ePayPolicy Reviews & Product Details

Anyone can easily hop into the portal and make a payment. It is very simple and pulls invoices directly from my accounting system, through integration. The fee's are very affordable and even many of my small retail agents have signed up for epay. I have very few issues with the site itself. In all the years of using it, it has only gone down twice and its up in a few hours. The support team is great and has even created custom materials for me to give to my agents. Review collected by and hosted on G2.com.

I do wish the payment page was a little more flexible/customizable. Review collected by and hosted on G2.com.

ePayPolicy has made it extremely easy for us to collect payments on our agency statements. Our agency partners also prefer paying us through ePayPolicy rather than by check, which has simplified the process on both sides. Review collected by and hosted on G2.com.

Overall, I’m very happy with ePayPolicy, but I wish there were a feature that would let agency partners pay off specific items on a statement—more like selecting from a menu. Review collected by and hosted on G2.com.

Our clients like the ease of us and that invoices can be combined for only one fee. If we ever have any issues, ePay support is always quick to respond and to have a resolution. Review collected by and hosted on G2.com.

Certain financial institutions will not allow electronic processing of ACH through the ePay portal. 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.

I find ePayPolicy to be a dependable payment platform. I like its effective tool for helping with billing operations, which reduces manual processing. I also appreciate its search feature and the ability to obtain receipts easily. Furthermore, it provides efficient, reliable, and customer-focused billing services, along with supporting refund processing. The initial setup was very easy, and I highly recommend it based on my experience. Review collected by and hosted on G2.com.

the credit card fee for customers Review collected by and hosted on G2.com.

I like that it automatically syncs with the company's agency management system. Review collected by and hosted on G2.com.

I wish there was an automatic way to pay premium payables that both sides would recognize without having to send additional information. Review collected by and hosted on G2.com.

I love that it gives you a direct link and can copy it right into an email for the customer to make the payment. It is very , very easy to use! Review collected by and hosted on G2.com.

Nothing, I think it's very easy to use. The only thing is the fee for credit cards are a bit high but that's not the fault of the software Yes, I just wish the credit card fees for the customer were not so high Review collected by and hosted on G2.com.

ePay always tries to help improve the system whenever there’s a hiccup. Review collected by and hosted on G2.com.

The only downside I experienced with the ePay policy was that when we sent out commissions, it displayed the company’s last four digits of the account number instead of the agency’s account. Review collected by and hosted on G2.com.

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.