ePayPolicy
About ePayPolicy
ePayPolicy Pricing
Pricing and functionality are outlined below - Essentials Plan- $25/month Integrated Plan - $50/month
Starting price:
$25.00 per month
Free trial:
Available
Free version:
Available
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Most Helpful Reviews for ePayPolicy
1 - 5 of 14 Reviews
Melyssa
Verified reviewer
Insurance, 201-500 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2020
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!
PROSThis 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.
CONSI wish we would customize the skin or colors for our branding.
Tracy
Insurance, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2020
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.
PROSePayPolicy 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.
CONSWe've been using ePayPolicy for several years and we haven't had any bad experiences.
Reason for choosing ePayPolicy
The user friendly software and customer service team!
Nik
Verified reviewer
Insurance, 2-10 employees
Used weekly for less than 6 months
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed June 2020
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.
PROSePay 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.
CONSThere is nothing not to dislike about this software. It does exactly what they advertise and the price is right.
Mason
Financial Services, 51-200 employees
Used daily for less than 12 months
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2020
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.
PROSThis 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.
CONSWhen 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.
Reason for choosing ePayPolicy
The effort of payment and setting up recurring payments is o. The user and not our staff.
Laura
Insurance, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2020
Epay
Epay is excellent to use during this stay at home work life
PROSEase of use and ease of receiving payments from our clients
CONSIt’s very easy to use :... no cons in using