Integrated Payment Solutions in Momentum AMS: Simply Easier Payments & ePayPolicy

Integrated Payment Solutions in Momentum AMS
Momentum AMS supports integrated payment solutions that simplify how agencies collect payments and how insureds pay invoices. A few of the supported platforms are:

• Simply Easier Payments
• ePayPolicy
• Agave
• Input1
• Tranzpay

All integrations function almost identically once connected to Momentum AMS. The only difference is the payment option labels agents and insureds see in the system.

For setup instructions, see: Integrating Momentum AMS with Payments

How Agents Use Payment Integrations

After creating an invoice, agents will see a Take Payment option:

With Simply Easier Payments: Take Payment with Simply Easier Payments
With ePayPolicy: Take Payment with ePayPolicy

Invoices can also be sent directly by clicking Actions → Send and selecting the appropriate payment method. This allows agents to deliver invoices to insureds with a built-in payment option.

How Insureds Use Payment Integrations

When insureds log into their client portal, they can:

View invoices assigned to them.
Use the View Invoice and Make Payment options.
- With Simply Easier Payments: Pay by Simply Easier Payments
- With ePayPolicy: Make a Payment with ePayPolicy

Insureds cannot edit, void, or delete invoices—they can only view and pay them.

With ePayPolicy, insureds also benefit from direct payment links inside invoice emails, letting them pay a single invoice without logging in.

Benefits for Agencies and Clients

Simplified payments – Collect and process payments without manual checks.
Consistency – Both agents and insureds have clear, simple options to view and pay invoices.
Efficiency – Payments post quickly, reducing manual reconciliation.
Transparency – Both sides can access payment history and receipts for tracking.

Final Thoughts

Both Simply Easier Payments and ePayPolicy provide integrated, user-friendly solutions for invoicing and payments in Momentum AMS. Once connected, they streamline the billing process for agencies and make it easy for insureds to pay securely.