--- 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 & Product Details Visit Website 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. * * * Product Website ePayPolicy Seller [ePayPolicy](https://www.g2.com/sellers/epaypolicy) Discussions [ePayPolicy Community](https://www.g2.com/products/epaypolicy/discuss) Languages Supported English Solution Type Best-of-Breed Overview by Anamaria Cifuentes Show More ## Value at a Glance Averages based on real user reviews. ### Time to Implement 1 month ### Return on Investment 4 months [ View More Pricing Information ](https://www.g2.com/products/epaypolicy/pricing) ## Top-Rated Alternatives [ ![FileHandler Enterprise](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "FileHandler Enterprise") FileHandler Enterprise 4.4/5(36) ](https://www.g2.com/products/filehandler-enterprise/reviews) [ ![Duck Creek Billing](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Duck Creek Billing") Duck Creek Billing 4.3/5(16) ](https://www.g2.com/products/duck-creek-billing/reviews) [ ![BriteCore](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "BriteCore") BriteCore 4.3/5(24) ](https://www.g2.com/products/britecore/reviews) [ View All Alternatives ](https://www.g2.com/products/epaypolicy/competitors/alternatives) ## User Insights Average based on 159 real user reviews. Implementation Time 1 month Perceived Cost $$$$$ [Log in to unlock pricing and user insights](/login) ## ePayPolicy Integrations (6) What do users say about integrations? Integration information sourced from real user reviews. [ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") AMS360 ](https://www.g2.com/products/ams360/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Applied Epic ](https://www.g2.com/products/applied-epic/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") AWS Managed Services (AMS) Integration App ](https://www.g2.com/products/aws-managed-services-ams-integration-app/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") EZLynx ](https://www.g2.com/products/ezlynx-ezlynx/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") HawkSoft ](https://www.g2.com/products/hawksoft/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") QuickBooks Online ](https://www.g2.com/products/quickbooks-online/reviews) Show More ![Iddo G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Iddo G.") IG Iddo G. VP OF SALES SOUTHEAST DIVISION Small-Business (50 or fewer emp.) 8/25/2025 "ePayPolicy is a highly convenient online payment portal that simplifies" 5/5 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. Review collected by and hosted on G2.com. What do you dislike about ePayPolicy? The payments can take up to 45 days to clear in ur account. Review collected by and hosted on G2.com. What problems is ePayPolicy solving and how is that benefiting you? can be not vry user frinedly on the client facing site. Review collected by and hosted on G2.com. Show More 6/9/2026 Current UserValidated ReviewerSource: Organic ![Verified User in Insurance](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Insurance") AI Verified User in Insurance Small-Business (50 or fewer emp.) 7/16/2026 "Direct Payment Links That Make Getting Paid Easy" 5/5 What do you like best about ePayPolicy? 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. What do you dislike about ePayPolicy? 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. What problems is ePayPolicy solving and how is that benefiting you? Now when billing audits, I can invoice the customer directly and send them a link to pay. Our agency used to have to wait to get a check in the mail. We are a small agency so this has been a game changer! Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Brittani A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Brittani A.") BA Brittani A. Agency Services Supervisor Small-Business (50 or fewer emp.) 5/29/2026 "Responsive Support That Keeps ePay Improving" 5/5 What do you like best about ePayPolicy? ePay always tries to help improve the system whenever there’s a hiccup. Review collected by and hosted on G2.com. What do you dislike about ePayPolicy? 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. What problems is ePayPolicy solving and how is that benefiting you? ePay helps us pay our agents’ commissions via ACH instead of checks, so they receive their payments faster. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic KR Krisha R. Administrative Assistant Small-Business (50 or fewer emp.) 9/4/2025 "ePay makes accounting easy!" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Victoria B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Victoria B.") VB Victoria B. Agency Owner Small-Business (50 or fewer emp.) 9/2/2025 "Effortless Payments and Invoicing With Client Fee Transparency" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Ambere S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ambere S.") AS Ambere S. CEO Small-Business (50 or fewer emp.) 8/25/2025 "Amazing Efficiency and Great Customer Support Team!" 4.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. What problems is ePayPolicy solving and how is that benefiting you? Allowing multiple payment options for my insureds. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic AH Alexis H. Account Executive Insurance Small-Business (50 or fewer emp.) 8/25/2025 "Game-Changer for Agency Efficiency" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Erin B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Erin B.") EB Erin B. Sales Representative Small-Business (50 or fewer emp.) 5/28/2026 "Fast Transactions and Instant Payment Notifications" 5/5 What do you like best about ePayPolicy? I like how fast transactions are processed, and I'm notified immediately when a payment has been made. Review collected by and hosted on G2.com. What do you dislike about ePayPolicy? It takes awhile to fund to our business account. Review collected by and hosted on G2.com. What problems is ePayPolicy solving and how is that benefiting you? Quick expedited payment for customer convenience. We also use this to create a payment for a customer which they appreciate. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Duane K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Duane K.") DK Duane K. Owner/Manager of Nonprofits Compensation Care Small-Business (50 or fewer emp.) 8/25/2025 "Agency receivables and payables" 4.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Eric E.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Eric E.") EE Eric E. President Small-Business (50 or fewer emp.) 6/13/2024 "Game changer compared to traditional waiting on a check" 4/5 What do you like best about ePayPolicy? Takes the "check is in the mail" reasons out of payment delays Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. What problems is ePayPolicy solving and how is that benefiting you? getting invoices paid more quickly Review collected by and hosted on G2.com. Show More 9/9/2025 Current UserValidated ReviewerSource: Organic ## Questions about ePayPolicy? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about ePayPolicy ](https://www.g2.com/products/epaypolicy/discussions/new) GU Guest User • Last activity almost 3 years ago What is ePayPolicy used for? 0 Upvotes 1 [ Join the conversation ](https://www.g2.com/discussions/what-is-epaypolicy-used-for) [ View all Discussions ](https://www.g2.com/products/epaypolicy/discuss) ## Pricing Insights Averages based on real user reviews. ### Time to Implement 1 month ### Return on Investment 4 months ### Average Discount 9% [ View More Pricing Information ](https://www.g2.com/products/epaypolicy/pricing) ##### Categories on G2 [Insurance Billing](https://www.g2.com/categories/insurance-billing) ##### Explore More [Best e-commerce solutions for a large retail company](https://www.g2.com/discussions/best-e-commerce-solutions-for-a-large-retail-company)[Best accounts payable automation solutions](https://www.g2.com/discussions/best-accounts-payable-automation-solutions)[Best user testing tool for new apps](https://www.g2.com/discussions/best-user-testing-tool-for-new-apps) [Which financial data APIs have strong documentation, SDKs, and technical support for production environments?](https://www.g2.com/discussions/which-financial-data-apis-have-strong-documentation-sdks-and-technical-support-for-production-environments)[AWS Batch vs Azure Batch for a data engineering team with heavy workloads: which batch management platform is worth the setup effort?](https://www.g2.com/discussions/aws-batch-vs-azure-batch-for-a-data-engineering-team-with-heavy-workloads-which-batch-management-platform-is-worth-the-setup-effort)[Pros and Cons Details](https://www.g2.com/products/epaypolicy/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)