Technology that just makes sense - ePayPolicy
The article highlights how the integration of ePayPolicy's online payment processing with FinancePro's premium finance loan management within Vertafore's web-based agency management ecosystem offers insurance agencies and premium finance companies a seamless, software-free solution to efficiently manage loans, payments, quoting, and compliance across all 50 states, thereby enhancing business growth and operational ease.
Premium finance companies are already familiar with FinancePro. It’s a powerful, web-based solution that helps with loan management, carrier and rate tables. What takes it to the next level is its easy integration within the Vertafore agency management ecosystem.
If you’re serious about growing your agency or premium finance business, then we encourage you to become familiar with Vertafore. One huge benefit of using ePayPolicy, Vertafore, or even FinancePro is that they are all web-based solutions. There’s no software to install. That just makes sense. These are intuitive new technology solutions for the insurance industry.
As many of you know, FinancePro simplifies premium finance loan management and agent quoting. It gives you all the tools you need to manage your business, except one—the ability to accept online payments. Until now you could only manage reports, notices, payment processing, quoting and account status, and compliance in all 50 states.
ePayPolicy and FinancePro integration provides seamless payment processing within Vertafore’s web-based platform. That’s two powerful tools to move your premium finance company to another level. Already a FinancePro user? We’re ready to help you marry these two powerful financial tools. Contact us to find out how.
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ePayPolicy Integrates with Vertafore’s AMS360 - ePayPolicy
ePayPolicy, a Vertafore Orange Partner, has integrated its payment processing capabilities into Vertafore’s AMS360 agency management system and five other Vertafore systems, enabling over 6,000 independent insurance agencies to accept credit card and ACH payments seamlessly, thereby streamlining workflows, improving customer experience, and offering quick setup with automatic accounting and activity tracking.
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.
ePayPolicy is NetVU’s newest Silver Corporate Partner - ePayPolicy
ePayPolicy, a provider of online insurance payment solutions that integrate with Vertafore systems and help agencies speed up receivables while passing on transaction fees, has become NetVU’s newest Silver Corporate Partner, joining the NetVU Community to collaborate with over 30,000 insurance industry professionals and enhance technology-driven business success.
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.
Brown & Brown Makes a Customer-Centric Decision
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.
How R.K. Tongue Managed 50% Premium Finance Premium Growth with Finance Connect - ePayPolicy
R.K. Tongue, a dental industry insurance provider, achieved 50% growth in premium finance premiums by integrating ePayPolicy's Finance Connect with their Vertafore system, automating and streamlining the previously manual, time-consuming process of generating and managing up to 300 monthly finance agreements, thereby enhancing client payment flexibility and reducing administrative burdens during peak seasons.