Achieving Touchless Accounting with Vertafore and ePayPolicy
The content primarily discusses the use of cookies on the ePayPolicy website to enhance user experience, manage privacy preferences, and enable essential site functions, while also referencing the integration of Vertafore and ePayPolicy to achieve touchless accounting in the insurance industry.
We Value Your Privacy
We use cookies to enhance your browsing experience, serve personalized ads or content, and analyze our traffic. By clicking "Accept All", you consent to our use of cookies. Please see our Privacy Policy for more information.
CustomizeReject AllAccept All
Customize Consent Preferences
We use cookies to help you navigate efficiently and perform certain functions. You will find detailed information about all cookies under each consent category below.
The cookies that are categorised as "Necessary" are stored on your browser as they are essential for enabling the basic functionalities of the site.... Show more
For more information on how Google's third-party cookies operate and handle your data, see: Google Privacy Policy
NecessaryAlways Active
Necessary cookies are required to enable the basic features of this site, such as providing secure log-in or adjusting your consent preferences. These cookies do not store any personally identifiable data.
- Cookie
__cf_bm
- Duration
1 hour
- Description
This cookie, set by Cloudflare, is used to support Cloudflare Bot Management.
- Cookie
_cfuvid
- Duration
session
- Description
Cloudflare sets this cookie to track users across sessions to optimize user experience by maintaining session consistency and providing personalized services
- Cookie
li_gc
- Duration
6 months
- Description
Linkedin set this cookie for storing visitor's consent regarding using cookies for non-essential purposes.
- Cookie
elementor
- Duration
Never Expires
- Description
The website's WordPress theme uses this cookie. It allows the website owner to implement or change the website's content in real-time.
- Cookie
wpEmojiSettingsSupports
- Duration
session
- Description
WordPress sets this cookie when a user interacts with emojis on a WordPress site. It helps determine if the user's browser can display emojis properly.
- Cookie
m
- Duration
1 year 1 month 4 days 1 minute
- Description
Stripe sets this cookie for fraud prevention purposes. It identifies the device used to access the website, allowing the website to be formatted accordingly.
- Cookie
VISITOR_PRIVACY_METADATA
- Duration
6 months
- Description
YouTube sets this cookie to store the user's cookie consent state for the current domain.
- Cookie
_calendly_session
- Duration
21 days 1 minute
- Description
Calendly, a Meeting Schedulers, sets this cookie to allow the meeting scheduler to function within the website and to add events into the visitor’s calendar.
- Cookie
_zm_mtk_guid
- Duration
session
- Description
Zoom sets this cookie for the Zoom support team.
- Cookie
_zm_ctaid
- Duration
2 hours 1 minute
- Description
Zoom sets this cookie for the Zoom support team.
- Cookie
cookieyes-*
- Duration
1 year
- Description
CookieYes sets this cookie for consent solution management.
- Cookie
cookietest
- Duration
session
- Description
The cookietest cookie is typically used to determine whether the user's browser accepts cookies, essential for website functionality and user experience.
- Cookie
wordpress_test_cookie
- Duration
session
- Description
WordPress sets this cookie to determine whether cookies are enabled on the users' browsers.
- Cookie
CP5XKN6QLDFWUC
- Duration
session
- Description
This cookie is provided by the Calculated Fields form. This cookie is used by the online calculators on the website. Without the Calculated Fields cookie the instant quotation may not work.
- Cookie
__RequestVerificationToken
- Duration
session
- Description
This cookie is set by web application built in ASP.NET MVC Technologies. This is an anti-forgery cookie used for preventing cross site request forgery attacks.
- Cookie
ARRAffinity
- Duration
session
- Description
ARRAffinity cookie is set by Azure app service, and allows the service to choose the right instance established by a user to deliver subsequent requests made by that user.
- Cookie
ARRAffinitySameSite
- Duration
session
- Description
This cookie is set by Windows Azure cloud, and is used for load balancing to make sure the visitor page requests are routed to the same server in any browsing session.
Functional
Functional cookies help perform certain functionalities like sharing the content of the website on social media platforms, collecting feedback, and other third-party features.
- Cookie
lidc
- Duration
1 day 1 minute
- Description
LinkedIn sets the lidc cookie to facilitate data center selection.
- Cookie
_dc_gtm_UA-*
- Duration
1 minute
- Description
Google Analytics sets this cookie to load the Google Analytics script tag.
- Cookie
ea11y-global-state
- Duration
Never Expires
- Description
Elementor sets this cookie to store the persistent accessibility preferences selected by the user, such as panel visibility or interface adjustments, so these settings remain the same when the user revisits the sit
- Cookie
ea11y-session-state
- Duration
session
- Description
Elementor sets this cookie to temporarily store accessibility preferences for the duration of the current browsing session, ensuring the selected settings remain consistent while the user navigates the site.
- Cookie
VISITOR_INFO1_LIVE
- Duration
6 months
- Description
A cookie set by YouTube to measure bandwidth that determines whether the user gets the new or old player interface.
- Cookie
ytidb::LAST_RESULT_ENTRY_KEY
- Duration
Never Expires
- Description
The cookie ytidb::LAST_RESULT_ENTRY_KEY is used by YouTube to store the last search result entry that was clicked by the user. This information is used to improve the user experience by providing more relevant search results in the future.
- Cookie
_zm_chtaid
- Duration
2 hours 1 minute
- Description
Zoom sets this cookie to facilitate video conferences via zoom from the website.
Analytics
Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics such as the number of visitors, bounce rate, traffic source, etc.
- Cookie
__Secure-YNID
- Duration
6 months
- Description
YouTube cookie used to protect user security and prevent fraud, especially during the login process.
- Cookie
_ga
- Duration
1 year 1 month 4 days 1 minute
- Description
Google Analytics sets this cookie to calculate visitor, session and campaign data and track site usage for the site's analytics report. The cookie stores information anonymously and assigns a randomly generated number to recognise unique visitors.
- Cookie
_gid
- Duration
1 day 1 minute
- Description
Google Analytics sets this cookie to store information on how visitors use a website while also creating an analytics report of the website's performance. Some of the collected data includes the number of visitors, their source, and the pages they visit anonymously.
- Cookie
_ga_*
- Duration
1 year 1 month 4 days 1 minute
- Description
Google Analytics sets this cookie to store and count page views.
- Cookie
__rafm
- Duration
session
- Description
Ruler analytics sets this cookie to monitor and analyse the effectiveness of our online marketing spend.
- Cookie
pardot
- Duration
past
- Description
The pardot cookie is set while the visitor is logged in as a Pardot user. The cookie indicates an active session and is not used for tracking.
- Cookie
ajs_anonymous_id
- Duration
Never Expires
- Description
This cookie is set by Segment to count the number of people who visit a certain site by tracking if they have visited before.
- Cookie
ajs_user_id
- Duration
Never Expires
- Description
This cookie is set by Segment to help track visitor usage, events, target marketing, and also measure application performance and stability.
- Cookie
YSC
- Duration
session
- Description
YSC cookie is set by Youtube and is used to track the views of embedded videos on Youtube pages.
- Cookie
vuid
- Duration
1 year 1 month 4 days 1 minute
- Description
Vimeo installs this cookie to collect tracking information by setting a unique ID to embed videos on the website.
- Cookie
navless-live-visitor
- Duration
1 year 1 month 4 days
- Description
Description is currently not available.
- Cookie
__hstc
- Duration
6 months
- Description
Hubspot set this main cookie for tracking visitors. It contains the domain, initial timestamp (first visit), last timestamp (last visit), current timestamp (this visit), and session number (increments for each subsequent session).
- Cookie
hubspotutk
- Duration
6 months
- Description
HubSpot sets this cookie to keep track of the visitors to the website. This cookie is passed to HubSpot on form submission and used when deduplicating contacts.
- Cookie
__hssrc
- Duration
session
- Description
HubSpot cookie sets this cookie to determine if the visitor has restarted their browser. If this cookie does not exist when HubSpot manages cookies, it is considered a new session.
- Cookie
__hssc
- Duration
1 hour
- Description
HubSpot sets this cookie to keep track of sessions. This is used to determine if HubSpot should increment the session number and timestamps in the __hstc cookie. It contains the domain, viewCount (which increments with each pageview in a session), and session start timestamp.
Performance
Performance cookies are used to understand and analyse the key performance indexes of the website which helps in delivering a better user experience for the visitors.
- Cookie
_uetsid
- Duration
1 day
- Description
Bing Ads sets this cookie to engage with a user that has previously visited the website.
- Cookie
_uetvid
- Duration
1 year 24 days
- Description
Bing Ads sets this cookie to engage with a user that has previously visited the website.
- Cookie
nitroCachedPage
- Duration
session
- Description
Description is currently not available.
Advertisement
Advertisement cookies are used to provide visitors with customised advertisements based on the pages you visited previously and to analyse the effectiveness of the ad campaigns.
- Cookie
__Secure-ROLLOUT_TOKEN
- Duration
6 months
- Description
Description is currently not available.
- Cookie
__Secure-YEC
- Duration
past
- Description
Description is currently not available.
- Cookie
_rdt_uuid
- Duration
3 months
- Description
Reddit sets this cookie to build a profile of your interests and show you relevant ads.
- Cookie
bcookie
- Duration
1 year
- Description
LinkedIn sets this cookie from LinkedIn share buttons and ad tags to recognize browser IDs.
- Cookie
_gcl_au
- Duration
3 months
- Description
Google Tag Manager sets this cookie to experiment advertisement efficiency of websites using their services.
- Cookie
_fbp
- Duration
3 months
- Description
Facebook sets this cookie to store and track interactions.
- Cookie
MUID
- Duration
1 year 24 days
- Description
Bing sets this cookie to recognise unique web browsers visiting Microsoft sites. This cookie is used for advertising, site analytics, and other operations.
- Cookie
test_cookie
- Duration
16 minutes
- Description
doubleclick.net sets this cookie to determine if the user's browser supports cookies.
- Cookie
IDE
- Duration
1 year 24 days
- Description
Google DoubleClick IDE cookies store information about how the user uses the website to present them with relevant ads according to the user profile.
Uncategorised
Other uncategorised cookies are those that are being analysed and have not been classified into a category as yet.
- Cookie
_zitok
- Duration
1 year
- Description
Description is currently not available.
- Cookie
_helpjuice_session_v4
- Duration
1 month
- Description
Description is currently not available.
- Cookie
__Secure-BUCKET
- Duration
6 months
- Description
Description is currently not available.
Reject AllSave My PreferencesAccept All
Powered by 
Achieving Touchless Accounting with Vertafore and ePayPolicy
Every insurance agency knows the pain of hidden friction. It is that manual and time consuming gap between a payment being made and its final reconciliation in your management and accounting systems. It creates delayed reporting, eats up valuable staff time, and creates the potential for manual entry data error.
We want to make that friction completely vanish.
We are so excited to share the next evolution in our partnership with Vertafore. This April, we’re rolling out Automatic Deposits with Cash Receipts. This is the final puzzle piece in a fully automated round trip workflow for agencies using Vertafore’s AMS360 management system.
Together, we’re working to create touchless accounting so that your data flows smoothly from quote to general ledger without any manual intervention.
The Three Pillars of Touchless Accounting
To completely eliminate the manual accounting gap, we have built out three core enhancements that work together to transform your back office operations.
- Automatic Invoice Offsets ( Launched January 2026): For simplified premium financing – agencies can now invoice for a full premium while giving the client the flexibility to choose financing after the fact. Once selected, our system automatically adjusts the invoice, applies the down payment, and creates a receivable for the finance company. Your accounting team no longer has to manually unwind original transactions.
- AgencyOne Integration: Visibility is critical. As a Strategic Orange Partner, we worked alongside Vertafore to engineer our platform so users with AgencyOne can see ePayPolicy payment activity in real time right inside their primary dashboard. This gives agency principals and staff a real-time view into recent ePayPolicy transactions inside their management system, with additional features in development.
- Automatic Deposits with Cash Receipts ( Arriving April 2026): This is the final bridge to full automation. This allows the system to automatically record receipts against paid invoices and instantly create the corresponding deposits in AMS360. By aligning digital payments directly with your agency’s bank account activity, we’re permanently eliminating the need for manual uploads and ensuring absolute financial accuracy.
Real Value Across Your Agency
Technology should work for your agency, not against it. By removing the need to build workflows around your tech stack, these enhancements drive immediate and measurable value for two critical roles in your organization.
For Agency Principals: Scaling Without the Overhead
Automating back office tasks is a direct driver of growth. Agencies utilizing our integrated financing options have seen up to a 50 percent increase in loan volume. By giving your customers payment flexibility while simultaneously reducing operational overhead, you can scale your business faster and with greater confidence.
For Accountants: Ending the Reconciliation Nightmare
We’re removing the risk of manual data entry errors and the dreaded task of matching disparate reports. What used to take hours of manual effort like downloading, cross referencing, and uploading is now handled instantly, accurately, and invisibly in the background.
Experience the Future at Accelerate 2026
Seeing is believing. We will be showcasing this complete touchless workflow live at Accelerate, Powered by NetVU, taking place April 13 through 16, 2026 at the Fontainebleau in Las Vegas.
Stop by the ePayPolicy booth to see how these industry first features are working together in real time. It is time to stop fighting with manual reconciliation and start letting automation do the heavy lifting.
Share this Post
Alex Werner
More from Post: Achieving Touchless Accounting with Vertafore and ePayPolicy
AI Transformation Roadmap for Legal and Title Firms 2026
Payment processing for insurance companies that helps ops teams close reconciliation gaps automatically with zero added admin burden.
October 10, 2026
101 Insurance Automation Tools to Use in 2026
Insurance automation tools help independent agency owners stop losing hours to manual workflows and finally close the gaps costing them thousands.
October 10, 2026
Insurance Workflow Automation Platform That Cuts Manual Work
Manual payment collection and reconciliation are not a permanent fact of agency life. They are solvable process problems, and the
October 9, 2026
Insurance Premium Payment Automation Software & Solutions
Sending a payment link is not automation. Here is what true AutoPay actually means, why the gap costs agencies more
October 9, 2026
Insurance Premium Collection Process Explained Step by Step
The insurance premium collection process doesn’t have to drain agency staff. AutoPay helps operations managers stop lapses before they start.
October 9, 2026
Insurance Payment Processing Companies: A Complete 2026 Guide
MGAs – insurance payment processing companies that automate trust accounting and multi-party remittance, end manual reconciliation.
October 9, 2026
Shopping Basket
WHAT ACTUALLY MAKES EPAYPOLICY DIFFERENT?
Here are 11 reasons that over 10,000+ insurance organizations choose ePayPolicy.