epaypolicy integrates with
Sagitta Powered by Vertafore
Streamline accounting and provide a seamless way to pay.
Branded payment page
live customer Support
PCI level 1
compliant in all
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.
Let your insureds review and select which invoices they would like to pay directly from your client portal.
Automate your invoice notification process by sending email reminders through ePay for due and past due invoices.
Allow your client to set up a payment method that will automatically pay invoices when due.
Customize your payment page with your company’s logo and colors. Add custom fields and disclaimers for extra personalization.
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 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.
Current ePayPolicy User?
No start up costs
No hidden fees