epaypolicy integrates with

AIM Powered by Vertafore


ePayPolicy Integration Autosync Feature




Why activate the AIM integration?

With the AIM integration, ePayPolicy provides a simple, seamless way to collect payments electronically via credit card or ACH.

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


Real-time invoicing

Let your insureds review and select which invoices they would like to pay directly from your payment page.

Invoice Notifications

Automate your invoice notification process by sending email reminders through ePay for due and past due invoices.

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ePayPolicy Integrations Batch Payables

Batch Payables

Save time by commission and refund checks electronically to partners through your dashboard.

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

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Automate Check Payments with Checkmate

AIM-integrated customers can use CheckMate to make taking checks as easy as online payments, with daily check collection and batched deposits from a secure lockbox. Match and reconcile check payments with open invoices from your AIM system.

  • Eliminate double work and manual data entry

  • Smart scanning to sort and recognize open invoices

  • Payment details written back to your management system

Frequently Asked Questions

We can integrate payments into any version of AIM.
We’ll add at least two unique identifier fields such as an account number and zip code. Once that information is entered on the payment page the invoices associated with that account will be accessible.
Once the questionnaire has been received our support team will be able to activate your integration within 1 – 2 business days.
To set up an integration you will need to switch from your Essentials payment page subscription to an Integrated payment page subscription, there are no additional setup costs.
Yes. We will set up your integration to show the gross amount to the insureds and the net amount to the agents.
Yes – showing credits is an option that we can turn on or off. If credits are turned on, they will have to be taken against invoices that have a balance. Our system requires the total amount to be greater than zero for a payment to go through.

We can enable the “Not Invoiced” option where an insured can make an arbitrary payment for a quote. This will cause the batch to be created as unbalanced. At that point you can create the invoice and balance out the batch.

The non-posted batch is created in real time when a payment is made.
Invoice Notifications are off by default for all accounts. To turn them on or back off, contact your account manager or our support team.
ePayPolicy Enterprise MGAs Features

Current ePayPolicy User?

No start up costs
No contract
No hidden fees


per month

3 Step Activation Process

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