ePayPolicy and AgencyOne Configuration - ePayPolicy
The ePayPolicy and AgencyOne integration requires an Admin to first obtain an ePayPolicy Impersonation Key by logging into ePayPolicy, navigating to Accounts > API Credentials, adding a key impersonating "Vertafore AgencyOne," then copying this key and configuring it within AgencyOne's Admin Settings by adding the key, naming the account, and assigning existing AgencyOne users access to the ePayPolicy widget.
ePayPolicy Help Center
To view real-time ePayPolicy transactions in AgencyOne, your Admin will need to complete two setup steps:
1. Gather the ePayPolicy Impersonation Key, and
2. Configure the key and users inside AgencyOne.
Step 1: ePayPolicy Impersonation Key
Follow these steps to gather the ePayPolicy Impersonation Key.
Keep in Mind
Only users with access to ePayPolicy can complete this step.
1. Log into ePayPolicy here: https://app.epaypolicy.com/
2. In the left-handed menu, select Accounts
3. Under Account, select API Credentials
4. Click Add Impersonation Key
5. In the Impersonating Account field, search “Vertafore AgencyOne”
6. Select Vertafore AgencyOne
7. Click Confirm
8. The Impersonation Key will display on the screen
9. Select Copy to copy the full key
You will paste this key into AgencyOne in the next step.
Step 2: Configure ePayPolicy in AgencyOne
Follow these steps to configure the ePayPolicy widget.
1. As an AgencyOne Admin, go to Admin Settings → Settings for [Logged-In Set] → ePayPolicy Configuration
2. Select Add Key and paste the copied Impersonation Key into the _Key_field
3. Enter an Account Name
Tip
We recommend using the ePayPolicy account name or the associated business unit name.
4. Search for and add the users who should have access to the ePayPolicy widget
- These users must already exist in AgencyOne
- They should align with users who have ePayPolicy access for that account
- If a user does not appear in search, they are not yet provisioned in AgencyOne
5. Save your configuration.
Keep in Mind
You may add multiple accounts and assign users to more than one account if needed.
6. Once saved, provisioned users can add the ePayPolicy widget to their dashboard using Edit Dashboard
7. After adding the widget, users will see Recent ePayPolicy Transactions when they log into AgencyOne
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