hq-logo.png)
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With BindHQ's integration, you can streamline activities across accounting and eliminating the need for duplicate data entry.
Read More ![](https://epaypolicy.com/wp-content/uploads/2022/09/bind-hq-logo.png)
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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.
Read More ![](https://epaypolicy.com/wp-content/uploads/2023/04/wesignature-logo.png)
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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!
Read More ![Access My Insurance](https://epaypolicy.com/wp-content/uploads/2023/07/ami-logo-1.png)
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ePayPolicy's payment solution seamlessly integrates with your AMS and auto-syncs payments right back into your dashboard.
Learn More ![](https://epaypolicy.com/wp-content/uploads/2022/09/loro-logo.png)
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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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The only payment processor integrated with Pathway’s Self Service Kiosk, an intuitive client portal solution.
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