epaypolicy integrates with

FinancePro Powered by Vertafore

Down Payments and installments

ePayPolicy Integration Autosync Feature

Integrated VR

PCI level 1

compliant in all
50 states

Why integrate with FinancePro?

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

Once activated, your insureds can make installment and down payments safely and securely with FinancePro.


Real-time invoicing

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


Once payment has been made the invoice automatically writes back into the dashboard and management system.


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

Learn More

Frequently 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 your ePayPolicy account is active, visit our integration questionnaire to get started.

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 to an Integrated Plan subscription, which is $50 a month.
Yes, you can switch back to the Essentials Plan but the additional features of the integration will be inactive.
ePayPolicy Enterprise MGAs Features

Current ePayPolicy User?

No start up costs
No contract
No hidden fees


per month

3 Step Activation Process

Our Partners

Driving technology across the insurance industry