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epaypolicy integrates with

Sagitta Powered by Vertafore

Streamline accounting and provide a seamless way to pay.

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BRANDED PAYMENT PAGE

LIVE CUSTOMER SUPPORT

PCI LEVEL 1 SECURITY

COMPLIANT IN ALL 50 STATES

Why integrate with Sagitta?

With the Sagitta 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 Sagitta, streamlining activities across accounting and eliminating the need for duplicate data entry.

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REAL TIME INVOICING

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

INVOICE NOTIFICATIONS

Automate your invoice notification process by sending email reminders through ePay for due and past due invoices.

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AUTOPAY

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

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CUSTOM FEATURES

Customize your payment page with your company’s logo and colors. Add custom fields and disclaimers for extra personalization.

ePayPolicy + AgencyOne

With the ePayPolicy + AgencyOne integration, AgencyOne users can now see all of their ePayPolicy activity right from their AgencyOne dashboard.

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Automate Check Payments with Checkmate

Sagitta-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
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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 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 – 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.
ePayPolicy Enterprise MGAs Features

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No start up costs
No contract
No hidden fees

$50

per month
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3 Step Activation Process

  1. SIGN UP FOR EPAYPOLICY
  2. COMPLETE THE INTEGRATION FORM
  3. START COLLECTING DIGITAL PAYMENTS

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WHAT ACTUALLY MAKES EPAYPOLICY DIFFERENT?

Here are 11 reasons that over 10,000+ insurance organizations choose ePayPolicy.

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