epaypolicy integrates with
FinancePro Powered by Vertafore
Down Payments and Installments
PCI LEVEL 1
compliant in all
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.
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.
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 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.
Current ePayPolicy User?
No start up costs
No hidden fees
3 Step Activation Process
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