Verified User in Insurance
UI
Verified User in Insurance
Small-Business (50 or fewer emp.)
"Simple cloud based software to accept payments, specific to the insurance industry"
4/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Jeremy M.
JM
Jeremy M.
Owner
Small-Business (50 or fewer emp.)
"We LOVE ePayPolicy!"
5/5
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. Review collected by and hosted on G2.com.

What do you dislike about ePayPolicy?

We haven't experienced any downsides at all. Review collected by and hosted on G2.com.

Diane T.
DT
Diane T.
Owner
Small-Business (50 or fewer emp.)
"Wow! Great technology that works!"
5/5
What do you like best about ePayPolicy?

I love the ease of use for accepting credit card and electronic check payments. Review collected by and hosted on G2.com.

What do you dislike about ePayPolicy?

I'm not a fan of the new login requirement for authentication. Review collected by and hosted on G2.com.

Bernie N.
BN
Bernie N.
Councilman 4th District
Small-Business (50 or fewer emp.)
"Effective and easy to use"
5/5
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. Review collected by and hosted on G2.com.

What do you dislike about ePayPolicy?

No able to direct text the invoice to a customer. Review collected by and hosted on G2.com.

Krystal H.
KH
Krystal H.
Agency Principal
Small-Business (50 or fewer emp.)
"Helps Our Agency move QUICKLY!"
5/5
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. Review collected by and hosted on G2.com.

What do you dislike about ePayPolicy?

I wish deposits were a little quicker, but it's still the best! Review collected by and hosted on G2.com.

Franci L.
FL
Franci L.
accounitng manager / owner
Small-Business (50 or fewer emp.)
"RELIABLE AND AGILE TOOL"
5/5
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. Review collected by and hosted on G2.com.

What do you dislike about ePayPolicy?

In general it is an easy tool to use. Maybe I suggest renewing your image, Review collected by and hosted on G2.com.

AH
Amanda H.
Agency Owner
Small-Business (50 or fewer emp.)
"Easy Pay"
5/5
What do you like best about ePayPolicy?

I love that I can process payments through ACH and CC and assign fees to my customers. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

CE
clark e.
ACCOUNTANT
Small-Business (50 or fewer emp.)
"GREAT INTEGRATION AND EASY TO USE"
5/5
What do you like best about ePayPolicy?

I LOVE THAT EPAY INTEGRATES WITH MY ACCOUNTING SOFTWARE MAKING PROCESSING THEIR PAYMENTS SIMPLE. Review collected by and hosted on G2.com.

What do you dislike about ePayPolicy?

I WISH THEIR PAYMENT PORTAL WAS MORE MODULARE AND CUSTOMIZABLE. Review collected by and hosted on G2.com.

YS
Yue S.
Accountant
Small-Business (50 or fewer emp.)
"Accountant"
5/5
What do you like best about ePayPolicy?

Secure and easy online payment for agency bills. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

VP
Vicky P.
Bookkeeper
Small-Business (50 or fewer emp.)
"Epay"
5/5
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. Review collected by and hosted on G2.com.

What do you dislike about ePayPolicy?

There is no dislike. It's simple to use. Review collected by and hosted on G2.com.