EPayPolicy and AMI Integration

The steps below outline the process of enabling and using ePayPolicy integration within Access My Insurance. Remember, the payment function will not create cash receipts in Newton nor will the due date on the payment generate an invoice or aged receivables.

Enabling ePayPolicy

1. Contact ePayPolicy directly and sign up for any ePayPolicy plan.
2. Provide us with the API Impersonation Key. You can get the API Impersonation Key using the following steps:
   • Log into ePayPolicy here: https://app.epaypolicy.com/.
   • Click on “Accounts” on the left-hand menu.
   • Under Account, select API Credentials.
   • Click Add Impersonation Key.
   • Under Impersonating Account, search “Agency Systems”.
   • Select Agency Systems, hit confirm.
   • The Impersonation Key will show up on the screen. Select/Copy the full key and provide it to Agency Systems support.

Agency: Using ePayPolicy in AMI

How to Send a Payment Request to Client

1. Log into AMI and select Customer Dashboard.
2. Search for Customer.
3. Select Payments on the left-hand side.
4. Select Request a Payment.
5. Type in the amount of the payment request.
6. Select Contact that will receive the request. (Note: If the contact is not enrolled, the email generated by AMI will initiate enrollment and tell them they have a payment request.)
7. Enter in a Due Date for the payment.
8. Enter in a Note. Example: Down payment for Homeowners Renewal.
9. Select Request Payment.
   • Payment Request will generate an email to Contact requested the payment.
   • Payment Request will create an Activity in Newton.

What to expect after Client makes Payment

1. AMI will generate an email to the Client Producer, CSR, the AMI back-up email address, and the requestor of the payment.
2. An Activity in Newton will be created for Payment Sent.
3. ePayPolicy will auto-generate an email receipt to the Contact (person who made the payment) and the Agency (to email address they have on file with ePayPolicy).
4. The Customer Dashboard in AMI will show status Paid.

Client: How this Works on the Client side

1. Contact will receive an email from AMI with a Make a Payment button which will link them directly to AMI to make the payment interface if they're signed into AMI.
2. AMI will have a highlighted banner on the client Dashboard showing any outstanding payment request.
3. Client will have a My Payments page that will show all Payment Activity (all Paid and Requested payments made in AMI) saved Payment Methods (if they elected to save their CC or Bank Acct as a default payment method), and a button to Make a One-Time Payment.
4. When Client makes the payment, an activity will be logged in Newton.
5. ePayPolicy will auto-generate an email receipt to Contact.