# 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. ### 11. Can't live without ePay!! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** September 09, 2025 **What do you like best about ePayPolicy?** ePay provides a significant benefit to our clients allowing them not to write and send us a check (especially when a payment may be late because of mail time) They also have the option to use a credit card to submit payment. Since I am the only person in our company that processes payments, I can now be out of the office for an extended period of time :) It is easy to use. We can provide a payment link in our billing invoices making it convenient for our clients. It provides a receipt directly to our client for every payment made. **What do you dislike about ePayPolicy?** I do not see one downside for using ePay. I am so grateful for ePay! **What problems is ePayPolicy solving and how is that benefiting you?** Faster processing times for client payments. Client can now use a credit card to make payment. No need to receive paper checks in our office. ### 12. Epay has made my job a lot easier! **Rating:** 5.0/5.0 stars **Reviewed by:** Kim B. | Bookkeeper, Small-Business (50 or fewer emp.) **Reviewed Date:** August 27, 2025 **What do you like best about ePayPolicy?** The ease of use is great as is the convivence of making payments to those who accept Epay and receiving payments from our clients. Straight forward and easy to find what you are looking for. The communication from Epay is wonderful, they are always on top of any issue that comes up. **What do you dislike about ePayPolicy?** I am not a fan of the large ribbon/text at the top of the site when making payments to our companies that accept Epay. It takes up a lot of space and is confusing, since it is not required to log in, or create a log in. It is just confusing. **What problems is ePayPolicy solving and how is that benefiting you?** It is making it so much easier to receive and process payments from our clients. It is also making processing payment to our companies a lot easier and simpler. ### 13. Best payment platform out there **Rating:** 5.0/5.0 stars **Reviewed by:** Corbin N. | Agency Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** September 03, 2025 **What do you like best about ePayPolicy?** Being able to allow my clients a secure easy payment process helps me bind policies faster. ePay also allows for me to send a refund back safely and timely if needed. **What do you dislike about ePayPolicy?** I have found nothing I dislike about ePayPolicy so far. **What problems is ePayPolicy solving and how is that benefiting you?** Allowing me to offer secure speedy payment to my insureds increased my close rate. In todays world time matters. The faster I can quote then accept payment to bind the more policies I sell. ### 14. Very easy for company and customer use. **Rating:** 5.0/5.0 stars **Reviewed by:** BETH A. | Bookkeeper, Small-Business (50 or fewer emp.) **Reviewed Date:** September 10, 2025 **What do you like best about ePayPolicy?** The most helpful thing about ePayPolicy is that it is easy for customers to securely enter their payment info. The link on our invoices is easy to access and simple to use. **What do you dislike about ePayPolicy?** We love everything about ePayPolicy! So far there has been no downside to having it. **What problems is ePayPolicy solving and how is that benefiting you?** Customers prefer to enter their own payment information instead of providing it over the phone. ePayPolicy gives them that option at an affordable price. ### 15. E-Pay is a game changer for our insurance agency **Rating:** 5.0/5.0 stars **Reviewed by:** Bradley F. | Vice President, Small-Business (50 or fewer emp.) **Reviewed Date:** August 25, 2025 **What do you like best about ePayPolicy?** ePay makes our renewal and new business binding process much more streamline. Instead of having to wait days or weeks on an unreliable postal service for checks to arrive we are able to simply send a link to our client, have them click to pay, then we have a receipt in our inbox. Super easy to learn and implement this system in our agency. We use it daily. Customer support has been great on the rare occasion that we need help. **What do you dislike about ePayPolicy?** There are 3% credit card fees and $10 ACH fees. Clients don't mind too much as i have seen clients pay either way. **What problems is ePayPolicy solving and how is that benefiting you?** Streamlining payment collection. ### 16. We finally had a good way for our business to accept credit cards! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** September 10, 2025 **What do you like best about ePayPolicy?** I love how easy it is for our customers to use ePayPolicy. It's also easy for them to see what the fee will be if they choose between ACH and credit card. We use ePayPolicy every day in our business. **What do you dislike about ePayPolicy?** With the rising costs of insurance, we're getting more and more customers that need to submit higher payments. They have to submit multiple payments for anything above the per-transaction limit, and for some reason that seems to be confusing for customers. **What problems is ePayPolicy solving and how is that benefiting you?** Not every insurance carrier offers direct-bill options, so this is great for any excess and surplus lines business. ### 17. ePay has been great to work with, and super easy for our clients to utilize! **Rating:** 5.0/5.0 stars **Reviewed by:** Kathryn P. | Director of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** August 25, 2025 **What do you like best about ePayPolicy?** How simple it is to use for clients, and how easy it is to reconcile statements. It was simple to implement into our process. ePay's customer support team has been great to work with! **What do you dislike about ePayPolicy?** We have not encountered any issues at this time. **What problems is ePayPolicy solving and how is that benefiting you?** It allows us to create invoices that we can send to insureds, so they can make payments quickly! ### 18. Easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Bobby B. | Admin, Small-Business (50 or fewer emp.) **Reviewed Date:** August 28, 2025 **What do you like best about ePayPolicy?** EPAY IS VERY EASY TI USE FOR BOTH ME AND MY CLIENTS. The fees and monthly costs is best in the industry as well as we shopped the ACH solution with different companies. Highly recommended. **What do you dislike about ePayPolicy?** Takes too long to get funds.Wish we could get funds in few days. **What problems is ePayPolicy solving and how is that benefiting you?** Collecting payment from clients made easy. Highly recommended. ### 19. Highly Recommend!! **Rating:** 5.0/5.0 stars **Reviewed by:** Tara R. | Tampa Branch Director and Head of Client Experience, Small-Business (50 or fewer emp.) **Reviewed Date:** August 25, 2025 **What do you like best about ePayPolicy?** The ePay system is user friendly, easy to navigate and Customer Service has always been extremely helpful anytime we have needed them! **What do you dislike about ePayPolicy?** We do not have any dislikes at this time. **What problems is ePayPolicy solving and how is that benefiting you?** ePay allows us to offer several ways for our clients to make payments and eliminates the need for our staff to have to be hands-on with the process. ### 20. Good Vendor - Higher Fees **Rating:** 0.5/5.0 stars **Reviewed by:** Maura P. | Principal & Insurance Broker, Small-Business (50 or fewer emp.) **Reviewed Date:** September 09, 2025 **What do you like best about ePayPolicy?** Ease of use for both agency and client. Dashboard is great to track payments and funding times. **What do you dislike about ePayPolicy?** Fees charged to the agency and higher payment processing fees charged to clients. **What problems is ePayPolicy solving and how is that benefiting you?** Collecting e-check and credit card payments is much easier with the option for the insured to complete payments on ePay site. ### 21. ePay Policy for the WIN! **Rating:** 4.5/5.0 stars **Reviewed by:** Jessica M. | Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** August 25, 2025 **What do you like best about ePayPolicy?** ePay is such a breeze for clients and merchants to use. Simple straight forward platform that leaves no questions on how to utilize. It is also very inexpensive for the merchant. **What do you dislike about ePayPolicy?** I don't really have anything negative to say about the program. **What problems is ePayPolicy solving and how is that benefiting you?** ePay is solving our requests from clients to be able to pay by credit card. ### 22. Like, don't love Epay **Rating:** 4.0/5.0 stars **Reviewed by:** Trish H. | Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** August 25, 2025 **What do you like best about ePayPolicy?** Ease of obtaining payments from our client **What do you dislike about ePayPolicy?** Sometimes account does not match up to our clients and management system and they are not able to make payment on their end. **What problems is ePayPolicy solving and how is that benefiting you?** It solves having to collect a form our agency previously used and having client banking information stored. ### 23. Best Experience I've Had **Rating:** 5.0/5.0 stars **Reviewed by:** Tori J. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** September 10, 2025 **What do you like best about ePayPolicy?** The dashboard is easy to follow and the customer service is great! Also the fact that it links with our CRM is VERY convenient. **What do you dislike about ePayPolicy?** I wish that we had more options to use the system! **What problems is ePayPolicy solving and how is that benefiting you?** None that I have experienced. ### 24. Easy & Reliable **Rating:** 5.0/5.0 stars **Reviewed by:** Yessenia C. | Accounting Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** September 10, 2025 **What do you like best about ePayPolicy?** Its user friendly, no additional integration needed. You can also customize the portal to meet your needs. **What do you dislike about ePayPolicy?** ACH payments take too long to be deposited to account **What problems is ePayPolicy solving and how is that benefiting you?** Easy payment options and relieving the hassle of lost and or fraudulent checks ### 25. Mostly positive **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** August 25, 2025 **What do you like best about ePayPolicy?** Are able to do invoices, very user friendly for our customers & receive the receipts & the batches **What do you dislike about ePayPolicy?** The problem that we are running into is if the policy/reference/quote number is not put in the notes we have a very difficult time figuring out which policy the payment is for, especially when they have multiple policies. Not sure if there could be a line for Policy/Reference/Quote number. Concern on receiving notice that the client has paid. **What problems is ePayPolicy solving and how is that benefiting you?** Clients to make the payments through email. ### 26. Excellent Program **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2024 **What do you like best about ePayPolicy?** We have cut back so much on payment processing times waiting for checks thanks to ePayPolicy. The convenience for both clients and us personally is unbeatable. Our previous payment system was not as convenient and was also more expensive than ePayPolicy. **What do you dislike about ePayPolicy?** We haven't had any issues to date with ePayPolicy. **What problems is ePayPolicy solving and how is that benefiting you?** Waiting for the slow and unreliable USPS to deliver checks. With clients able to make real time payments it cuts down on late notices and notice of cancellations from the carriers ### 27. Easy to do business with **Rating:** 5.0/5.0 stars **Reviewed by:** Julie L. | Agency Administrator, Insurance, Small-Business (50 or fewer emp.) **Reviewed Date:** August 25, 2025 **What do you like best about ePayPolicy?** We have been using EPayPolicy for years now. The cost has stayed steady and it continues to be easy to work with. We don't run into any issues, and they integrate with our other technology. I can't speak to their customer support because I never have to use it, but implementation was easy. **What do you dislike about ePayPolicy?** I haven't run into a downside of fusing ePayPolicy. **What problems is ePayPolicy solving and how is that benefiting you?** We needed a way for clients to be able to easily pay their insurance premiums on agency billed policies. ### 28. Ease of Use **Rating:** 4.0/5.0 stars **Reviewed by:** Todd S. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** August 25, 2025 **What do you like best about ePayPolicy?** Like it that we can collect money and pay to our MGA's the premium with less money than a stamp **What do you dislike about ePayPolicy?** Wish we could get paid faster on ACH payments **What problems is ePayPolicy solving and how is that benefiting you?** we can accept CC payments in our office now. ### 29. What a fantastic company, Everything is made easy to use. **Rating:** 5.0/5.0 stars **Reviewed by:** Mike K. | Producer, Small-Business (50 or fewer emp.) **Reviewed Date:** August 26, 2025 **What do you like best about ePayPolicy?** Integration and simple to use. Customer service a 100 Plus... **What do you dislike about ePayPolicy?** Nothing, Its that simple. The time you start to the time your done setting up invoice is Great!! **What problems is ePayPolicy solving and how is that benefiting you?** Making invoicing and keeping track of payment very easy. ### 30. Life is made easy! **Rating:** 5.0/5.0 stars **Reviewed by:** Oscar A. | VP, Small-Business (50 or fewer emp.) **Reviewed Date:** September 09, 2025 **What do you like best about ePayPolicy?** The ease of use, the service, and support! Easy set up, right out of the box. We use it daily, it's that easy. We appreciate being able to send out professional invoices with our branding. The integration into your business is fantastic! **What do you dislike about ePayPolicy?** Not everyone uses them, and should! We need to get the word out! **What problems is ePayPolicy solving and how is that benefiting you?** Taking payments, no one uses cash anymore. ### 31. Epay makes it easy to run my business **Rating:** 4.5/5.0 stars **Reviewed by:** Joash B. | Agency owner, Small-Business (50 or fewer emp.) **Reviewed Date:** August 25, 2025 **What do you like best about ePayPolicy?** Epay make taking payment from client easy regardless of what payment method the client is using **What do you dislike about ePayPolicy?** Not able to send link to client to make payments **What problems is ePayPolicy solving and how is that benefiting you?** Taking payment in office ### 32. They make payments EZ! They work with many MGA's and their direct pay system is also seamless. **Rating:** 5.0/5.0 stars **Reviewed by:** F M. | Agency Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** September 09, 2025 **What do you like best about ePayPolicy?** Best thing is it is easy to use and easy to understand. **What do you dislike about ePayPolicy?** The amount of times you have to verify when logging in. I understand why but thats probably the only thing. **What problems is ePayPolicy solving and how is that benefiting you?** They are solving the payment processing for our agency. They really developed a system that is easy to use for us and the clients. ### 33. Customer & agent friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Kiera T. | Vice President of Agency, Small-Business (50 or fewer emp.) **Reviewed Date:** September 09, 2025 **What do you like best about ePayPolicy?** Simple and easy for my clients to use. No logins required and I don’t have to fight the robots to use it. **What do you dislike about ePayPolicy?** Wish I could assign an email to notify me when a customer makes a payment. Not the end of the world though. **What problems is ePayPolicy solving and how is that benefiting you?** Credit card down payments and payments for policies. Not otherwise available. ### 34. It's an easy way to make payment with a small fee. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** August 26, 2025 **What do you like best about ePayPolicy?** Its user friendly, easy to navigate and you can customize your page with a fee. **What do you dislike about ePayPolicy?** The fees, no chat feature in case you need help or no customer service dept. **What problems is ePayPolicy solving and how is that benefiting you?** Working in the insurance industry, epay has come a long way. Now it offers invoices for your customer can pay directly. Its also integrating with most carriers in the insurance industry. ### 35. Good and Bad **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** September 02, 2025 **What do you like best about ePayPolicy?** I love the ease and flexibility of creating an invoice. **What do you dislike about ePayPolicy?** I do not like nor do my clients the $10 fee for an ACH payment. Given the rate for a CC payment, all of my clients have said Absolutely Not. **What problems is ePayPolicy solving and how is that benefiting you?** Giving me an opportunity to allow my customers to pay online. However, the fee is an issue. ### 36. ePay Makes Things Easier **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** September 10, 2025 **What do you like best about ePayPolicy?** Ease of use - from logging to the MFS to receiveing confirmations. Everything is quick and easy. **What do you dislike about ePayPolicy?** Not being able to log into multiple carriers with a single log in. **What problems is ePayPolicy solving and how is that benefiting you?** ePay centralizes our payments to carriers. We don't have to cut checks and worry about items getting lost in the mail. ### 37. Low cost, easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Eric L. | Agency owner/broker, Small-Business (50 or fewer emp.) **Reviewed Date:** September 09, 2025 **What do you like best about ePayPolicy?** It made collecting payments a lot easier. The system automatically calculated and applied credit fee. Also, it explained the fee is not charged by our agency. which avoid a lot of customer confusions. **What do you dislike about ePayPolicy?** Hope Ebay can find a way to lower the credit transaction fee **What problems is ePayPolicy solving and how is that benefiting you?** Collecting premium payments ### 38. We have been using it for 4yrs and wouldn't have it any other way **Rating:** 5.0/5.0 stars **Reviewed by:** Melissa M. | Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** September 02, 2025 **What do you like best about ePayPolicy?** E-pay policy platform is simple to use. We love it. **What do you dislike about ePayPolicy?** I really wish the site was faster. It seems like it takes a long time to get from page to page. **What problems is ePayPolicy solving and how is that benefiting you?** I hope they are solving the speed of the site ### 39. EPAY made taking payments effortless **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** August 25, 2025 **What do you like best about ePayPolicy?** The most helpful tool is the ability to create invoice and send directly from website **What do you dislike about ePayPolicy?** I have not found at this time that there is anything i would dislike **What problems is ePayPolicy solving and how is that benefiting you?** taking payments with credit card that our agency was not able to prior ### 40. ePay is the best addition to our office **Rating:** 5.0/5.0 stars **Reviewed by:** Laurie R. | commercial lines customer service, Small-Business (50 or fewer emp.) **Reviewed Date:** September 02, 2025 **What do you like best about ePayPolicy?** The Ease of Use for our clients is the best **What do you dislike about ePayPolicy?** besides some clients not wanting to pay a fee there is nothing to dislike about epay **What problems is ePayPolicy solving and how is that benefiting you?** no problems at this time ### 41. SIMPLE AND EASY EVERYTIME **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** June 11, 2024 **What do you like best about ePayPolicy?** Easy for the agency and also the client to use. **What do you dislike about ePayPolicy?** I like everything but the fees are changing often. **What problems is ePayPolicy solving and how is that benefiting you?** Its allowing our agency to have more time by allowing the client to make their own payments. ### 42. Easy & Accurate - everytime **Rating:** 5.0/5.0 stars **Reviewed by:** Chris E. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** August 25, 2025 **What do you like best about ePayPolicy?** Ease of use if top priority and ePayPolicy delivers **What do you dislike about ePayPolicy?** Monthly fee if you happen to have a solution that doesn't have one... **What problems is ePayPolicy solving and how is that benefiting you?** ePayPolicy allows us to collect money through credit cards and/or checking account. ### 43. Great product **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** August 25, 2025 **What do you like best about ePayPolicy?** Easy to navigate and understand......... **What do you dislike about ePayPolicy?** Nothing i can think of that i dislike about this product except the CC fee is a bit high **What problems is ePayPolicy solving and how is that benefiting you?** Not having the have the insured come in to make payment....especially the elderly or handicapped ### 44. For accepting payments, it has been a great platform. The fees aren't too high. **Rating:** 5.0/5.0 stars **Reviewed by:** Leslie K. | Agency Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2024 **What do you like best about ePayPolicy?** The ability to transfer funds to another business with an EPAY Policy account for only fifty cents per transaction. **What do you dislike about ePayPolicy?** I would like to possibly expand the functionality of my EPAY Policy account, but in the past I haven't been contacted when I've requested information or put myself on the interest list of an upcoming feature. I've received marketing emails about monthly recurring payments between insured and agency via EPAY, Finance Connect, and integration. When I signed up with EPAY Policy, the integration (and subsequent set up) to Vertafore's AMS360 and InsureLink was not mentioned or offered. Maybe I wasn't offered the integration because my aggregator is the owner and admin of our Vertafore account, integration is handled by the aggregator, and maybe the integration between our AMS and multiple branch agency's EPAY accounts cannot be set up due to the AMS being a large master account, with limited integration options? **What problems is ePayPolicy solving and how is that benefiting you?** payment acceptance online vs. paper checks, cash payments ### 45. Great investment for our agency **Rating:** 5.0/5.0 stars **Reviewed by:** Morgan G. | Agency Manager/Producer, Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2024 **What do you like best about ePayPolicy?** ePayPolicy has saved our employees tons of time and has given us a central location for electronic payments versus multiple methods to track. Implementing and mastering this payment system into our daily operations took less than a day. The prefill payment page is simple and quick. We never have issues with the system and our clients find making payments super easy. Tracking our transactions and batch-outs takes no thought or effort on our part because ePayPolicy displays them perfectly on the page and offers an Excel spreadsheet for download. The cost is great for the service provided. We use this system every single day. **What do you dislike about ePayPolicy?** I wish the site loaded quicker. Regardless of what you click or select, there is a lag in load time that is just this side of annoying, but not enough for us to change providers, obviously lol. I also wish the layout of the website was updated and more organized, especially the main dashboard. Aesthetics isn't as important to me as user friendliness and organization, but I do think the site could use a facelift. Otherwise, we love using ePay! **What problems is ePayPolicy solving and how is that benefiting you?** ePayPolicy has freed up a lot of time for our agents so that we can spend less time servicing and more time selling. We were also able to discontinue offering a full menu of payment methods and moved all electronic payments to ePay. ### 46. Helping you to be more efficient **Rating:** 5.0/5.0 stars **Reviewed by:** Alicia R. | Executive Vice President, Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2024 **What do you like best about ePayPolicy?** We love how easy ePayPolicy is to use both from our customers side and from ours. Implementation took no time at all. Their customer support has been incredible from before we started using them years ago and remains that way today. The team uses ePayPolicy daily and our customers have loved that we can accept payments so easily now. **What do you dislike about ePayPolicy?** The only down side we have encountered to date is that when you go to pay someone, their system still shows accounts that are not active and will allow you to pay that inactive account. We were able to get things corrected but it took months as ePayPolicy simply moves the money from one account to another. **What problems is ePayPolicy solving and how is that benefiting you?** Prior to ePayPolicy we were unable to accept online payments or even credit cards. ePayPolicy definitely understands the smaller insurance agency and is priced affordably for all. ### 47. ePay has changed the game ! **Rating:** 5.0/5.0 stars **Reviewed by:** Kristie R. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2024 **What do you like best about ePayPolicy?** There are many features that our agency loves about ePay, but I would say the best thing this company has is that they are CONSTANTLY rolling our new features, asking for feedback on what we are needing or where we see a lack in their platform that we woudl like to see added. Besides the fact that its very user friendly and it has great integration wiht your management system, you can use it to collects funds from clients AND pay your whoelsalers/brokers. **What do you dislike about ePayPolicy?** There really isn't a downside to ePay, I have found a need that you cannot do on their platform and had to find a work around for us, however when voiced to ePay they got to working on filling that need. **What problems is ePayPolicy solving and how is that benefiting you?** Invoicing DIrect Bill, but they are rolling out invoicing diretly within their dashboard so htat will fix the problem I am having. ### 48. EpayPolicy - Efficiency and Speed in Payment and Collection Management, with Justified Costs **Rating:** 4.5/5.0 stars **Reviewed by:** David V. | Treasury Leader, Mid-Market (51-1000 emp.) **Reviewed Date:** June 26, 2024 **What do you like best about ePayPolicy?** EpayPolicy is a fast and effective platform for managing payments and collections, standing out for its efficiency, security and ease of use. Ideal for the insurance sector, it allows almost instantaneous transactions and integrates easily with various systems, optimizing the financial management of companies. **What do you dislike about ePayPolicy?** while its costs may be slightly higher compared to other options, the speed of transactions and easy integration with various systems justify the investment, making EpayPolicy an excellent choice for optimizing financial management in the insurance sector. **What problems is ePayPolicy solving and how is that benefiting you?** EpayPolicy is a fast and effective platform for managing payments and collections, offering significant benefits such as efficiency, security, and ease of use. While its costs may be slightly higher compared to other options, the speed of transactions and seamless integration with various systems justify the investment. Ideal for the insurance sector, EpayPolicy optimizes financial management, making it a worthwhile choice for businesses looking to streamline their payment processes. ### 49. They make it so easy **Rating:** 5.0/5.0 stars **Reviewed by:** Karen B. | Broker/Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2024 **What do you like best about ePayPolicy?** ePay Policy makes commercial transactions so easy! I don't have to deal with the hassle of setting up credit card processing or paying those credit card fees. My clients like the ability to pay by check online - then they don't have to pay those credit card fees either! The money is deposited directly into my bank account. The process is so smooth and hands off for me that it makes both my office staff and my clients happy to do transactions. Their customer service and support are great to work with, although I've only had to deal with them for setting up. I've never had a problem with them and have been using them for years. I highly recommend epay policy for your online payment transactions. **What do you dislike about ePayPolicy?** I haven't really found any downsides to using ePayPolicy. **What problems is ePayPolicy solving and how is that benefiting you?** ePay Policy gives my clients a way to pay their premium right away without having to rely on mailing a check, which can delay payment for up to a week. ### 50. ePayPolicy makes it easy to implement online payment portals **Rating:** 5.0/5.0 stars **Reviewed by:** Kevin S. | Surety Bond Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2024 **What do you like best about ePayPolicy?** After many years of mannually entering payments while on the phone with clients, ePayPolicy has allowed us to just send a link or direct clients to our website to pay for their premiums and renewal premiums. This has saved us so much time and resources. **What do you dislike about ePayPolicy?** The only douwside is when using ACH payments because it sometimes takes a day or two before we know in that payment was declined for insufficient funds or an incorrect account number (but that is not an ePayPolicy fault, its just the way banks work via ACH). **What problems is ePayPolicy solving and how is that benefiting you?** ePayPolicy is solving the problem of having to wait for the not always reliable postal service for a check. ## 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?section=pricing&secure%5Bexpires_at%5D=2026-05-13+10%3A50%3A25+-0500&secure%5Bsession_id%5D=578602ba-af28-4cef-8a8c-dd11dc3c1868&secure%5Btoken%5D=a895c6ef5c0afa404ec8bf9f446a8c2b61bf971db88d18fb4c12590d8c91f1a5&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)