BRANDED
PAYMENT PAGE
AUTO CREATION OF BATCHES
PCI LEVEL 1
SECURITY
ENHANCED FEATURES
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.
Batch Payables
Save time by commission and refund checks electronically to partners through your dashboard.
Autopay
Allow your client to set up a payment method that will automatically pay invoices when due.
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 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.
Current ePayPolicy User?
3 Step Activation Process
- SIGN UP FOR EPAYPOLICY
- COMPLETE THE INTEGRATION FORM
- START COLLECTING DIGITAL PAYMENTS
