Getting Started with Finance Connect

Finance Connect  is an integrated solution that allows insurance organizations (Agencies, MGAs, and Carriers) to offer premium financing directly at the point of payment.  By connecting your existing Premium Finance Company (PFC) partners to your ePayPolicy payment page, you provide a seamless, paperless experience for your insureds while speeding u...

Quotes and Invoices: Creating the Invoice with Finance Connect

The Quotes and Invoices feature allows you to streamline your billing process by creating professional payment requests and tracking them in real-time.  To make the checkout experience even more powerful, we’ve integrated  Finance Connect . This feature allows you to offer premium financing through your existing partners directly at the point of pay...

Quotes and Invoices: Link Policies

The Add Policy feature allows you to link multiple invoices directly to a specific policy. This ensures that all related financial documents are displayed together on the Payment Page. By grouping these items, you provide a cohesive experience for your payers and streamline the collection process. Why use the "Add Policy" feature? Linking invoices o...