AMS360 - ePayPolicy
The AMS360 integration by ePayPolicy, powered by Vertafore, offers insurance agencies a secure, PCI Level 1 compliant solution to electronically collect payments via credit card or ACH, automatically reconcile them within AMS360 to eliminate duplicate data entry, and enhance client experience with features like branded payment pages, real-time invoicing, automated invoice notifications, autopay, and online premium finance options, while also integrating with AgencyOne for consolidated activity tracking, with setup typically completed within 1-2 business days and an additional $25/month fee for the integration subscription.
AMS360 Powered by Vertafore
Streamline accounting and provide a seamless way to pay.
With the AMS360 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 AMS360, streamlining activities across accounting and eliminating the need for duplicate data entry.
Key Features
- Branded Payment Page
- Auto Generated Suspenses
- PCI Level 1 Security
- Compliant in 50 States
- 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.
- Autopay: Allow your client to set up a payment method that will automatically pay invoices when due.
- Finance Connect: Offer Premium Finance options right online at checkout with your trusted PFC partners.
ePayPolicy + AgencyOne
With the ePayPolicy + AgencyOne integration, AgencyOne users can now see all of their ePayPolicy activity right from their AgencyOne dashboard!
Frequently Asked Questions
Once integrated, how do our clients access their invoices via our payment page?
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.
How long does it take to setup the integration with our payment page?
Once the questionnaire has been received our support team will be able to activate your integration within 1 – 2 business days.
Are there any additional costs to activate the integration?
To set up an integration you will need to switch from your basic payment page subscription to an integration payment page subscription, for $25/mo more.
Can I show credits?
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.
Can I turn off creation of the suspenses and activities?
Yes – This can be handled during the set up process with our support team.
Can a payer make a payment if an invoice doesn't exist?
We can enable the “Not Invoiced” option where an insured can make an arbitrary payment for a quote.
What information is on the suspense?
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.
Can I get suspenses and activities assigned to a particular employee?
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.
What is the action name on the suspense and activity?
The action name is “Payment Received.”
What if I use ImageRight and don't use activities and suspenses?
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.
How do I turn invoice notifications on/off?
Invoice Notifications are off by default for all accounts. To turn them on or back off, contact your account manager or our support team.
How do I embed URLs, like my ePayPolicy payment page, into my invoices?
Please contact your Account Manager or our support team for assistance with this.
Pricing
- No start up costs
- No contract
- No hidden fees
- $50 per month
3 Step Activation Process
- 1.Sign up for EpayPolicy
- 2.Complete the Integration Form
- 3.Start Collecting digital Payments
Related
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SeibertKeck Makes “Easy” a Client Value Proposition - ePayPolicy
SeibertKeck, a century-old Akron-based insurance agency, enhanced its client value proposition by adopting ePayPolicy's digital payment system in early 2020 to simplify the insurance buying experience, meet modern consumer expectations, streamline agency bill payments, and ensure secure, seamless transactions integrated with AMS360, thereby improving operational efficiency and client satisfaction amid evolving business needs and the pandemic.
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Kelton Robinson, upon joining Brown & Brown in 2018, spearheaded the seamless implementation of ePayPolicy’s digital payment system integrated with Vertafore’s AMS360, which modernized the agency by enabling instant credit card and ACH payments, improving customer satisfaction and adoption—especially among personal lines clients—and significantly enhancing accounting efficiency through faster transaction management, real-time tracking, and payment notifications, all introduced just before the COVID-19 pandemic.
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5 Benefits of ePayPolicy Over General Payment Processors - ePayPolicy
ePayPolicy, created by insurance industry experts, offers five key advantages over generic payment processors like Stripe and Square by providing industry-specific digital payment solutions that ensure operating efficiency through integration with popular agency management systems, deliver relevant insurance-focused features, and address the unique fiduciary and regulatory requirements of insurance agencies, MGAs, and premium finance companies.