EPAYPOLICY INTEGRATES WITH
AIM Powered by Vertafore
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.
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 basic payment page subscription to an integration payment page subscription, there are no additional setup costs. Pricing for the integrations varies and can be found at the bottom of the integration landing page.
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.
Current ePayPolicy User?
3 Step Activation Process
Driving technology across the insurance industry