# ePayPolicy Reviews **Vendor:** ePayPolicy **Category:** [Insurance Billing Software](https://www.g2.com/categories/insurance-billing) **Average Rating:** 4.8/5.0 **Total Reviews:** 156 ## About ePayPolicy Over 10,000 insurance companies trust ePayPolicy to speed up inefficient payments with an easy-to-use, connected platform. Secure, online ACH and credit card payments, daily check collection and payables network tools, all within a single dashboard. Time-saving management system integrations ensure your accounting team is just as delighted as your customers. ## ePayPolicy Pros & Cons **What users like:** - Users appreciate the **ease of use** of ePayPolicy, highlighting its flexibility and simple implementation process. (37 reviews) - Users appreciate the **automatic batch uploads** and seamless payment processes of ePayPolicy, enhancing efficiency for agencies and clients. (25 reviews) - Users commend ePayPolicy's **excellent customer support** , enhancing their experience and simplifying payment processing significantly. (12 reviews) - Users appreciate the **seamless integrations** with their CRM, enhancing convenience and ease of use in ePayPolicy. (7 reviews) - Users commend the **setup ease** of ePayPolicy, allowing for quick integration and smooth daily operations. (5 reviews) - Users value the **speed of transaction processing** with ePayPolicy, enhancing overall efficiency for billing systems. (5 reviews) - Intuitive (4 reviews) - Navigation Ease (4 reviews) - Process Streamlining (4 reviews) - Users value the **time-saving features** of ePayPolicy, streamlining payment processes and enhancing efficiency for their teams. (4 reviews) **What users dislike:** - Users find ePayPolicy **expensive** due to high processing fees and additional monthly charges for agencies. (6 reviews) - Users experience **data mismatches** between ePayPolicy and their management systems, hindering payment processes and causing confusion. (4 reviews) - Users express concern over the **slow service** , often facing delays of up to 45 days to access funds. (4 reviews) - Users experience significant **inefficiency** due to issues with payment tracking and invoice-related delays impacting their workflow. (3 reviews) - Users find ePayPolicy's **poor usability** frustrating due to confusing navigation and lack of essential features like payment reminders. (3 reviews) - Attachment Issues (2 reviews) - Users experience **poor customer support** , with unhelpful assistance and slow resolution of account issues affecting their experience. (2 reviews) - Complex System (1 reviews) - Editing Limitations (1 reviews) - Learning Difficulty (1 reviews) ## ePayPolicy Reviews ### 1. ePay makes accounting easy! **Rating:** 5.0/5.0 stars **Reviewed by:** Krisha R. | Administrative Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** September 04, 2025 **What do you like best about ePayPolicy?** 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. **What do you dislike about ePayPolicy?** 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. **What problems is ePayPolicy solving and how is that benefiting you?** We are an insurance agency, and ePay allows us to collect down payments and premiums that come directly to our office via credit/debit cards or by an electronic check. This opens up more options for clients to pay bills that we handle when the insurance company does not. ### 2. Effortless Payments and Invoicing With Client Fee Transparency **Rating:** 5.0/5.0 stars **Reviewed by:** Victoria B. | Agency Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** September 02, 2025 **What do you like best about ePayPolicy?** 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. **What do you dislike about ePayPolicy?** 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. **What problems is ePayPolicy solving and how is that benefiting you?** ePayPolicy solves the challenge of handling payments quickly, securely, and transparently. Before, managing fees and processing payments was time-consuming and created extra back-end work. Now, clients can easily choose ACH or credit card and immediately see the fee difference, with those fees passed directly to them instead of our agency having to calculate and add them. The ability to send invoices directly to clients and pay carriers through the Payables feature has streamlined our entire payment workflow, saving us time, reducing errors, and giving our clients a smoother, more professional experience. ### 3. Amazing Efficiency and Great Customer Support Team! **Rating:** 5.0/5.0 stars **Reviewed by:** Ambere S. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** August 25, 2025 **What do you like best about ePayPolicy?** 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. **What do you dislike about ePayPolicy?** 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. **What problems is ePayPolicy solving and how is that benefiting you?** Allowing multiple payment options for my insureds. ### 4. Game-Changer for Agency Efficiency **Rating:** 5.0/5.0 stars **Reviewed by:** Alexis H. | Account Executive, Insurance, Small-Business (50 or fewer emp.) **Reviewed Date:** August 25, 2025 **What do you like best about ePayPolicy?** 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. **What do you dislike about ePayPolicy?** 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. **What problems is ePayPolicy solving and how is that benefiting you?** ePayPolicy solves the problem of delayed or missed premium payments by giving clients an easy, secure way to pay online. It eliminates manual payment tracking and reduces errors from checks or phone payments. For our agency, this means faster down payments to bind policies, accurate records in HawkSoft, and less back-and-forth with clients and brokers. ### 5. Agency receivables and payables **Rating:** 4.5/5.0 stars **Reviewed by:** Duane K. | Owner/Manager of Nonprofits Compensation Care, Small-Business (50 or fewer emp.) **Reviewed Date:** August 25, 2025 **What do you like best about ePayPolicy?** Easy with which to transact receivables and payables. One stop shop for a smaller agency. Good invoicing tool. **What do you dislike about ePayPolicy?** 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. **What problems is ePayPolicy solving and how is that benefiting you?** We asked for a limit increase at inception and provided our personal financials since this is a new startup agency, even though I have been in the business for 40 years we could not get past the initial limit. I sincerely hope Epay will circle back to me so we can readdress this issue. Most of our clients have AP's greater than $25,000 and this means we cannot take advantage fully of this program. ### 6. Game changer compared to traditional waiting on a check **Rating:** 4.0/5.0 stars **Reviewed by:** Eric E. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2024 **What do you like best about ePayPolicy?** Takes the "check is in the mail" reasons out of payment delays **What do you dislike about ePayPolicy?** 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. **What problems is ePayPolicy solving and how is that benefiting you?** getting invoices paid more quickly ### 7. ePayPolicy is a highly convenient online payment portal that simplifies **Rating:** 5.0/5.0 stars **Reviewed by:** Iddo G. | VP OF SALES SOUTHEAST DIVISION, Small-Business (50 or fewer emp.) **Reviewed Date:** August 25, 2025 **What do you like best about ePayPolicy?** 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. **What do you dislike about ePayPolicy?** The payments can take up to 45 days to clear in ur account. **What problems is ePayPolicy solving and how is that benefiting you?** can be not vry user frinedly on the client facing site. ### 8. Fast, Reliable, and Incredibly Efficient **Rating:** 5.0/5.0 stars **Reviewed by:** Karen I. | Agency Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** August 25, 2025 **What do you like best about ePayPolicy?** 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. **What do you dislike about ePayPolicy?** 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. **What problems is ePayPolicy solving and how is that benefiting you?** Simplifies my payment systems and improves operational efficiency. ### 9. Fantastic Experience! **Rating:** 5.0/5.0 stars **Reviewed by:** Tracy U. | Licensed Sales and Service Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** August 25, 2025 **What do you like best about ePayPolicy?** 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. **What do you dislike about ePayPolicy?** We have not found any downsides to ePayPolicy to date. Our experience has been fantastic! **What problems is ePayPolicy solving and how is that benefiting you?** This has been a niche that has needed to be filled and ePayPolicy has done a great job of talking to the agents and filling in the gaps. ### 10. Effortless Batch Uploads, But Needs Better Premium Payables Integration **Rating:** 4.5/5.0 stars **Reviewed by:** Hillary L. | Accounting Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 27, 2025 **What do you like best about ePayPolicy?** I love that ePay automatically uploads the batch into Applied Epic and applies the debits to credits. **What do you dislike about ePayPolicy?** The only downside is that there isn't a full streamline of premium payables yet that would match items in the premium reconciliation. **What problems is ePayPolicy solving and how is that benefiting you?** ePay aims to assist with more streamlined premium payables, which could potentially save my team around 5 to 8 hours each week. We often struggle to match all the invoices timely to the premium reconciliations, especially since we have to pay multiple carriers every time. ## ePayPolicy Discussions - [What is ePayPolicy used for?](https://www.g2.com/discussions/what-is-epaypolicy-used-for) - 1 comment - [View ePayPolicy pricing details and edition comparison](https://www.g2.com/products/epaypolicy/reviews/epaypolicy-review-11662922?section=pricing&secure%5Bexpires_at%5D=2026-05-15+22%3A26%3A46+-0500&secure%5Bsession_id%5D=7a435245-842d-4965-a7c9-b70bc4c555a3&secure%5Btoken%5D=88b7963f49f38af261510b1579fcaaeca68adf15cfbabb450b11ab16a7f77dd1&format=llm_user) ## ePayPolicy Integrations - [AMS360](https://www.g2.com/products/ams360/reviews) - [Applied Epic](https://www.g2.com/products/applied-epic/reviews) - [AWS Managed Services (AMS) Integration App](https://www.g2.com/products/aws-managed-services-ams-integration-app/reviews) - [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) - [HawkSoft](https://www.g2.com/products/hawksoft/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) ## Top ePayPolicy Alternatives - [FileHandler Enterprise](https://www.g2.com/products/filehandler-enterprise/reviews) - 4.4/5.0 (36 reviews) - [Duck Creek Billing](https://www.g2.com/products/duck-creek-billing/reviews) - 4.3/5.0 (13 reviews) - [BriteCore](https://www.g2.com/products/britecore/reviews) - 4.3/5.0 (22 reviews)