ePayPolicy Software

Find out more:

PriceDemo

Find out more:

PriceDemo

About 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 their brand. Clients can also upload documents through their 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. ePayPolicy offers an API, which lets businesses integrate the system with several third-...

ePayPolicy Pricing

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

Starting price: 

$20.00 per month

Free trial: 

Not Available

Free version: 

Available

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ePayPolicy User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

5

Value for money

5

Customer support

5

Functionality

5

Showing 1 - 5 of 13 reviews

User Profile

Melyssa

Verified reviewer

Company size: 201-500 employees

Industry: Insurance

Time used: More than 2 years

Review Source: Capterra

5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

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!

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.

Tracy

Company size: 11-50 employees

Industry: Insurance

Time used: More than 2 years

Review Source: Capterra

5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

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.

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.

Reasons for choosing ePayPolicy

The user friendly software and customer service team!

User Profile

Nik

Verified reviewer

Company size: 2-10 employees

Industry: Insurance

Time used: Less than 6 months

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
5

Ease-of-use

out of 5
4

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

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.

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.

Mason

Company size: 51-200 employees

Industry: Financial Services

Time used: Less than 12 months

Review Source: Capterra

5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

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.

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.

Reasons for choosing ePayPolicy

The effort of payment and setting up recurring payments is o. The user and not our staff.

Laura

Company size: 2-10 employees

Industry: Insurance

Time used: More than 2 years

Review Source: Capterra

5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

May 2020

Epay

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