AutoPay Integration Feature
The AutoPay Integration Feature by ePayPolicy allows clients using various management systems to automatically pay their due invoices upon posting, providing convenience, time savings, enhanced safety, faster receivables, and automatic e-receipts with transaction activity recorded back into the system.
ePayPolicy Integration Feature: Autopay
Your client can now set up their account to automatically pay their due invoices once they are posted from your management system.
Provide Optimal Convenience
Save Time & Resources
Keep Your Team & Partners Safe
Increase Speed of Receivables
Go Above and Beyond with Integrated Pages
After a payment has been made, the payer will receive an e-receipt of the transaction and the activity will write back into the management system. This feature is perfect for clients that have multiple invoices due and want the simplest and most convenient way to pay them.
This Feature is Currently Available With:
- FinancePro Management System
- MGASystems
- Veruna Management System
- Dyad Alis
- APPLIED CSR24/Epic
- Jetfile Management System
- Bind HQ
- Dyad Nexsure
- AMS360 Management System
- AIM Management System
- Sagitta Management System
- APPLIED
Related
AutoPay and Recurring Payments: Key Differences and Benefits
ePayPolicy offers two convenient payment features: Recurring Payments, which allow payers to manually set and control scheduled payments via a Custom Payment Page subscription, and AutoPay, integrated with management systems to automatically pay invoices upon posting, ensuring seamless, automatic transactions for both payers and agencies.
AutoPay Feature Overview
The AutoPay feature integrated with ePayPolicy allows clients using various management systems like AMS360, AIM, and Sagitta to automatically pay multiple due invoices upon posting, providing convenience, saving time, enhancing safety, speeding receivables, and generating e-receipts that update back into the management system.
Sagitta Digital Payment Integration
The Sagitta Digital Payment Integration by ePayPolicy, powered by Vertafore, offers a secure, PCI level 1 compliant, and fully customizable electronic payment solution that streamlines accounting by automatically reconciling credit card, ACH, and check payments into Sagitta, supports real-time invoicing, automated invoice notifications, autopay setup, and integrates with AgencyOne for centralized payment activity management.
How Hummel Group Became the First ePayPolicy – AMS360 Integration - ePayPolicy
Hummel Group, a regional insurance agency specializing in commercial and personal lines, became the first independent agency to integrate ePayPolicy's electronic payment solution with Vertafore's AMS360 system in July 2019, aiming to streamline receivables collection and offer secure, cost-effective electronic payment options, reflecting their decade-long commitment to InsurTech innovation.
Integrations - ePayPolicy
ePayPolicy provides API integration for seamless payment processing within websites, supports integration with insurance management systems like AMS360, Applied Epic, Nexsure, and NowCerts, offers InsurLink integration via an impersonation key, allows cancellation of AutoPay cycles by payers or agencies through the payment portal, and facilitates importing transaction reports into AMS360 to automate cash receipt application, while refund and bounced ACH payment details are accessible only on the ePayPolicy dashboard except for voids syncing with FinancePro.
Why Do Agents Choose ePayPolicy over Input 1?
ePayPolicy is chosen by nearly 5,000 independent insurance agents over Input 1 because it offers an insurance-centric, mobile-friendly payment platform with company-branded pages, real-time dashboards, seamless integration with 16 popular management systems, no setup fees or contracts, live US-based customer support, and endorsements from over 70 industry organizations, enabling faster policy binding and streamlined receivables.