ePayPolicy is a Champion Partner
The customer service experience is exceptional and I couldn't be more pleased with the decision to engage them for epayment. As the only vendor at the time which integrated with our Vertafore product I initially felt captive in selecting them, but they are a delight to work with and our customers love it as well!
This software could not be easier to use. The pricing makes it a no-brainer to offer epayment options to clients and the portal is very quickly set-up and customized.
I wish we would customize the skin or colors for our branding.
Don't want to work with out it.
We are able to close files faster without having to wait for paper checks to arrive in the mail.
ePayPolicy is such a user friendly software. I love that a customer and take care of a transaction in minutes and we don't have to wait for a paper check to arrive weeks later in the mail.
We've been using ePayPolicy for several years and we haven't had any bad experiences.
IMPROVE YOUR CLIENT EXPERIENCE
Our experience has been all positive. Any issue is resolved in a timely manner and most importantly our clients appreciate the ease of use.
ePay Policy does a fantastic job of creating a payment portal for your agency to use in order to handle payments easily for clients. It will integrate with most AMS allowing for easier bookkeeping.
There is nothing not to dislike about this software. It does exactly what they advertise and the price is right.
Overall it has been great. We have shifted a large share of our payments online with this vendor and the costs are paid directly by the insureds. We do not have to deal with the regularity fees and such.
This allows our clients to pay however they want and when they want. The recurring feature lets insurers set up their payments and not think about the monthly invoices. And now with COVID-19 our company is so happy we have this set up to receive payments when we are all working remotely.
When setting up recurring payments there is no ability to edit anything. It is either what you set up or cancel it and start over. It does not pull from our client manager either. So insurers who have endorsements have to cancel and set up their payments again.
Biggest little improvement we've ever made
Getting set up with ePayPolicy was easy and our customers have really taken to it. As an agency doing business across rural areas in multiple states, we used to have to wait DAYS for mail to arrive at our headquarters and we spent so much money on expedited shipping. But no more! Our new business process has greatly improved since implementing ePayPolicy.
We have often remarked that it would be nice to be able to generate an invoice with multiple payment options that would allow the customer to click and choose the installment amount they'd like to pay.
With Washington's stay home and stay healthy we spend a lot of time working from home. This is an easy way to help certain types of accounts (agency bill) to invoice them and they can pay for it.
Easy to use.
Clients love it
Works well with our setup
Had a couple minor issues, but those have been resolved.
The obvious choice
EPayPolicy is the obvious choice for insurance professionals looking to charge app fees or even needing to take agency-billed premiums. There’s nothing close to it!
The technology is just super easy, and it makes sense. I’ve never had a client refuse to pay, and this was the reason we felt we could actually charge app fees.
The only thing I would change is make the button to create a new bill slightly easier to find, currently its 2-3 clicks away from the log in.
Makes Getting Paid Simple
Quick, Easy Setup!
We signed on with ePay just a month ago, and the turnaround time from when we signed the contract to when we were able to accept our first payment was extremely quick. The process has gone very smooth, and our clients that have used it absolutely love it!
It did take several days for us to know that an ACH transfer was denied because of non-sufficient funds. I feel like that was more of a timing issue with the bank and the weekend, but that was something I hadn't thought about.