Difference between revisions of "EPayPolicy and AMI Integration"

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(Created page with "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 Ne...")
 
 
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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.
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The steps below outline the process of enabling and using ePayPolicy integration within Access My Insurance.
  
 
== Enabling ePayPolicy ==
 
== Enabling ePayPolicy ==
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# Agency will need to contact [https://epaypolicy.com/?gclid=CjwKCAjwsfuYBhAZEiwA5a6CDGSZ8ebWTfwlTpJ5-a8nAM5Ld6Vk8Xx7GiFtC25ieQf8wrnd55ZkCBoClWIQAvD_BwE ePayPolicy] directly and sign up for '''any''' ePayPolicy plan.
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# Contact [https://epaypolicy.com/?gclid=CjwKCAjwsfuYBhAZEiwA5a6CDGSZ8ebWTfwlTpJ5-a8nAM5Ld6Vk8Xx7GiFtC25ieQf8wrnd55ZkCBoClWIQAvD_BwE ePayPolicy] directly and sign up for '''any''' ePayPolicy plan.
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# Agency will then need to provide us with the '''API Impersonation Key'''. Agency can get the API Impersonation Key using the following steps:
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# 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/.
 
#*Log into ePayPolicy here: https://app.epaypolicy.com/.
 
#*Click on “Accounts” on the left-hand menu.
 
#*Click on “Accounts” on the left-hand menu.
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#*Select Agency Systems, hit '''confirm'''.
 
#*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.
 
#*The Impersonation Key will show up on the screen. '''Select/Copy''' the full key and provide it to Agency Systems support.
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# To enable, you must login to AMI as an administrator.
 
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# Select '''Edit Agency''' from Show All Options.
 
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# Check '''Enable ePayPolicy'''.
 
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# Enter in the '''API Impersonation Key''' provided by the Agency.
 
  
 
== Agency: Using ePayPolicy in AMI ==
 
== Agency: Using ePayPolicy in AMI ==
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#Log into AMI and select '''Customer Dashboard'''.
 
#Log into AMI and select '''Customer Dashboard'''.
 
#Search for Customer.
 
#Search for Customer.
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#Select '''Payments''' on the left-hand side.
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#Select '''Invoices & Payments'''.
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#Select '''Request a Payment'''.
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#Select '''Request online Payment'''.
 
#Type in the '''amount''' of the payment request.
 
#Type in the '''amount''' of the payment request.
 
#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.) ''
 
#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.) ''
 
#Enter in a '''Due Date''' for the payment.
 
#Enter in a '''Due Date''' for the payment.
 
#Enter in a '''Note'''. Example: Down payment for Homeowners Renewal.
 
#Enter in a '''Note'''. Example: Down payment for Homeowners Renewal.
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#Select '''Request Payment'''.  
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#Select '''Send Request'''.  
 
#*Payment Request will generate an email to Contact requested the payment.
 
#*Payment Request will generate an email to Contact requested the payment.
 
#*Payment Request will create an Activity in Newton.
 
#*Payment Request will create an Activity in Newton.
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#An Activity in Newton will be created for '''Payment Sent'''.
 
#An Activity in Newton will be created for '''Payment Sent'''.
 
#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).
 
#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).
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#The Customer Dashboard in AMI will show status '''Paid'''.
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#The Customer Dashboard in AMI will show status '''Finalize Payment'''.
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#Select '''Finalize Payment''' to enter in the remaining details to create a cash receipt in the database that will be reflected in clients accounts receivable balance.
  
 
== Client: How this Works on the Client side ==
 
== Client: How this Works on the Client side ==
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#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.
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#Contact will receive an email from AMI with a '''Make a Payment''' button which will link them directly to AMI to make the payment.
 
#AMI will have a highlighted banner on the client Dashboard showing any outstanding payment request.
 
#AMI will have a highlighted banner on the client Dashboard showing any outstanding payment request.
 
#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'''.
 
#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'''.
 
#When Client makes the payment, an activity will be logged in Newton.
 
#When Client makes the payment, an activity will be logged in Newton.
 
#ePayPolicy will auto-generate an email receipt to Contact.
 
#ePayPolicy will auto-generate an email receipt to Contact.

Latest revision as of 14:59, 3 April 2024

The steps below outline the process of enabling and using ePayPolicy integration within Access My Insurance.

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 Invoices & Payments.
  4. Select Request online 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 Send Request.
    • 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 Finalize Payment.
  5. Select Finalize Payment to enter in the remaining details to create a cash receipt in the database that will be reflected in clients accounts receivable balance.

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.
  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.
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