ePayPolicy

Payment processing solution for the insurance sector

4,8 /5 (12 reviews) Write a Review!

ePayPolicy Overview

What is ePayPolicy?

ePayPolicy is a payment processing solution designed to help businesses in the insurance sector collect credit card and ACH payments from policyholders. The centralized dashboard enables administrators to track transactions, access electronic receipts, control user permissions, and check transaction status in real time.

ePayPolicy provides organizations with a payment page and allows them to add a custom logo and colors in sync with the brand value. It allows clients to upload documents through the digital payment page and set up recurring payments. Managing general agents (MGAs) can use the batch processing functionality to send electronic commissions and refund checks to agents and partners. It helps clients set up configurations to automatically pay their due invoices and receive receipts via emails.

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. Other features include data export, automated reminders, invoicing, PCI compliance review, auditing, and reporting.

ePayPolicy Overview

Pricing

Starting from
US$20,00/month

Pricing options

Free Trial
Subscription
Value for money

ePayPolicy is available across 3 pricing tiers. Pricing and functionality are outlined below -
Basic - $20/month
Custom - $50/month
Integration - Please contact ePayPolicy directly for pricing information.


ePayPolicy Features

Devices
Business size
S M L
Markets
United States
Supported Languages
English

Media

ePayPolicy prefill payment page
ePayPolicy payments
ePayPolicy invoices
ePayPolicy screenshot: ePayPolicy prefill payment page ePayPolicy screenshot: ePayPolicy payments ePayPolicy screenshot: ePayPolicy invoices

ePayPolicy Reviews

ePayPolicy Reviews

Overall rating
4,8
/
5
Excellent
10

Very good
2

Average
0

Poor
0

Terrible
0

Value for Money
4,9
Features
4,9
Ease of Use
4,9
Customer Support
5
100% recommended this app
Melyssa M.

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!


Tracy G.

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.


Nik K.

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.


Mason L.

Great Service!

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.


Laura K.

Epay

Epay is excellent to use during this stay at home work life


Melyssa M.
Industry: Insurance
Company size: 201-500 Employees

ePayPolicy is a Champion Partner

Used Daily for 2+ years
Reviewed on 2020/05/04
Review Source: Capterra

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!

Pros

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.

Cons

I wish we would customize the skin or colors for our branding.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Tracy G.
Industry: Insurance
Company size: 11-50 Employees

Don't want to work with out it.

Used Daily for 2+ years
Reviewed on 2020/05/04
Review Source: Capterra

We are able to close files faster without having to wait for paper checks to arrive in the mail.

Pros

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.

Cons

We've been using ePayPolicy for several years and we haven't had any bad experiences.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Nik K.
Industry: Insurance
Company size: 2-10 Employees

IMPROVE YOUR CLIENT EXPERIENCE

Used Weekly for 1-5 months
Reviewed on 2020/06/15
Review Source: Capterra

Our experience has been all positive. Any issue is resolved in a timely manner and most importantly our clients appreciate the ease of use.

Pros

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.

Cons

There is nothing not to dislike about this software. It does exactly what they advertise and the price is right.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Mason L.
Industry: Financial Services
Company size: 51-200 Employees

Great Service!

Used Daily for 6-12 months
Reviewed on 2020/05/05
Review Source: Capterra

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.

Pros

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.

Cons

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Laura K.
Industry: Insurance
Company size: 2-10 Employees

Epay

Used Daily for 2+ years
Reviewed on 2020/05/06
Review Source: Capterra

Epay is excellent to use during this stay at home work life

Pros

Ease of use and ease of receiving payments from our clients

Cons

It’s very easy to use :... no cons in using

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
9,7/10
Based on 12 user ratings
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ePayPolicy Pricing

ePayPolicy Pricing

Starting from
US$20,00/month
Free Trial
Subscription
Value for money

ePayPolicy is available across 3 pricing tiers. Pricing and functionality are outlined below -
Basic - $20/month
Custom - $50/month
Integration - Please contact ePayPolicy directly for pricing information.

ePayPolicy is available across 3 pricing tiers. Pricing and functionality are outlined below -
Basic - $20/month
Custom - $50/month
Integration - Please contact ePayPolicy directly for pricing information.

Value for Money
4,9/5
Based on 12 user ratings
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ePayPolicy Features

ePayPolicy Features

API
Access Control
Activity Dashboard
Automatic Notifications
Content Management
Customizable Branding
Customizable Templates
Data Import/Export
Drag & Drop Interface
Electronic Payments
Order Management
Product Catalog
Reporting & Statistics
SEO Management
Search Functionality
Social Media Integration
Template Management
Third Party Integration
Website Management
eCommerce Management
Features
4,9/5
Based on 12 user ratings
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Categories

Additional information for ePayPolicy

Additional information for ePayPolicy

Key features of ePayPolicy

  • ACH Payment Processing
  • Billing & Invoicing
  • Dashboard
  • Online payment processing
  • Recurring Billing
  • Third Party Integration

ePayPolicy FAQs

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$20,00/month

Pricing model: Subscription

Free Trial: Not Available

ePayPolicy is available across 3 pricing tiers. Pricing and functionality are outlined below - Basic - $20/month Custom - $50/month Integration - Please contact ePayPolicy directly for pricing information.

Q. What are the main features of ePayPolicy?

ePayPolicy offers the following features:

  • ACH Payment Processing
  • Billing & Invoicing
  • Dashboard
  • Online payment processing
  • Recurring Billing
  • Third Party Integration

Q. Who are the typical users of ePayPolicy?

ePayPolicy has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

Q. What languages does ePayPolicy support?

ePayPolicy supports the following languages:

English

Q. What type of pricing plans does ePayPolicy offer?

ePayPolicy has the following pricing plans:

Subscription

Q. Does ePayPolicy support mobile devices?

We do not have any information about what devices ePayPolicy supports

Q. What other apps does ePayPolicy integrate with?

ePayPolicy integrates with the following applications:

AIM, AMS360

Q. What level of support does ePayPolicy offer?

ePayPolicy offers the following support options:

Phone Support, Online Support, FAQs, Knowledge Base, Video Tutorials