BRANDED
PAYMENT PAGE
AUTO GENERATE SUSPENSES
PCI LEVEL 1
SECURITY
compliant in all
50 states
Why integrate with Virtual MGA?
With the Virtual MGA integration, ePayPolicy provides a simple, seamless way to collect payments electronically via credit card or ACH.
Once activated, Virtual MGA users have the benefit of seeing exact invoices, receipt of policies and reconciling premium bordereau all in real time.
Real-time invoicing
No, with ePayPolicy there is no contract, no signup fee, and you can cancel at any time.
Invoice Notifications
Credit card, debit card, and ACH payments will typically take about 2 business days to settle to your bank account.
Autopay
We accept all 4 major credit cards. Visa, Mastercard, American Express and Discover.
Custom Features
Your dashboard tracks all transactions in real time, complete with e-receipts for each transaction.
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.
Yes – This can be handled during the set up process with our support team.
We can enable the “Not Invoiced” option where an insured can make an arbitrary payment for a quote.
The suspense will contain the customer ID, policy effective date, policy ID, and a description including the ePayPolicy transaction ID. It will be assigned to the CSR on the policy and the due date will be set to the time the payment is made.
By default, the suspense is assigned to the CSR assigned to that policy. However you can have all suspenses assigned to a specific CSR. This can be handled during the set up process with our support team.
The action name is “Payment Received.”
First, we will turn off the creation of activities and suspenses. Then we will direct the e-receipts to an inbox that ImageRight watches so those records automatically feed into that system.
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
