ePayPolicy

4.9 (135)
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Faster, Easier, Integrated Insurance Payment Services

Overall rating

4.9 /5
(135)
Value for Money
4.8/5
Features
4.8/5
Ease of Use
4.9/5
Customer Support
4.8/5

99%
recommended this app
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135 Reviews

Gabriel J.
Gabriel J.
Overall rating
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

FAST & EASY

Reviewed on 2023/12/12

EASY & FRIENDLY SYSTEM AND THEY CAN ANSWER FAST WHEN YOU NEED IT

EASY & FRIENDLY SYSTEM AND THEY CAN ANSWER FAST WHEN YOU NEED IT

Pros

MANY MGA WORK WITH EPAY SYSTEM AND CAN BOUND POLICYS FASTER

Cons

CAN NOT RECEIVE LARGE PAYMENTS WITHOUT AUTHORIZATION

Julie
Overall rating
  • Industry: Insurance
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Reliability and User Friendly

Reviewed on 2023/12/12

ePay Policy has simplified the payment process from our clients and decreased our expenses compared...

ePay Policy has simplified the payment process from our clients and decreased our expenses compared to typical merchant processing fees

Pros

Our clients can easily access which has reduced our physical check processing by half and enhanced timeliness of payments!

Cons

The few errors we have had occur have been on the client side with input error; however, the transaction declines are appreciated.

Nicholas
Overall rating
  • Industry: Insurance
  • Company size: 11–50 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

ePay Review

Reviewed on 2023/12/12

Pros

Ability for clients to pay via ACH or credit card.

Cons

Time it takes to receive funds from ePay.

Marcus
Overall rating
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

ePayPolicy makes our lives easy!

Reviewed on 2023/12/13

Recommendation:
I think you could innovate further.

By allowing for a shortlink, or partnering...

Recommendation:
I think you could innovate further.

By allowing for a shortlink, or partnering with a someone like TinyURL.

I typically take the link from the green E pay button, and shorten it.

I then rename it, and text it directly to customers.

This allows for a shortlink, with a specific link, this streamlines the process in which we can send customers invoices and adds a level of personalization.

You go from having a link that is very long, to a very short link like this.

TinyURL/customerpay341

Pros

The ability to integrate ePayPolicy directly into your CRM is a game changer. By doing so, it allowed our agency to innovate in many ways. Not only did the agency benefit from it, but our customers reap numerous benefits from it aswell.

Thank you ePayPolicy!

Cons

This is a 5 star product, no complaints on our end, the only way it could be better, is if it were free!

Tami
Overall rating
  • Industry: Insurance
  • Company size: 11–50 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Easy to use payment processing solution

Reviewed on 2023/12/13

Pros

Ease of use and customization. Our account representative suggested and set up our logo and company colors to coordinate with our brand. The "Pay now" button is simple to insert into your email signature line. The cost of Epay is lower than most other options, and their customer service is responsive and helpful. I receive email notifications when clients submit payments, and funds are typically received the next business day directly to our bank account.

Cons

Epay is a great payment platform, however the preset limits are a bit low for today's insurance premiums. It was a bit of a hassle to get those limits increased, BUT the customer service reps were amazing, very knowledgeable, and explained in detail the need for the lower limits so I was able to make an informed decision on raising the limits we were comfortable with.

Fletcher
Overall rating
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

ePAy Payment Processing works perfectly for our Insurance Agency

Reviewed on 2023/12/14

Pros

ePAy is easy to set up and use. Our clients love the flexibility it allows in making insurance payments online!

Cons

There is a limit to the dollar amount of payments that can be made in a single transaction.

Tracy
Overall rating
  • Industry: Insurance
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

We love ePay

Reviewed on 2023/12/12

Our overall experience is very positive.

Our overall experience is very positive.

Pros

Our staff and clients love the ease of use and flexibility of the product.

Cons

There are no real cons to the product. Some clients do not like the charges, but we do waive them occasionally.

Sarah
Overall rating
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great addition to our Agency

Reviewed on 2023/12/12

During our initial onboarding all staff were very informative and helpful. Upon our roll out and...

During our initial onboarding all staff were very informative and helpful. Upon our roll out and needing assistance, customer service was just a phone call away and were very eager to assist with our questions.

Pros

live integration with AMS and a very user friendly platform

Cons

At this time we have not experienced any cons

Cori
Overall rating
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great Product for Insurance Agencies

Reviewed on 2023/12/12

Ease of implementation and continued use of the program has been fantastic, and the timeliness of...

Ease of implementation and continued use of the program has been fantastic, and the timeliness of the customer's payments getting routed to us is quick. I'm quite happy with ePayPolicy!!

Pros

I can provide a credit or debit card option to my customers to pay their premiums without it affecting my bottom line. The ability to pay agency bill broker statements was a huge bonus. I hardly write trust checks anymore!

Cons

I don't have an answer for this question. I no negatives to express.

Joan
Overall rating
  • Industry: Insurance
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

EPAY where have you been hiding?

Reviewed on 2023/12/12

I was skeptical at first I was won over very quickly once we started using EPAY. It is actually...

I was skeptical at first I was won over very quickly once we started using EPAY. It is actually like having an extra employee on board handling intital deposits and collections.

Pros

I literally do not have to do any extra work I actually do less in collecting of premiums payments from our customers

Cons

Honestly there really isn't anything I dislike about EPAY

Brent
Overall rating
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Makes my life easier

Reviewed on 2023/12/12

I am overall very happy with how simple everything is.

I am overall very happy with how simple everything is.

Pros

Simple is the name of the game. It integrates easily with My Invoicing software and Clients are easily able to make payments with it.

Cons

Fees charged to clients are high. $10 fee for ACH is too much

Corbin
Overall rating
  • Industry: Insurance
  • Company size: Self Employed
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

ePayPolicy helped me increase my book of business

Reviewed on 2023/12/12

Overall my experience has been spotless. ePay Policy has helped increase my book of business by...

Overall my experience has been spotless. ePay Policy has helped increase my book of business by offering a safe secure payment link. I have a clients across the US so a mobile payment option is a must.

Pros

Having my own secure link to send to clients. Having clients across the country requires me to have a safe secure mobile pay option.

Cons

Max limit of any one payment. Increasing the limit is a careful process which I understand but it is still a con at times.

JOCELYNN
Overall rating
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

ePAY POLICY IS A GAME CHANGER IN THE INSURANCE INDUSTRY

Reviewed on 2023/12/12

SIMPLE AND EASY

EPAY POLICY HAS ENABLED OUR AGENCY TO WRITE BUSINESS DIRECTLY IN ANY STATE WHERE...

SIMPLE AND EASY

EPAY POLICY HAS ENABLED OUR AGENCY TO WRITE BUSINESS DIRECTLY IN ANY STATE WHERE WE HOLD A LICENSE.

IT IS CRITICAL TO HAVE THE INSURED'S MONEY PRIOR TO BINDING.

Pros

ABILITY TO ACCEPT BINDING FROM CLIENTS WHEN WE CANNOT MEET IN PERSON.

Cons

I DO WISH THE EPAY LINK WOULD DEFAULT TO THE ACH OPTION FOR THE PAYMENT LINK INSTEAD OF THE CREDIT CARD LINK.

CLIENTS USUALLY CALL ME IMMEDIATELY TO COMPLAIN HOW MUCH IT COSTS THEM TO SEND THEIR PAYMENT.

I HAVE TO REMIND THEM TO CHECK THE NEXT BOX FOR ACH WHICH CHARGES A NOMINAL FEE

David
Overall rating
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Epay solutions for a small business

Reviewed on 2023/12/15

ePayPolicy has helped our business grow with online, in-person and phone payments. This saves the...

ePayPolicy has helped our business grow with online, in-person and phone payments. This saves the customer time as well as our office.

Pros

Online, phone or in-person payments is what we like most about ePayPolicy.

Cons

Nothing comes to mind that would warrent a discussion about least liked.

Rica
Overall rating
  • Industry: Insurance
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

ePayPolicy is a great payment solution

Reviewed on 2023/12/14

I've had a very positive experience with ePayPolicy in terms of the product features and customer...

I've had a very positive experience with ePayPolicy in terms of the product features and customer service.

Pros

Having a custom payment portal for our business; being able to provide a custom payment link to our clients; ease of processing.

Cons

Refund processing time (7-10 business days for ACH funds to post).
The cost per transaction that we must either absorb or pass on to our clients.

Nina
Overall rating
  • Industry: Insurance
  • Company size: 11–50 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Very helpful tool

Reviewed on 2023/12/12

Overall we have had a great experience and like how much it has simplified receiving payments.

Overall we have had a great experience and like how much it has simplified receiving payments.

Pros

We like how easy it is to receive payments from clients. We have the link included on our invoices and our clients pay that way.

Cons

The time it takes for the money to be available. For some of our larger payments we prefer not to wait and will have these sent through a wire instead so they can be processed faster.

Bradley
Overall rating
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

insurance industry standard

Reviewed on 2023/12/13

very positive. most of our carriers use it to make it ez to pay them

very positive. most of our carriers use it to make it ez to pay them

Pros

local office in El Campo and Austin. The easiness it is to use

Cons

premium cost added to pay for bank and credit card

SANDRA
Overall rating
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 8.0 /10

I love epay

Reviewed on 2023/12/12

very easy to use and i enjoy the process, due to the ease of billing and the confirmation

very easy to use and i enjoy the process, due to the ease of billing and the confirmation

Pros

Easy to process and the clients are satisfied

Cons

The fee for using credit cards is too much

Paul
Overall rating
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

President/Owners

Reviewed on 2023/12/12

Great product! I would recommend to any insurance agency.

Great product! I would recommend to any insurance agency.

Pros

Very easy to use and dependable product. Would recommend.

Cons

no comment do not have any dislike. Would recommend.

Cindy
Overall rating
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

its okay, not the best to use

Reviewed on 2023/12/15

Pros

online only i am not that big of a fan on the price

Cons

price is not very good and it takes too long to process

Donald
Overall rating
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Epay is so easy to use

Reviewed on 2023/12/12

Overall, I very satisfied with the EpayPolicy.

Overall, I very satisfied with the EpayPolicy.

Pros

The payment process is so easy for our clients to use.

Cons

When a need arises, reaching a customer support person is difficult.

Ryan
Overall rating
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Payments Made Simple

Reviewed on 2023/12/12

Pros

Easy to understand and simple for clients to process payment

Cons

Occasionally client does the CC fee option vs using their checking account and does not realize the fee on top of the invoiced amount but it is pretty well shown to choose your payment option.

George
Overall rating
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Monthly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Review of epay

Reviewed on 2023/12/12

We have been very happy using your site.

We have been very happy using your site.

Pros

Easy to use and all questions that we have are responded to

Cons

No invoices can be created but I hope that function will be available soon.

Karl
Overall rating
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Payment Processing

Reviewed on 2023/12/12

Pros

Ease of working with the system and company reps

Cons

If using a credit/debit cardd the transaction fee is on the high side

Jaimee
Overall rating
  • Industry: Insurance
  • Company size: Self Employed
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Eazy Peazy

Reviewed on 2023/12/13

Mostly positive, problems I've had were addressed quickly

Mostly positive, problems I've had were addressed quickly

Pros

My clients like the ease of using ePay to pay their premiums; I too appreciate being able to easily pay my carriers and wholesalers. The platform is pretty straight forward to use and you can customize your individual page which is a nice feature.

Cons

I don't like having to pay when I send payments--I pay a monthly fee to ePay so I should be exempt from those payment sending fees! I also don't think the "back" pages where admins check what's going on are very user friendly--it can be challenging.