Sagitta Digital Payment Integration
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Powered by 
epaypolicy integrates with
Sagitta Powered by Vertafore
Streamline accounting and provide a seamless way to pay.
Branded payment page
live customer Support
PCI level 1 security
compliant in all 50 states
Why integrate with Sagitta?
With the Sagitta 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 Sagitta, streamlining activities across accounting and eliminating the need for duplicate data entry.
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.
Custom Features
Customize your payment page with your company’s logo and colors. Add custom fields and disclaimers for extra personalization.
Automate Check Payments with Checkmate
Sagitta-integrated customers can use CheckMate to make taking checks as easy as online payments, with daily check collection and batched deposits from a secure lockbox. Match and reconcile check payments with open invoices from your AIM system.
-
Eliminate double work and manual data entry
-
Smart scanning to sort and recognize open invoices
-
Payment details written back to your management system
Press O for more options
Click for sound
0:37
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, there are no additional setup costs. Pricing for the integrations varies and can be found at the bottom of the integration landing page.
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 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.
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.
Current ePayPolicy User?
No start up costs No contract No hidden fees
$50
per month
3 Step Activation Process
- SIGN UP FOR EPAYPOLICY
- COMPLETE THE INTEGRATION FORM
- START COLLECTING DIGITAL PAYMENTS
Our Partners
Driving technology across the insurance industry
Automate Check Payments with Checkmate
AIM-integrated customers can use CheckMate to make taking checks as easy as online payments, with daily check collection and batched deposits from a secure lockbox. Match and reconcile check payments with open invoices from your AIM system.
-
Eliminate double work and manual data entry
-
Smart scanning to sort and recognize open invoices
-
Payment details written back to your management system
Press O for more options
Click for sound
0:37
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