ePayPolicy

About ePayPolicy
ePayPolicy's insurance-built payment platform helps organizations accept payments online to speed up receivables, bind policies faster, and provide a seamless user experience.
ePayPolicy provides organizations with a payment page and allows them to add a custom logo and colors in sync with their brand. The centralized dashboard enables administrators to track transactions, access electronic receipts, control user permissions, and check transaction status in real time. Managing general agents (MGAs) can use the batch processing functionality to send electronic commissions and refund checks to agents and partners.
ePayPolicy offers an API, which lets businesses integrate the system with several third-party platforms such as FinancePro, Veruna, Jetfile, Novidea, QQCatalyst, Sagitta, and more.
Key benefits of ePayPolicy
- ePayPolicy charges fees directly to your client
- Accepts all 4 major credit cards (Visa, MasterCard, AmEx, and Discover)
- Compatible with mobile devices
- Integrates with the most popular management systems in the industry
- Secure PCI Level 1 compliance
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Reviews
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- Industry: Insurance
- Company size: 2–10 Employees
- Used Weekly for 6-12 months
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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
- Industry: Insurance
- Company size: 11–50 Employees
- Used Daily for 2+ years
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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.
- 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.
- 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!
- 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.
ePayPolicy FAQs
Below are some frequently asked questions for ePayPolicy.Q. What type of pricing plans does ePayPolicy offer?
ePayPolicy offers the following pricing plans:
- Starting from: US$25.00/month
- Pricing model: Free Version, Subscription
- Free Trial: Available
Pricing and functionality are outlined below - Essentials Plan- $25/month Integrated Plan - $50/month
Q. Who are the typical users of ePayPolicy?
ePayPolicy has the following typical customers:
2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does ePayPolicy support?
ePayPolicy supports the following languages:
English
Q. Does ePayPolicy support mobile devices?
ePayPolicy supports the following devices:
Q. What other apps does ePayPolicy integrate with?
ePayPolicy integrates with the following applications:
Applied CSR24, BindHQ, HawkSoft CMS, Nexsure Insurance Platform, Novidea, NowCerts, QQCatalyst, Vertafore AMS360, Veruna
Q. What level of support does ePayPolicy offer?
ePayPolicy offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat
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