When downloading transaction data from the dashboard, why does the system only give the option of emailing the report sometimes? - ePayPolicy
The system only offers to email the transaction report instead of providing an immediate download when the number of transactions exceeds 250, whereas reports with fewer than 250 transactions can be downloaded directly from the dashboard, except for AMS360 cash receipt downloads.
This depends on the "size" of the data being retrieved. A record of transactions over a count of 250 will result in the report needing to be emailed to the user. If the count of transactions is under 250 (based on results from search on transactions page), you will see the download link and can download the file right then and there. This does not apply to the AMS360 cash receipt download.
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How to import ePayPolicy Transactions into AMS360 - ePayPolicy
To import ePayPolicy transactions into AMS360 and automatically apply cash receipts to paid invoices, log into your ePayPolicy dashboard, download the desired batch report via the “Download for AMS360” link on the Batches page, and then follow Vertafore’s AMS360 payment import tutorial to complete the upload process.
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.
Achieving Touchless Accounting with Vertafore and ePayPolicy - ePayPolicy
ePayPolicy and Vertafore have partnered to launch a fully automated, touchless accounting workflow for insurance agencies using Vertafore’s AMS360, featuring three key enhancements—Automatic Invoice Offsets for premium financing, real-time payment visibility via AgencyOne integration, and the upcoming Automatic Deposits with Cash Receipts—to eliminate manual data entry, streamline payment reconciliation, and enable seamless data flow from quote to general ledger.
Enabling "Imported Deposits with Cash Receipts" - ePayPolicy
The article provides detailed, step-by-step instructions for AMS360 administrators on how to enable automated deposit importing by configuring the Application Catalog to grant full business unit group access to the ePayPolicy integration user and authorizing this user on each relevant bank account within the Bank Overview settings.
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.
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.