TOUR A PAYMENT PAGE IN 60 SECONDS
epaypolicy integrates with
Amplo - Agency Management Redefined
Streamline accounting and provide a seamless way to pay.
BRANDED PAYMENT PAGE
LIVE CUSTOMER SUPPORT
PCI LEVEL 1 SECURITY
COMPLIANT IN ALL 50 STATES
Why integrate with Amplo?
With the Amplo integration, ePayPolicy provides a simple, seamless way to collect payments electronically via credit card or ACH.
Once activated, your ePayPolicy payment page will show the exact balances due by the insured. After a payment has been made, an e-receipt will automatically be created within your Amplo management system.
Real-time invoicing
Let your insureds review and select which invoices they would like to pay directly from your client portal.
Autopay
Allow your client to set up a payment method that will automatically pay invoices when due.
Custom Features
Customize your payment page with your company’s logo and colors. Add custom fields and disclaimers for extra personalization.
QUESTIONS & ANSWERS
Frequently Asked Questions
Here are some of our most-asked questions
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 Plan subscription to an Integrated Plan subscription.
Yes – showing credits is an option that we can turn on or off. If credits are shown, 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.
Invoice Notifications are off by default for all accounts. To turn them on or back off, contact your account manager or our support team.
Please contact your Account Manager or our support team for assistance with this.
Current ePayPolicy User?
3 Step Activation Process
- SIGN UP FOR EPAYPOLICY
- COMPLETE THE INTEGRATION FORM
- START COLLECTING DIGITAL PAYMENTS
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