Integrating Momentum AMS with Payments

Supported Payment Providers

Momentum AMS supports integration with the following payment providers:

• Simply Easier Payments

• ePayPolicy

• Tranzpay

• Ascend

• Input 1

• Agave

Benefits of Payments Integration

• Accept credit card and ACH payments directly from the insured’s record.

• Automatically generate receipts for completed transactions.

• Reduce manual reconciliation with integrated payment reporting.

• Add payment links to invoices for faster collections.

Setup Steps

1. Check the Preferred Partners Page

   • Visit the Momentum AMS Preferred Partners page to review preferred partners and learn about available features.

2. Obtain Merchant Account Details

   • Work with your chosen payment provider to set up or verify your merchant account.

   • You will need your API credentials from the provider (usually an API key and secret).

3. Access the Agency Profile

   • Click your name in the upper right corner of Momentum AMS.

   • Select Agency Profile from the dropdown menu.

   • Click Configure API.

4. Enter Payment Provider API Credentials

   • In the payment integration section, select your provider (e.g., Simply Easier Payments, ePayPolicy, Tranzpay, Ascend, Input 1, Agave).

   • Enter the API credentials provided by your merchant account.

   • Click Update.

5. Test the Connection

   • Process a small test payment to confirm the integration is working.

   • Verify that a receipt is generated and the transaction appears in your payment provider’s portal.

Best Practices

• Always verify merchant account approval before entering API credentials.

• Use payment links in invoices to speed up collections.

• Assign at least two staff members to be familiar with the payment process in case one is unavailable.