Vertafore announces AIM and FinancePro integration with ePayPolicy for simplified insurance payment processing

May 31, 2018 /

DENVER, May 31, 2018 – Vertafore®, the leader in modern insurance technology, today announced integration with ePayPolicy for electronic payment processing, enabling agents and brokers to accept insurance payments online, and is fully integrated with Vertafore’s FinancePro and AIM management systems.

ePayPolicy’s seamless integration with FinancePro and AIM means thainsurance companies using either management system can process invoices faster and more efficiently by eliminating paper checks and manual payment reconciliation.

“This partnership enables customers to painlessly set up a full payment system inside the AIM management system,” said Cameron Elisha, Vertafore AIM and FinancePro product manager. “This is the first partnership agreement of this kind, and enables AIM to deliver new features through strategic partnerships quickly by leaning on expertise outside of our product suite.”

End-use customers (i.e. the insureds) also benefit from ePayPolicy’s integrations. They now have the ability to set up recurring payments, make installment and down payments securely, and in general, have a much smoother and user-friendly experience. Simply put, ePayPolicy is the easiest payment solution for both the agent and insured.

"They’ve significantly improved our client’s user experience. And, it saves our accounting team the extra work of going between multiple systems,” said J. Archer Butler, Underwriter for Piedmont Premium Finance.

“Our customers really like the ability to see all of their outstanding invoices with the AIM integration,” said Chris Sylvester with XS Brokers. “They can even choose which specific invoices they want to pay,” he said. “It’s a lot easier than our old system.”

By combining forces, Vertafore and ePayPolicy are able to bring a robust yet simple payment process to the table, and ensure a complete, end-to-end solution to all parties involved in insurance payments.

About ePayPolicy

ePayPolicy is the simplest way to collect insurance payments online. Its robust platform allows insurance professionals to accept electronic payments via credit card and ACH, while also allowing agents and brokers to pass on transaction fees to the insured. ePayPolicy serves over 800 national clients and continues to expand its growing list of independent association endorsements and management system integrations each day. To find out more, visit   

About Vertafore 

Vertafore’s comprehensive insurance management software solutions allow participants in the insurance distribution channel to adapt to an evolving insurance industry by efficiently scaling their businesses through deeper access to information and insights. The Vertafore platform features fast innovation, partnerships with leading technology companies, and customizable solutions to help companies remain independent during a time of industry disruption. As the leader in modern insurance technology with the largest customer base in the industry, Vertafore connects every point of the distribution channel, from agencies and carriers to MGAs, MGUs, and state governments. For more information about Vertafore, visit, read the company’s blog, and follow the company on Twitter, LinkedIn, and Facebook.

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