ePayPolicy Reviews & Product Details

I handle some of the accounting for my office which includes receipting the ePay deposits in our accounting software. The emails with the batch information make it easy to find exactly who made a payment and how much they paid. It's even better when they link it to the exact invoice number. I don't worry about digging through anything to look for what amounts of payments go to which clients. I also like that the batch emails let me know to look for a deposit in the bank account so I can know when to record it. Review collected by and hosted on G2.com.

Some of our clients credit/debit cards are not accepted on ePay, making it harder to process transactions for them. They either have to pay in cash or write a check. With one in particular they are a city government organization so there is more red tape to get a check written and get the invoices paid. Review collected by and hosted on G2.com.

I love how easy it is to use — my clients can choose ACH or credit card and instantly see the difference in fees. I also appreciate that the fees are passed on to the client automatically, so we don’t have to manage them manually. The invoice feature is another huge plus, allowing us to email invoices directly to clients and pay carriers through the Payables feature. Overall, it has streamlined our back end tremendously. Review collected by and hosted on G2.com.

You can add an attachment when sending an invoice, but I wish we could add a signature field for e-sign to the attachment so that it could reduce a step on getting our proposals signed. Review collected by and hosted on G2.com.

I have to admit, I was hesitant to switch my invoicing as I had been using QB for a decade and was certainly comfortable with that platform. I decided to do a demo with ePay because it allowed me to include a credit card payment option to my clients that automatically passed the fee onto them without me having to revise anything on my end. I learned in the demo that I could also simultaneously offer financing options to each client without having to quote through a separate system. Essentially this allowed my clients additional options to pay without costing me any time.

Every interaction with the ePay team has been great though. I highly recommend this platform and they are constantly, actively looking for ways to improve it with real customer feedback. Review collected by and hosted on G2.com.

There are a couple downsides: 1) Finance currently only allows one option, so if I need to alter any of the terms I have to manually quote outside the system 2) ACH has a fee associated that was not the case with QB. Review collected by and hosted on G2.com.

What I like best about ePayPolicy is how simple and reliable it makes the payment process for both clients and our agency. The platform is user-friendly, easy to set up, and helps ensure payments are processed quickly and accurately. It saves time, reduces errors, and makes tracking and managing payments much more efficient. Review collected by and hosted on G2.com.

The main challenge with ePayPolicy is that it requires an invoice to be created in HawkSoft before a client can make a payment. Occasionally, it can take a few days to receive the invoice from a broker, but the insured needs to make a down payment to bind the policy. This means we sometimes have to create a temporary invoice for the down payment, and then generate a final one once the broker’s invoice arrives. Review collected by and hosted on G2.com.

Easy with which to transact receivables and payables. One stop shop for a smaller agency. Good invoicing tool. Review collected by and hosted on G2.com.

We were unaware of the maximum limit we could receive being capped at $25,000. This is something that should have been discussed in the initial setup so not to arise when your billing clients in excess of the $25,000 limit. This proved to be embarrassing with our first few client setups. Review collected by and hosted on G2.com.

Takes the "check is in the mail" reasons out of payment delays Review collected by and hosted on G2.com.

Slow pay on larger ($10k+) payments and max of $25k per payment. They will pay faster and increase limits BUT YOU have to provide financials, answer questions, and qualify first. The other thing is that there is no "invoice request" or reminder for payment options, like Square (and other systems) offers (and has been for years...). During an ePay training/Zoom, I posed this question, and the host said "I will follow up with you and take that offline." That never happened, there was no follow-up. Net-net, if this system is *really* going to benefit retail agencies, it should have integrated invoice systems, payment reminders, and reports noting unpaid invoices. Review collected by and hosted on G2.com.

ePayPolicy is a highly convenient online payment portal that simplifies the way we process transactions. The platform allows clients to make payments quickly and securely, eliminating the delays and hassles often associated with traditional payment methods. Its user-friendly interface makes navigation easy, and the system integrates seamlessly into our workflow, saving both time and effort for our team. One of its biggest strengths is the ability to accept multiple forms of payment, providing flexibility for clients while ensuring faster funding for us. Overall, ePayPolicy has become an essential tool in streamlining our payment process and enhancing the client experience. Review collected by and hosted on G2.com.

The payments can take up to 45 days to clear in ur account. Review collected by and hosted on G2.com.

Epay has been an incredibly efficient tool for my agency. It has significantly streamlined our payment process, making it easy for both clients and staff to complete transactions in under five minutes. The platform’s simplicity and speed have saved us valuable time and eliminated unnecessary payment delays.

Whether you're running a business or managing a team, Epay offers a hassle-free solution to handle payments quickly and securely. I highly recommend it to anyone looking to simplify their payment systems and improve operational efficiency. Review collected by and hosted on G2.com.

The fee for using a card right now is 3.5% which is a bit elevated in my opinion, but having the ACH option at 1% makes it easier on the client. Review collected by and hosted on G2.com.

The convenience and ease of use with being able to offer processing payments that are not within the insurance companies website has been the most helpful feature of our experience. When customers are out of town or live in other areas of the state, the convenience has made it a very customer service friendly service to offer. Also the implantation process was so very easy! My contact has always been easy to reach, talk to and follows up regularly. Review collected by and hosted on G2.com.

We have not found any downsides to ePayPolicy to date. Our experience has been fantastic! Review collected by and hosted on G2.com.

I love that ePay automatically uploads the batch into Applied Epic and applies the debits to credits. Review collected by and hosted on G2.com.

The only downside is that there isn't a full streamline of premium payables yet that would match items in the premium reconciliation. Review collected by and hosted on G2.com.