--- title: ePayPolicy Reviews meta_title: 'ePayPolicy Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 159 reviews by the users' company size, role or industry to find out how ePayPolicy works for a business like yours. aggregate_rating: rating_value: 4.8 review_count: 159 scale: '5' date_modified: '2026-08-01' parent_category: name: Insurance url: https://www.g2.com/categories/insurance --- # ePayPolicy Reviews **Vendor:** ePayPolicy **Category:** [Insurance Billing Software](https://www.g2.com/categories/insurance-billing) **Average Rating:** 4.8/5.0 **Total Reviews:** 159 ## 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** offered by ePayPolicy, making payment processing convenient and hassle-free. (37 reviews) - Users value the **automated payment processing** by ePayPolicy, enhancing convenience and customer service without added effort. (25 reviews) - Users commend ePayPolicy's **exceptional customer support** , highlighting the team's availability and dedication to improvement. (12 reviews) - Users love the **seamless integrations** with existing systems, enhancing their daily operations effortlessly. (7 reviews) - Users love the **setup ease** of ePayPolicy, appreciating its straightforward implementation and seamless integration. (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 the **expensive fees** associated with ePayPolicy to be a significant drawback for their transactions. (6 reviews) - Users experience **acceptance issues for credit/debit cards** , complicating transaction processes and leading to inconvenient payment methods. (4 reviews) - Users experience **slow service** with ePayPolicy, often waiting up to 45 days for payments to clear. (4 reviews) - Users face **inefficiency** with ePayPolicy due to delays in invoice creation and difficulties in payment tracking. (3 reviews) - Users find **poor usability** in ePayPolicy, particularly due to confusing interfaces and lack of essential features. (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. 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. ### 2. 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. ### 3. 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. ### 4. Great for Small Businesses Taking Payments **Rating:** 4.5/5.0 stars **Reviewed by:** Kristi O. | Owner/Broker, Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2024 **What do you like best about ePayPolicy?** It is very user friendly for our clients, where we can just send a link for them to pay to start policies. Great for refunding if necessary without us having to submit paperwork. We use it daily. Customer support is very helpful and quick to respond to questions. We used to use the integrated email link that was great for a time. **What do you dislike about ePayPolicy?** Not much. It is a very secure site, it takes a few extra mintues to log in, but it makes sense. **What problems is ePayPolicy solving and how is that benefiting you?** Payments for insurance policies. ### 5. Life is easier with Epay Policy **Rating:** 5.0/5.0 stars **Reviewed by:** Larry M. | Owner President, Small-Business (50 or fewer emp.) **Reviewed Date:** June 25, 2024 **What do you like best about ePayPolicy?** The upsides besides the ease of use, is the timesaving apect of this program. As any busy businessowner knows, things that save time for you and your employees is priceless. And this program saves us time. **What do you dislike about ePayPolicy?** The only thing that I wish could be changed is the time lag on echecks. Love the instant notification that a credit card payment is not going through, so just wish we had that echeck instant capability too. **What problems is ePayPolicy solving and how is that benefiting you?** Epay solves the dilemna of immediate funding for our insured to get a policy bound, or to make us a payment for us to pay their company immediately. ### 6. Easy to use & affordable solution **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?** Simple interface both on the backend and user interface and affordable monthly subscription. We use it multiple times a week with no issues, and have been loyal users for at least 5 years now. We've almost never had any concerns that required us to contact customer support, but when we have, answers have been prompt and helpful. **What do you dislike about ePayPolicy?** 3 things: make it possible to create a custom invoice with payment options so payers can select which installment amount they want to pay, give us options to collect funds to be deposited in our sweep account for direct billing OR our trust account for agency billing, and integrate with Applied Epic to connect payments received to the client's account even when we're collecting direct bill downpayments. **What problems is ePayPolicy solving and how is that benefiting you?** Speeds up payment collections and allows us to accept credit/debit cards without collecting fees ourselves. ### 7. Excellent Service - a very valuable resource for our agency! **Rating:** 5.0/5.0 stars **Reviewed by:** David F. | Insurance Broker, Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2024 **What do you like best about ePayPolicy?** ePayPolicy is great for our independent agency. It easily allows our customers to make payments, and notifies us when those payments are made so we can handle them appropriatesly. We can also send prefilled links to our customers to limit their data input. It has made a huge difference in our agency! **What do you dislike about ePayPolicy?** The fees, which are passed on to the client, can be a bit high for cards, although it's probably not out of line with other payment services. **What problems is ePayPolicy solving and how is that benefiting you?** Customer payments. It gives a one-stop shop for clients to upload payments to our agency. ### 8. Easy to use, lots of features for a great price! **Rating:** 5.0/5.0 stars **Reviewed by:** Lacey N. | COO, Insurance, Small-Business (50 or fewer emp.) **Reviewed Date:** June 12, 2024 **What do you like best about ePayPolicy?** The real-time dashboard and email notifications are extremely convenient and practical for anyone who needs immediate accounting information on a daily basis. The secure portal makes my team and my client feel comfortable and confident with processing payments through the online portal, and having our Logo on there helps provide clarity to the client. **What do you dislike about ePayPolicy?** Nothing so far, and we've been using the system since 2018. **What problems is ePayPolicy solving and how is that benefiting you?** CC machines in the office are expensive, require upkeep, and the fees are outrageous. E-pay elminates all of those issues, and allows for better payment tracking in real time instead of at batch time. ### 9. Despite some difficulty setting up, EPay has been very accommodating for us and our customers. **Rating:** 4.5/5.0 stars **Reviewed by:** Lily O. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2024 **What do you like best about ePayPolicy?** Epay makes it very easy to send payment links to customers, or let us process the customer's payment ourselves, leaving the customers responsible for the fees. Despite some miscommunications getting set up, we quickly were accomodated and are very happy with the program. We use this system as a personal lines agency and are happy with its success. **What do you dislike about ePayPolicy?** There aren't necessarily many downsides besides the payment limits incurred by ePay. However, it is relatively easy to build a history with them and request increased limits. **What problems is ePayPolicy solving and how is that benefiting you?** Acquiring policy down payments for MAIP clients. ### 10. We're staying with EPayPolicy **Rating:** 5.0/5.0 stars **Reviewed by:** Tina T. | Agency Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2024 **What do you like best about ePayPolicy?** EPayPolicy makes my agency look good because my clients like their easy to use interface and they don't have to give credit card info to the agency. And if they're happy, I'm giddy! I find their links to be simple to use on the agency side also. **What do you dislike about ePayPolicy?** I don't have anything I dislike to this point. **What problems is ePayPolicy solving and how is that benefiting you?** I can email the client their invoice and a link to EPayPolicy and they can submit payment quickly and safely without having to cut checks and wait for mailing delays. ### 11. ePay Policy makes it easy for agencies and clients! **Rating:** 5.0/5.0 stars **Reviewed by:** Andrea W. | Director of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2024 **What do you like best about ePayPolicy?** It's an easy way to have the client input their payment information via CC or Checking and they get an instant receipt. The agency gets an email notifying them of the payment. Saves us time and my staff doesn't have to collect the payment information. **What do you dislike about ePayPolicy?** The time it takes for the funds to hit our account. **What problems is ePayPolicy solving and how is that benefiting you?** We don't have client cc and checking accounts in our hands or files so it's protecting our clients privacy as well. ### 12. I couldn't imagine working without ePayPolicy!! **Rating:** 5.0/5.0 stars **Reviewed by:** Tracy G. | Agency Bookkeeper, Insurance Agent, In-house Tech, Small-Business (50 or fewer emp.) **Reviewed Date:** June 11, 2024 **What do you like best about ePayPolicy?** User friendly for both the insured and the agency. Less invoices are left unpaid at the end of the month. Customer Support is quick to respond. Works well with our management system. Love that our companies are using ePayPolicy now as well. **What do you dislike about ePayPolicy?** Honestly, there isn't anything that I can think of that I don't like about ePayPolicy! **What problems is ePayPolicy solving and how is that benefiting you?** We are not having to send out statements at the end of the month for unpaid invoices. No more returned checks or lost in the mail. ### 13. My experience with ePayPolicy has been excellent **Rating:** 4.5/5.0 stars **Reviewed by:** Michael C. | Agency Owner / Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2024 **What do you like best about ePayPolicy?** The platform is incredibly user-friendly, benefiting both my agency and our clients. Handling payments digitally has streamlined our operations significantly, eliminating the hassle of dealing with physical checks. It's been a game-changer for our business efficiency. **What do you dislike about ePayPolicy?** This is not a problem for ePayPolicy, but for my agency. We don't use it enough to justify the cost to agency. **What problems is ePayPolicy solving and how is that benefiting you?** Handling payments digitally has streamlined our operations significantly, eliminating the hassle of dealing with physical checks. ### 14. Makes payments a breeze **Rating:** 5.0/5.0 stars **Reviewed by:** Latina R. | Younique Sales Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** June 11, 2024 **What do you like best about ePayPolicy?** It is super easy for me to use for payments, but easier for my customers. And it allows you to make payments with a checking account. **What do you dislike about ePayPolicy?** It charges the user PLUS a fee for the customer. **What problems is ePayPolicy solving and how is that benefiting you?** It allows me to send a an email to a customer for them to make a payment. If you can check your email, text or go to our website, you can make a payment through your cc or your bank account. ### 15. ePay Policy Review **Rating:** 5.0/5.0 stars **Reviewed by:** Angie B. | Commercial Lines Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 11, 2024 **What do you like best about ePayPolicy?** The ease of making client payments has made the renewal process much more efficient. The link that can be used to access the payment portal is super helpful. **What do you dislike about ePayPolicy?** Sometimes the captcha security has issues but no big deal. **What problems is ePayPolicy solving and how is that benefiting you?** Our clients can pay their premiums in full or make their down payments very easily. It solves the issue of waiting for a check in the mail or attempting to contact the insured for their payment information. ### 16. Makes Agency Billing Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Julie C. | Agency Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2024 **What do you like best about ePayPolicy?** Creating a specific billing link for a policy holder is very easy and it looks and functions extremely professionally. Fast turn around time on receiving funds and good communication. **What do you dislike about ePayPolicy?** Payments have been made to my agency by mistake, as it is possible to post payments without receiving a specific billing link. They were easy to refund though. **What problems is ePayPolicy solving and how is that benefiting you?** Saves me time and hassle by not having to collect cash or checks from customers. ### 17. Excellent Product & Ease of Use **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?** It was very easy to set up for our office and explain to our clients. We've even had clients as how they can sign up and use ePayPolicy for their businesses. Their service team is very responsive. We haven't had any issues with the system or with customer service. We highly recommend. **What do you dislike about ePayPolicy?** No dislikes. Everything has worked great up until this point. **What problems is ePayPolicy solving and how is that benefiting you?** Saves time for both our clients and account department. No need to stop by our office to make cash or check payments. Easier to renew those last minute policies or issue new business policies with a click on the epay link. ### 18. ePay makes my life so much easier! **Rating:** 5.0/5.0 stars **Reviewed by:** Stacy K. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 17, 2024 **What do you like best about ePayPolicy?** ePay Policy makes it so much easier to get payments from customers - I love that I am not responsible for banking info and I get an email as soon as the bill has been paid. It makes my office look much more professional to my customers and it will always be at the top of necessary expenses. **What do you dislike about ePayPolicy?** There are no downsides to using ePayPolicy!! **What problems is ePayPolicy solving and how is that benefiting you?** Several times I have gotten invoices that did not include my commission - it's embarassing to have to call the customer for more money and I'm not comfortable with the customer knowing what my commission is. ### 19. Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Elizabeth R. | Assistant Manager/Administrative Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** June 26, 2024 **What do you like best about ePayPolicy?** ePayPolicy is a worry-free way for our agency to take credit card payments from our clients. We previously used a credit card processing machine in the office. We no longer have to worry about PCI compliance or inconsistent charges every month. Our payment page was easy to set up with Customer Service being very prompt with their assistance. **What do you dislike about ePayPolicy?** Deposit of batch funds takes longer than our previous credit card processing vendor. **What problems is ePayPolicy solving and how is that benefiting you?** ePayPolicy gives us consistent billing and a secure way for us to take payment from our clients without us agents doing any extra work. ### 20. ePayPolicy is so user friendly and easy to navigate **Rating:** 5.0/5.0 stars **Reviewed by:** Ryan S. | Commercial Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2024 **What do you like best about ePayPolicy?** It is extremely easy to use! From start to finish in seconds! I can process a payment for one of my customers with 1/2 of my brain tied behind my back! **What do you dislike about ePayPolicy?** If you use a bank account it is a flat fee of $5 but if you use a credit card it is a 3.25% fee! YIKES! **What problems is ePayPolicy solving and how is that benefiting you?** Payments ### 21. Great Payment Method **Rating:** 5.0/5.0 stars **Reviewed by:** K L M P. | Marketing/Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2024 **What do you like best about ePayPolicy?** We like how easy it is to use ePay Policy. Our clients can easily make payments to our agency and it cuts down time while typically waiting for clients to mail us checks. **What do you dislike about ePayPolicy?** It can take several days for payments to post but overall it's very quick. **What problems is ePayPolicy solving and how is that benefiting you?** Very beneficial to our agency especially while collecting agency bill premiums. ### 22. User Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Shelina H. | Independent Agency Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2024 **What do you like best about ePayPolicy?** Epay policy made keeping track of our down payments so easy! **What do you dislike about ePayPolicy?** They froze my account for a bit because I didnt have the ability for them to withdraw from my account. I have postive pay now and my account was unlocked. However when I called customer service with the original issue customer service did not give me the appropraite answer (which was that I needed to activate postivie pay with my bank) **What problems is ePayPolicy solving and how is that benefiting you?** It is solving the problem of having a quick way to obtain payment from customers and giving the option for ACH and credit. ### 23. Easiest way to get paid **Rating:** 5.0/5.0 stars **Reviewed by:** LA W. | Producer, Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2024 **What do you like best about ePayPolicy?** Extremely easy to set up and start using. Love the ability to prefill a link with the amount due so all they client has to do is fill in the payment information. **What do you dislike about ePayPolicy?** only downside I saw is it takes three days to process through our accounts **What problems is ePayPolicy solving and how is that benefiting you?** having policies cancel for non-payment because they can't find their invoice. ### 24. Effortlessly streamlines my insurance agency's invoicing **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew K. | RamseyTrusted Pro - Property & Casualty Insurance, Small-Business (50 or fewer emp.) **Reviewed Date:** June 11, 2024 **What do you like best about ePayPolicy?** Effortlessly streamlines my insurance agency's invoicing and payments with ePayPolicy. From sending invoices to clients to paying wholesale brokers, its user-friendly interface and secure platform make financial transactions a breeze. Exceptional support seals the deal! Highly recommended! **What do you dislike about ePayPolicy?** I haven't found a downside yet to the ePayPolicy system **What problems is ePayPolicy solving and how is that benefiting you?** allows me to pre-fill invoices and send the link to the client for ease of payment ### 25. Epay policy - Good solution for insurance agents **Rating:** 4.5/5.0 stars **Reviewed by:** Rob W. | Insurance agent and broker, Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2024 **What do you like best about ePayPolicy?** It is a quick and convenient way to collect check or credit card payments from the insured. I like that it doesn't put the burden of the credit card fee on my business. **What do you dislike about ePayPolicy?** The downside is that there is a monthly cost and I have discovered alternatives that don't have a monthly cost. The other downside is there is a limit on checks and I have a couple of customers that pay in full and exceed the amount I'm approved for. **What problems is ePayPolicy solving and how is that benefiting you?** Solves the problem of using credit card processing companies that have PCI requirements ### 26. Payment Processing Made Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Lindsay S. | Insurance Broker, Small-Business (50 or fewer emp.) **Reviewed Date:** June 11, 2024 **What do you like best about ePayPolicy?** Our office has been using Epay for Premium Payments in our Insurance Agency & accounting has never been easier in house! **What do you dislike about ePayPolicy?** Nothing bad to say about Epay! We utilize everyday in our office. **What problems is ePayPolicy solving and how is that benefiting you?** Epay allows our insureds to quickly & easily process payment to our office with the click of a button and lets the client decide their choice of payment. ### 27. Fast and easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** McCoy B. | Insurace agent, Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2024 **What do you like best about ePayPolicy?** it is very fast to set up and very easy to use to charge customers. i use it all the time and when I have any kind of trouble someone is always there to help. it connects to all my accounting systems **What do you dislike about ePayPolicy?** at this point nothing has happened that I dislike **What problems is ePayPolicy solving and how is that benefiting you?** making it east to charge and collect from customers. ### 28. You need this for your agency! **Rating:** 5.0/5.0 stars **Reviewed by:** Shannon M. | Agency owner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2024 **What do you like best about ePayPolicy?** Getting ePay was one of the best things we've done for our agency! It's eliminated the need to wait for mailed paper checks. It's such an easy way for clients to pay for their premiums. We love it! **What do you dislike about ePayPolicy?** Nothing. It's well worth the $25 monthly fee. **What problems is ePayPolicy solving and how is that benefiting you?** Waiting for clients to mail us paper checks. ### 29. ePay - the only way to accept payment! **Rating:** 5.0/5.0 stars **Reviewed by:** Kae L. | Director of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2024 **What do you like best about ePayPolicy?** Since using ePay, my AR/AP production time has decreased. I love that ePay integrates with AMS360 for easier application of payment. **What do you dislike about ePayPolicy?** One and only issue I have using ePay is the batching timeframe. **What problems is ePayPolicy solving and how is that benefiting you?** It helps me not having to complete CC or ACH authorized forms and manually typing in the info on merchant sites. ### 30. Great service **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew Van der B. | Executive Vice President, Mid-Market (51-1000 emp.) **Reviewed Date:** June 14, 2024 **What do you like best about ePayPolicy?** ePay has made our policy renewal process faster and more efficient. Payment options in the past was waiting for a client to mail, drop off or navigate a confusing carrier web site. ePay has changed this to a simple link to a client and the policy is paid instantly. **What do you dislike about ePayPolicy?** Nothing specifically. We have not had any issues. **What problems is ePayPolicy solving and how is that benefiting you?** Speed of transaction for my office and ease of payment for a client. Clients do not need to set my office up to pay with their banking, mail a check, drop off payment....they just click on link and pay. ### 31. Simple cloud based software to accept payments, specific to the insurance industry **Rating:** 4.0/5.0 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?** Simple to send a payment link, add it to my email signature, or customize a link and send it directly to a client with a pre-filled invoice. Payment reconciles quickl.y Simple to put in force, from demo to accepting my first payment took just a couple days. **What do you dislike about ePayPolicy?** Fees a tad high - you're paying for simplicity though. While the front end user experience is great, the back end admin experience can be slow to respond. **What problems is ePayPolicy solving and how is that benefiting you?** it allows me to accept payment without keeping client payment details on file, or transmitting them over insecure connections. ### 32. We LOVE ePayPolicy! **Rating:** 5.0/5.0 stars **Reviewed by:** Jeremy M. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2024 **What do you like best about ePayPolicy?** The ease of use for ePayPolicy is unmatched. Quick and easy setup with ease of use that anyone can understand in a second. We use it every day. **What do you dislike about ePayPolicy?** We haven't experienced any downsides at all. **What problems is ePayPolicy solving and how is that benefiting you?** Before ePayPolicy we didn't have an easy and centralized location to process client payments. ### 33. Wow! Great technology that works! **Rating:** 5.0/5.0 stars **Reviewed by:** Diane T. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2024 **What do you like best about ePayPolicy?** I love the ease of use for accepting credit card and electronic check payments. **What do you dislike about ePayPolicy?** I'm not a fan of the new login requirement for authentication. **What problems is ePayPolicy solving and how is that benefiting you?** Before we started working with Epay in 2018, we either swiped the card through the machine or manually entered it in. Now, we use our Epay link to text or email the insured so they can process their payment, and we receive an instant email when they do. The amount of time we save equals more than 150 hours per year. ### 34. Effective and easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Bernie N. | Councilman 4th District, Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2024 **What do you like best about ePayPolicy?** The integration with my AMS and other vendors. The process makes it easy for my clients to make a payment and link transaction into their file. You skip a lot of uncessary steps with EpayPolicy. **What do you dislike about ePayPolicy?** No able to direct text the invoice to a customer. **What problems is ePayPolicy solving and how is that benefiting you?** integration to my AMS and clients billing file. ### 35. Helps Our Agency move QUICKLY! **Rating:** 5.0/5.0 stars **Reviewed by:** Krystal H. | Agency Principal, Small-Business (50 or fewer emp.) **Reviewed Date:** June 20, 2024 **What do you like best about ePayPolicy?** I really enjoy how it has automated our agency process. It allows our clients to instantly make a payment on their time, which they really appreciate. We also put a link within our email signature, which makes it even easier for everyone. For example, when a client calls in, we tell them, click on the link within the email we sent you. They love the ease of use. **What do you dislike about ePayPolicy?** I wish deposits were a little quicker, but it's still the best! **What problems is ePayPolicy solving and how is that benefiting you?** Time...gives us back time to be productive. ### 36. RELIABLE AND AGILE TOOL **Rating:** 5.0/5.0 stars **Reviewed by:** Franci L. | accounitng manager / owner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 27, 2024 **What do you like best about ePayPolicy?** We have been using this tool for several years, it has been very agile, it gives us a good image in front of our clients and the most important thing is that its rate allows us to do business in a timely manner. **What do you dislike about ePayPolicy?** In general it is an easy tool to use. Maybe I suggest renewing your image, **What problems is ePayPolicy solving and how is that benefiting you?** Good reputation and trust with our clients, allows an agile payment taking process, we receive clear and timely information on approved income. ### 37. Easy Pay **Rating:** 5.0/5.0 stars **Reviewed by:** Amanda H. | Agency Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 11, 2024 **What do you like best about ePayPolicy?** I love that I can process payments through ACH and CC and assign fees to my customers. **What do you dislike about ePayPolicy?** My least favorite thing about the system is that it does not send reminders or alerts on if payments are on hold still or they are done processing. **What problems is ePayPolicy solving and how is that benefiting you?** Needing the use of ACH ### 38. GREAT INTEGRATION AND EASY TO USE **Rating:** 5.0/5.0 stars **Reviewed by:** clark e. | ACCOUNTANT, Small-Business (50 or fewer emp.) **Reviewed Date:** June 25, 2024 **What do you like best about ePayPolicy?** I LOVE THAT EPAY INTEGRATES WITH MY ACCOUNTING SOFTWARE MAKING PROCESSING THEIR PAYMENTS SIMPLE. **What do you dislike about ePayPolicy?** I WISH THEIR PAYMENT PORTAL WAS MORE MODULARE AND CUSTOMIZABLE. **What problems is ePayPolicy solving and how is that benefiting you?** IT ALLOWS AGENTS TO PROCESS PAYMENTS THEMSELVES AND GIVES SMALL AGENCIES WITHOUT PAYMENT PROCESSING THE ABILITY TO PROCESS PAYMENTS. ### 39. Accountant **Rating:** 5.0/5.0 stars **Reviewed by:** Yue S. | Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2024 **What do you like best about ePayPolicy?** Secure and easy online payment for agency bills. **What do you dislike about ePayPolicy?** When receving funds, in case of funds bounce back. it make it look as if we received it correctly, but then, ePay credit the uncerficient fund back, so it's a bit difficult to track. **What problems is ePayPolicy solving and how is that benefiting you?** Faster payment and easy online payment ### 40. Epay **Rating:** 5.0/5.0 stars **Reviewed by:** Vicky P. | Bookkeeper, Small-Business (50 or fewer emp.) **Reviewed Date:** May 16, 2024 **What do you like best about ePayPolicy?** You don't have to process paper checks, you recieve notices of payments made & when they are funded. Easy to use. **What do you dislike about ePayPolicy?** There is no dislike. It's simple to use. **What problems is ePayPolicy solving and how is that benefiting you?** There are no problems. It is easy to use and look up information. ### 41. Easy to use and so convenient **Rating:** 5.0/5.0 stars **Reviewed by:** Jacie S. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2024 **What do you like best about ePayPolicy?** We love using ePay. It is so easy and quick to use. They are very helpful if we have questions and we love having it to offer. **What do you dislike about ePayPolicy?** Sometimes the website can be slow but that is my only complaint **What problems is ePayPolicy solving and how is that benefiting you?** Collecting payments with routing and account and cards ### 42. We love ePayPolicy! **Rating:** 5.0/5.0 stars **Reviewed by:** Allison E. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2024 **What do you like best about ePayPolicy?** It has been a big help collecting agency billed accounts! In the digital times we are in, customers love being able to pay online. **What do you dislike about ePayPolicy?** The credit card fee seems a little high. **What problems is ePayPolicy solving and how is that benefiting you?** Allows customers who have agency billed policy be able to pay online. ### 43. Most of our insurance companies do direct bill, but for the ones that don't we use ePayPolicy **Rating:** 5.0/5.0 stars **Reviewed by:** Richard S. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** June 11, 2024 **What do you like best about ePayPolicy?** The product is very easy and user friendly. **What do you dislike about ePayPolicy?** I will the payments would process to our bank account quicker, but I don't think that is epaypolicies fault **What problems is ePayPolicy solving and how is that benefiting you?** instead of having to wait for checks to come in, we get the payments processed that day. ### 44. Great Company to work with **Rating:** 5.0/5.0 stars **Reviewed by:** Jake S. | Vice President, Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2024 **What do you like best about ePayPolicy?** I enjoy their flexability with a low price point. **What do you dislike about ePayPolicy?** I dislike thier limitations on accessing the site outside the USA. **What problems is ePayPolicy solving and how is that benefiting you?** It reduced the laber it took to process physical checks and as long as our customers use it made payment processing smooth. ### 45. Excellent company for premium finance **Rating:** 5.0/5.0 stars **Reviewed by:** Jeanne J. | Insurance CSR/Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2024 **What do you like best about ePayPolicy?** The ease of doing business and great customer support **What do you dislike about ePayPolicy?** Nothing! Top notch service from start to finish! **What problems is ePayPolicy solving and how is that benefiting you?** ePayPolicy makes it incredibly easy to collect down payments and takes the burden of setting up the finance plan off of of my insureds hands ### 46. Seamless solution that digitalized our agency! **Rating:** 5.0/5.0 stars **Reviewed by:** Carl V. | Commercial Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2024 **What do you like best about ePayPolicy?** Super simple client facing transaction portal makes our lives so much easier! Love the branding integration and transaction security we've been able to count on for years. **What do you dislike about ePayPolicy?** Fees I guess? But they're better than most of the alternatives. **What problems is ePayPolicy solving and how is that benefiting you?** Non-standard policy payments ### 47. Useful **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel B. | COO, Small-Business (50 or fewer emp.) **Reviewed Date:** June 11, 2024 **What do you like best about ePayPolicy?** It si very helpful tool for business that need to manage payments and invoices and we can save a lot of time **What do you dislike about ePayPolicy?** nothing, we really find very helpful Epay **What problems is ePayPolicy solving and how is that benefiting you?** Connects the trasanction wit our customer and personalice and improve our agency ### 48. Super easy to use! **Rating:** 5.0/5.0 stars **Reviewed by:** Jorge B. | Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2024 **What do you like best about ePayPolicy?** ePayPolicy is very simple to use, the clients love it and it saves us a lot of time when collecting payments. **What do you dislike about ePayPolicy?** Nothing, it is a necessary tool to be successful in the insurance industry **What problems is ePayPolicy solving and how is that benefiting you?** We now handle the entire process with the client over the phone. our office traffic has absolutey decreased and the clients are very happy that they dont necessarily have to come to the office unless they choose to. ### 49. ePayPolicy has made our processes so much more effecient **Rating:** 5.0/5.0 stars **Reviewed by:** Nick R. | Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2024 **What do you like best about ePayPolicy?** Not only has it made our lives so much easier and more effecient, our clients love the payment options as well! If you aren't taking digital payments, you need to check them out! It's so easy to set up, and the customer service is top notch! **What do you dislike about ePayPolicy?** Just wish we would have started using it sooner. **What problems is ePayPolicy solving and how is that benefiting you?** Previously, we couldn't take payments electronically for agency-billed accounts and ePayPolicy has solved that issue. We're happy and so are our clients! ### 50. Easy to use service to offer to clients, helps see immediate proof of payment being made. **Rating:** 4.0/5.0 stars **Reviewed by:** Sabrina D. | Accounting Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** June 13, 2024 **What do you like best about ePayPolicy?** The receipt and information that is included, it helps with reconciling. **What do you dislike about ePayPolicy?** we had issues with the funding time frame but this is in process of getting fixed. **What problems is ePayPolicy solving and how is that benefiting you?** Receiving immediate proof of payment being made to pay an outstanding balance ## 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?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-03+11%3A05%3A18+-0500&secure%5Bsession_id%5D=3ed75ea7-5f69-4e4c-8f36-4b907b043508&secure%5Btoken%5D=6b5e5c121e34f90dcbc4867e21e3e853b9e70ffed9c4dee2093f673d95b1c08b&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)