ePayPolicy prefill payment page
Supported Operating System(s):
Web browser (OS agnostic)About ePayPolicy
ePayPolicy is a payment processing solution that helps businesses accept insurance payments through various processing methods including credit cards and ACH electronic funds transfers. It enables managing general agents (MGAs) and insurance brokers to collect and send funds on a centralized dashboard.
It lets administrators customize payment pages by adding a brand logo, graphical images, custom text in the notes field and disclaimers for insureds to review. Features of ePayPolicy are data management, reporting, user permission control, email reminders, PCI compliance review, auditing and more. Additionally, the application allows customers and business owners to receive real-time payment receipts and notifications for rejected ACH transaction...
12 Reviews of ePayPolicy
Average User Ratings
Overall
4.83 / 5 stars
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
Likelihood to Recommend
Not likely
Very likely
May 2020
Melyssa from Correll Insurance Group
Verified Reviewer
Company Size: 201-500 employees
Industry: Insurance
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
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.
May 2020
Tracy from JDCO CORP/ DuBose Insurance
Company Size: 11-50 employees
Industry: Insurance
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
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!
June 2020
Nik from SPARTAN INSURANCE SOLUTIONS
Verified Reviewer
Company Size: 2-10 employees
Industry: Insurance
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
4.0
Customer support
5.0
Functionality
5.0
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.
May 2020
Mason from NIP Group
Company Size: 51-200 employees
Industry: Financial Services
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
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.
May 2020
Laura from Jaw insurance
Company Size: 2-10 employees
Industry: Insurance
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
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
