--- 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. Great Payment option **Rating:** 4.5/5.0 stars **Reviewed by:** Abigail R. | Producer, Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2024 **What do you like best about ePayPolicy?** We really like using epay it has saved us thousands of dollars a year in processing fees. **What do you dislike about ePayPolicy?** There nothing to dislike about the epay software **What problems is ePayPolicy solving and how is that benefiting you?** I have solved my payments issue ### 2. Epaypolicy makes it very simple for your clients **Rating:** 5.0/5.0 stars **Reviewed by:** Kevin L. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2024 **What do you like best about ePayPolicy?** Epay makes it too easy for your clients not to make a payment. They don't have to write a check or they can use their credit card. Go Epay 👍 **What do you dislike about ePayPolicy?** It takes 2-3 business days to get payment. It can be as much as 5 days but nice to also have easy access to all payments made if needed. Easy to find them in your emails as well. **What problems is ePayPolicy solving and how is that benefiting you?** Easy of collecting payment ### 3. Best money we spend each month **Rating:** 5.0/5.0 stars **Reviewed by:** LaDonna N. | Bookkeeper, Small-Business (50 or fewer emp.) **Reviewed Date:** June 25, 2024 **What do you like best about ePayPolicy?** It is easy, easy, easy. Quick to set up. Simple for clients to use. Great user interface for the agent and the client. Helpful customer support. **What do you dislike about ePayPolicy?** I don't have anything to report about the downsides at this time. **What problems is ePayPolicy solving and how is that benefiting you?** We are no longer having to wait on checks in the mail. It expidites our processes greatly. The clients are able to pay their bill easily in seconds. ### 4. Game changer for commercial insurance agencies **Rating:** 5.0/5.0 stars **Reviewed by:** Christy J. | Admin, Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2024 **What do you like best about ePayPolicy?** Creates the ability to collect funds electonically almost seamlessly. **What do you dislike about ePayPolicy?** The fees associated with credit card payments, which is the case with every electronic payment processor. **What problems is ePayPolicy solving and how is that benefiting you?** Collecting funds electronically, especially for agency billed policies ### 5. Has helped with Surplus Lines Payments **Rating:** 5.0/5.0 stars **Reviewed by:** Ben G. | Insurance Advisor | Broker - Serving Personal & Commercial Clients, Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2024 **What do you like best about ePayPolicy?** Ability to send a link and use multiple payment options (EFT or CC) **What do you dislike about ePayPolicy?** n/a They even brand it with our logo so the client sees us when they open the link **What problems is ePayPolicy solving and how is that benefiting you?** When you need to have money in hand to bind a policy or don't want to run into escrow issues while waiting for a check to show up ePay helps make hard transactions seamless. ### 6. Seamless Payment Portal Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Michael S. | President & CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** June 25, 2024 **What do you like best about ePayPolicy?** Low fees for clients and no processing fees for brokers, safe and secure. **What do you dislike about ePayPolicy?** No issues, everything works great and is secure **What problems is ePayPolicy solving and how is that benefiting you?** Premium Payments from clients ### 7. EPay greatly improved our AR timing **Rating:** 5.0/5.0 stars **Reviewed by:** Bre F. | Head of Personal Lines, Underwriter, Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2024 **What do you like best about ePayPolicy?** We switched our brokerage agency over to Epay and took our 30+ day average receivables to less than 10 days. Very easy to use, great reporting feedback, and the team is so easy to work with. **What do you dislike about ePayPolicy?** Honestly there is nothing i dislike about Epay. Excited for new features and possibility of premium finance to come. **What problems is ePayPolicy solving and how is that benefiting you?** Making our AR much more efficient and timely. ### 8. E pay fast service **Rating:** 5.0/5.0 stars **Reviewed by:** Ron A. | President- Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** June 11, 2024 **What do you like best about ePayPolicy?** speed, accuracy and ultimate service which helps with balancing account **What do you dislike about ePayPolicy?** none , i do not have a single complain since I started back in few years. **What problems is ePayPolicy solving and how is that benefiting you?** speed and accuracy ### 9. Great Staff, Straight Forward Product **Rating:** 5.0/5.0 stars **Reviewed by:** macy e. | COO, Small-Business (50 or fewer emp.) **Reviewed Date:** June 11, 2024 **What do you like best about ePayPolicy?** Easy to use from all user sides from set up to integration. **What do you dislike about ePayPolicy?** Having to get approval for larger transfers and it taking a few days. **What problems is ePayPolicy solving and how is that benefiting you?** Our online billing situation ### 10. Love Epay Policy! **Rating:** 5.0/5.0 stars **Reviewed by:** Julie L. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 11, 2024 **What do you like best about ePayPolicy?** Love how easy it is for clients to make their premium payments, which really helps keep our accounts receivable in check. **What do you dislike about ePayPolicy?** Can't think of a think I dislike about epay policy. **What problems is ePayPolicy solving and how is that benefiting you?** Epay policy makes it super easy for our customer to pay their insurance premiums and then they pass along the payment to us. They are super speed at passing that payment along as well. ### 11. Easy Payment Processing **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** June 13, 2024 **What do you like best about ePayPolicy?** The ePayPolicy platform made it very easy for me to find specific payments and send new payments requests as needed for endorsements. It was also easy to run reports and add new users. **What do you dislike about ePayPolicy?** I was not thrilled about the process of dealing with Chargebacks. I found it easier to bypass ePay support and the chargeback reversal process, by going direct to the payee to try to resolve the chargeback or get a new payment processed. **What problems is ePayPolicy solving and how is that benefiting you?** ePay is providing a easy payment service for a direct to insured policy program that allows us to offer auto-policy issuance upon payment. ### 12. Fast, Easy & Client Approved. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2024 **What do you like best about ePayPolicy?** EPay Policy has been awesome to work with. When we first started up with them, we had clients reach out to us saying how easy our pay system is to use. The accounting side of it is simple to understand and easy to access via PDF Links. **What do you dislike about ePayPolicy?** The batches could come in a little quicker but it's very workable. **What problems is ePayPolicy solving and how is that benefiting you?** It's making our clients happy with an easy way to pay for their policies - which makes it much easier on the accounting end of things. Having reports all in one spot is very helpful come month end. ### 13. Very Pleased with ePay! **Rating:** 5.0/5.0 stars **Reviewed by:** Carrie P. | Owner/ Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2024 **What do you like best about ePayPolicy?** This is SUPER helpful for customers that are busy and cant come into the office to pay. **What do you dislike about ePayPolicy?** The limit you can charge at one time has been limiting a couple times. **What problems is ePayPolicy solving and how is that benefiting you?** Carriers that will only accept carrier payments. And ease of doing business. Customers like that they can pay online vs over the phone. ### 14. Great Platform for Payments **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2024 **What do you like best about ePayPolicy?** Epay allows us to accept credit cards while passing on the additional charge fee. **What do you dislike about ePayPolicy?** We have to use a separate link as it's not integrated into our site. **What problems is ePayPolicy solving and how is that benefiting you?** We no longer have to absorb the credit card fees on premium payments and ePay allows us to do so without directly collecting any fees. ### 15. Quality solution to paying online **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2024 **What do you like best about ePayPolicy?** Everything is easy to understand and there is enough versatility to allow it to be used for many different applications **What do you dislike about ePayPolicy?** Customers can sometimes become confused about how the fees are processed and it can create a hurdle to explain them. **What problems is ePayPolicy solving and how is that benefiting you?** Customers want to pay digitally and this is the easiest option for that. ### 16. Speeds up payment process!! **Rating:** 5.0/5.0 stars **Reviewed by:** Lauren S. | Controller, Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2024 **What do you like best about ePayPolicy?** The platform is very simply and self explanatory. It's been very efficient for our agency. The fees are fair. **What do you dislike about ePayPolicy?** The only downside i've found is the wait for batching of deposits. **What problems is ePayPolicy solving and how is that benefiting you?** USPS runs so slowly and is so unreliable these days. This has helped us get paid much faster than mailing checks. ### 17. Quick and efficient servicing of payments **Rating:** 5.0/5.0 stars **Reviewed by:** Maria L. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2024 **What do you like best about ePayPolicy?** Payments are batched within 24 hrs. Notifications each time a payment is made. Full record of payments on their web portal. **What do you dislike about ePayPolicy?** I have not had any issues with EPay Policy. The service is quick, efficient and customer service if I have any issues is fast. **What problems is ePayPolicy solving and how is that benefiting you?** I have not had any problems using EPay Policy ### 18. Easy and Helpful! **Rating:** 4.5/5.0 stars **Reviewed by:** Erika L. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2024 **What do you like best about ePayPolicy?** It is so easy to use and makes for a seamless process with our customers. **What do you dislike about ePayPolicy?** I don't like that if you prefill a payment page, the payment can be changed. **What problems is ePayPolicy solving and how is that benefiting you?** We no longer have to wait for checks in the mail with ePayPolicy. ### 19. ePay is THE BEST **Rating:** 5.0/5.0 stars **Reviewed by:** Kristina H. | Accounting, Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2024 **What do you like best about ePayPolicy?** ePay is SO incredibly easy and super efficient for our business **What do you dislike about ePayPolicy?** absolutley nothing! Maybe ... getting the money into our bank account faster but i understand that's a seperate issue. **What problems is ePayPolicy solving and how is that benefiting you?** ePay is disolving physcial checks & making the way for online payments - we love it! ### 20. Great Service! **Rating:** 5.0/5.0 stars **Reviewed by:** Ariel R. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 17, 2024 **What do you like best about ePayPolicy?** ePayPolicy is the best payment solutions paltform for independent agents. It is very simple to use and implement, and their service is outstanding. **What do you dislike about ePayPolicy?** There is nothing to dislike about ePayPolicy. **What problems is ePayPolicy solving and how is that benefiting you?** They allow us to receive insurance payments online on our own branded portal. ### 21. ePay provides the best option for collecting immediate payments from clients. Excellent service! **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?** Being able to provide direct links for clients to process payments. **What do you dislike about ePayPolicy?** There is nothing not to like about ePay. Great service for compeitive monthly pricing. **What problems is ePayPolicy solving and how is that benefiting you?** Not having to wait for mailed checks to arrive, and providing direct link for ease of use by clients. ### 22. Their system is simple and user friendly, there are several payment alternatives. **Rating:** 4.5/5.0 stars **Reviewed by:** Juan R. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 25, 2024 **What do you like best about ePayPolicy?** All different payment methods allowed and the way you can easily customise your payments site. **What do you dislike about ePayPolicy?** It might be complicated to increase the capped limits. **What problems is ePayPolicy solving and how is that benefiting you?** It is solving our collections for brokers and insureds giving them several payment alternatives. ### 23. ePay Policy= Convenience! **Rating:** 5.0/5.0 stars **Reviewed by:** Jenn T. | Mid-Market (51-1000 emp.) **Reviewed Date:** June 13, 2024 **What do you like best about ePayPolicy?** That is makes it convenient for our customers to make payments to our office. **What do you dislike about ePayPolicy?** The fees can be a little high when using credit/debit cards. **What problems is ePayPolicy solving and how is that benefiting you?** Ease of access and fast transactions for our insured's to make their insurance down payments and monthly installments. ### 24. Process Payments Faster **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2024 **What do you like best about ePayPolicy?** let the customer process payment right online. No more incorrect account info. Having to wait for checks in the mail. **What do you dislike about ePayPolicy?** I wish the check payment fee was a little less for the customer. **What problems is ePayPolicy solving and how is that benefiting you?** no more waiting for checks in the mail or lost checks. Less trips to the bank :) ### 25. Great product **Rating:** 4.0/5.0 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 payment processing. Our clients can process their payment quickly. **What do you dislike about ePayPolicy?** There is no invoicing feature but I hope that may be available soon. **What problems is ePayPolicy solving and how is that benefiting you?** Online payments being direct debited into out bank account is better than snail mail and trips to the bank ### 26. Payment Recivables **Rating:** 5.0/5.0 stars **Reviewed by:** Armando A. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2024 **What do you like best about ePayPolicy?** It streamlines the efficiency in collecting payments and the confirmation of effiency is exceptional **What do you dislike about ePayPolicy?** I personally do not have anything negative or dislike with the software **What problems is ePayPolicy solving and how is that benefiting you?** The efficiency of collecting payments and the ease for our clients to make the payments ### 27. A way around eating credit card fees. **Rating:** 4.5/5.0 stars **Reviewed by:** Michael T. | Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2024 **What do you like best about ePayPolicy?** Saying the 3.5% on credit card fees and protection on agency's account numbers. **What do you dislike about ePayPolicy?** Not to many things to dislike, the invoicing in the beginning takes a little time. **What problems is ePayPolicy solving and how is that benefiting you?** High credit card fees and a eft platform without paying high bank fees. ### 28. Easy!!! **Rating:** 5.0/5.0 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?** So easy to use and convenient! The new layout is better than before! **What do you dislike about ePayPolicy?** I have not seen any downside using ePay Policy. **What problems is ePayPolicy solving and how is that benefiting you?** No longer need to use paper checks and can accomodate more of our clients with different payment options. ### 29. very easy to work with, I am able to see all the information where I need it **Rating:** 5.0/5.0 stars **Reviewed by:** claudia c. | customer service representativ, Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2024 **What do you like best about ePayPolicy?** easy to make payments on our side and for when I make payments for other who have epay **What do you dislike about ePayPolicy?** for the moment, there is nothing that I dont dislike about epay. **What problems is ePayPolicy solving and how is that benefiting you?** easier for customers to make their payments through online. ### 30. Great Product & very user friendly for customers **Rating:** 4.0/5.0 stars **Reviewed by:** Michelle L. | COO, Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2024 **What do you like best about ePayPolicy?** Convenience for clients to make prompt payments for policies rather than waiting on their check to arrive **What do you dislike about ePayPolicy?** The amount of time it takes for funds turnaround to agent. **What problems is ePayPolicy solving and how is that benefiting you?** delayed insured payments ### 31. EPAY for Insurance Agents **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2024 **What do you like best about ePayPolicy?** Ease of use. Epay works well to accept payments from insureds. **What do you dislike about ePayPolicy?** Nothing. Epay works well to accept payments from insureds. **What problems is ePayPolicy solving and how is that benefiting you?** Premium collection and tracking of payments. Love the batch function. ### 32. "Time saver: **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2024 **What do you like best about ePayPolicy?** Love the fact that it applies payment directly to the invoice so I dont have to manually enter in the payment. **What do you dislike about ePayPolicy?** That the customer can't make the downpayment with out the invoice being entered first. THere are sometimes we need to take the downpayment before the policy can be issued and invoices. **What problems is ePayPolicy solving and how is that benefiting you?** Time Saving. It is intergraded in the system and automaticly applies payment to the invoice. ### 33. ePay policy is a great, easy-to-use tool that has improved our agency's collection process. **Rating:** 5.0/5.0 stars **Reviewed by:** Reinaldo C. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2024 **What do you like best about ePayPolicy?** The customizable ePay links which we can modify for each client. **What do you dislike about ePayPolicy?** The time it takes to load when using the dashboard. **What problems is ePayPolicy solving and how is that benefiting you?** It is solving our collections defficiencies and it makes my day-to-day tasks easier. ### 34. Service **Rating:** 5.0/5.0 stars **Reviewed by:** Debra A. | Principal, Insurance, Small-Business (50 or fewer emp.) **Reviewed Date:** June 14, 2024 **What do you like best about ePayPolicy?** The ease and convenience for clients to paytheir premiums. The customer support is great ! You are funded quickly. **What do you dislike about ePayPolicy?** Maximum limits lower than some premiums . **What problems is ePayPolicy solving and how is that benefiting you?** The ease and convenience of customers paying. ### 35. service is exactly as advertised **Rating:** 5.0/5.0 stars **Reviewed by:** iddo g. | coo, Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2024 **What do you like best about ePayPolicy?** Single page solution for payment Issue, also allows to customize with company logo **What do you dislike about ePayPolicy?** nothing yet, the service works perfectly **What problems is ePayPolicy solving and how is that benefiting you?** direct billed ### 36. Amazing Payment Options for Clients **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?** This company provides the best option for insurance agencies taking payments from clients with a personalized billing page. **What do you dislike about ePayPolicy?** The transaction amounts should be higher since premiums are increasing. **What problems is ePayPolicy solving and how is that benefiting you?** We never used to be able to take credit card or electronic check payments in our office. We are able to do that now and the fees are not bad at all. ### 37. I'm not sure what we did before we had ePayPolicy. It's a great, user friendly payment tool. **Rating:** 5.0/5.0 stars **Reviewed by:** Lauren F. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 18, 2023 **What do you like best about ePayPolicy?** It's extremely easy for insureds to process payments. We have drastically cut down on paper checks, making it easier to bind coverage. It also has an easy-to-use dashboard for our agency. The customer service and support have always been top-notch, which is another reason we continue our partnership with ePayPolicy. **What do you dislike about ePayPolicy?** Sometimes there is a delay with money being deposited in our bank account, but I assume that would be with any payment processing system. **What problems is ePayPolicy solving and how is that benefiting you?** In the past year, we have had an issue with our post office and checks constantly being stolen. Because of this, we have been trying to push our customers to utilize the ePayPolicy website. Also, there are many times we need to bind coverage at the last minute. This makes it easy to collect down payments, etc. We then get notified immediately of the transaction. ### 38. Easiest and quickest way to collect payment! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** June 24, 2024 **What do you like best about ePayPolicy?** Epay makes payments easy to receive and are vert helpful to work with! They make the process seamless. **What do you dislike about ePayPolicy?** The only downside of ePay is I wish the batches weren't in Excel. Or I knew how to implement it into EPIC. **What problems is ePayPolicy solving and how is that benefiting you?** I'm not sure. ### 39. It's great!! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2024 **What do you like best about ePayPolicy?** Epaypolicy has made our billing system easy and fast, our customers have the option of choosing to pay with their checking account or credit card, and the billing fees are lower. **What do you dislike about ePayPolicy?** There are no downsides about epaypolicy. **What problems is ePayPolicy solving and how is that benefiting you?** Delinquent accounts decreased considerably. ### 40. Responsive service **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?** Great experience setting up the service. It was very easy to begin using and they were quick to apply our customization requests. **What do you dislike about ePayPolicy?** Nothing to dislike...................... **What problems is ePayPolicy solving and how is that benefiting you?** Provides an added convenience that benefits both the client and the agency. ### 41. Epay policy takes the worry out of processing money **Rating:** 5.0/5.0 stars **Reviewed by:** Natalie H. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 18, 2023 **What do you like best about ePayPolicy?** I love using Epay policy. We used to only accept paper checks through the mail. Now we rarely receive paper checks which improves efficiency in our office. Epay has been a great add for us. **What do you dislike about ePayPolicy?** I can't think of any downsides to be honest. **What problems is ePayPolicy solving and how is that benefiting you?** Epay policy really helped during COVID when we weren't in the office to wait for paper checks to come in the mail. We save the time it was taking to open the mail, make a photo copy of the check and assign it to someone to process. ### 42. EPay saves time! **Rating:** 5.0/5.0 stars **Reviewed by:** Tracy S. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 18, 2023 **What do you like best about ePayPolicy?** I love that you can send a link to the client and the client can pay with check or credit card almost immediatley. It has helped to reduce our amount of time spent collecting funds from clients. **What do you dislike about ePayPolicy?** We have not found a downside of EPay. Our staff uses EPay to collect funds from insureds all day long. **What problems is ePayPolicy solving and how is that benefiting you?** EPay is helping to keep our recevable balance down. We send the link to clients that need to pay. ### 43. ePay is the way! **Rating:** 5.0/5.0 stars **Reviewed by:** Scott D. | CFO, Small-Business (50 or fewer emp.) **Reviewed Date:** August 30, 2023 **What do you like best about ePayPolicy?** ePayPolicy has made the receivables business much easier for me and my clients. Receivables are way down I think because of the ease for the customer. Rather than having to write a check, they can easily go to our website and pay electronically within seconds. A win-win for all! **What do you dislike about ePayPolicy?** I would think the only downfall on ePayPolicy would be the same for any electronic process; cannot use if your computer is down due to a power outage, system glitch, or the like. **What problems is ePayPolicy solving and how is that benefiting you?** Account receivables. Makes the burden of collections much easier. ### 44. Great Product & very helpful! **Rating:** 5.0/5.0 stars **Reviewed by:** Sue W. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 29, 2023 **What do you like best about ePayPolicy?** Clients are able to make a payment with just a few clicks and payment is usually processed & received with one business day. **What do you dislike about ePayPolicy?** It sometimes may take 48 hours for the payment to be processed & received. Still faster than paper checks. **What problems is ePayPolicy solving and how is that benefiting you?** Getting a clients payment QUICKLY and being able to process QUICKLY. ### 45. EPay is Easy, Affordable and Quick! **Rating:** 5.0/5.0 stars **Reviewed by:** Lori G. | Bookkeeper/Administrator/IT Liaison, Small-Business (50 or fewer emp.) **Reviewed Date:** July 27, 2023 **What do you like best about ePayPolicy?** I like the ease for our clients to pay our organization with either ACH or Credit Card. I also love when I can pay our companies with ePay. No checks, no mail. **What do you dislike about ePayPolicy?** I wish that the daily ePays came through our bank individually as that is how I enter them, instead of in a batch. **What problems is ePayPolicy solving and how is that benefiting you?** Quick payments. Saves clients from having to mail payments or come into the office. ### 46. Fantastic payment automation for any size agency/brokerage! **Rating:** 5.0/5.0 stars **Reviewed by:** Steven G. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** July 18, 2023 **What do you like best about ePayPolicy?** Simplicity, simplicity, simplicity. Easy for 99% of clients to use, easy to configure (for basic needs), and easy to get support. It also has the infrastructure and flexibility to sync with various AMS/billing systems and drive automation with customization when needed. **What do you dislike about ePayPolicy?** I am well known within my circle for complaining voraciously about most products in the insurtech space. Epay is likely the ONLY platform / SaaS that I have no real problems with. It does what it says and doesn't cause problems. **What problems is ePayPolicy solving and how is that benefiting you?** I was able to make the agency 'cashless' (electronic payments only) which cut our transaction turnaround time by several days. Easy to track who paid what when. ### 47. Best payment automation **Rating:** 5.0/5.0 stars **Reviewed by:** Claudia J. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 19, 2023 **What do you like best about ePayPolicy?** Epay gets the worry about collections. The Insured gets to do it, and we don't have to store any bank or credit card information, and the insured is at ease with confidentiality. **What do you dislike about ePayPolicy?** There isn't anything I can say negatively about Epay. Anytime I had any issues, Epay had notice before I even got to it. It is stress-free; every industry should use it. **What problems is ePayPolicy solving and how is that benefiting you?** The biggest problem is solving is not waiting on payment by mail. Knowing we collected funds before binding it makes us at ease when binding a policy. It just a peace of mind. ### 48. Great Service Until ... **Rating:** 3.5/5.0 stars **Reviewed by:** Linda M. | Insurance Broker, Small-Business (50 or fewer emp.) **Reviewed Date:** July 18, 2023 **What do you like best about ePayPolicy?** It makes it easy to accept payments although the credit card fees are the highest and there is also a monthly fee. **What do you dislike about ePayPolicy?** When you have a payment issue, such as client uses a credit card and after having the policy for a month decides to dispute, Epay does not do anything to stop it from happening. Very frustrating but fortunately it doesn't happen too often. **What problems is ePayPolicy solving and how is that benefiting you?** Making it easy to accept payments and have the client see up front that they are paying the credit card fee. ### 49. Convenient **Rating:** 3.0/5.0 stars **Reviewed by:** Erin M. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 01, 2023 **What do you like best about ePayPolicy?** Most liking the automation of payments with the link that allows customers to pay online. **What do you dislike about ePayPolicy?** Least liking that I cannot invoice broker's cutomers, and that ePay has raised the cost of use 2x over the past 2 years we have been using it. **What problems is ePayPolicy solving and how is that benefiting you?** I'm not sure that it solving any problems, but I see less paper check traffic in the office. ### 50. Insurance Agency Payment Vendor **Rating:** 5.0/5.0 stars **Reviewed by:** Shawn J. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 25, 2023 **What do you like best about ePayPolicy?** Easy to use platform, user friendly, and we are also able to receive funds in a very timely manner! **What do you dislike about ePayPolicy?** Nothing so far, been using the software since we opened, always recommend to fellow agents and agencies that are looking for a payment vendor! **What problems is ePayPolicy solving and how is that benefiting you?** Able to obtain payments from clients instead of having to drive or waiting for the client to mail us 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?page=3§ion=pricing&secure%5Bexpires_at%5D=2026-08-04+11%3A07%3A17+-0500&secure%5Bsession_id%5D=aa1269fa-9353-441d-ac4d-cb75aa27ad26&secure%5Btoken%5D=0529283723c97f423dede6aba024688f22ef6d1cc86e02a31fdcb8785bdaee3a&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)