All ePayPolicy Reviews
1-14 of 14 Reviews
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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
Jessica
Insurance, 11-50 employees
Used weekly for less than 2 years
OVERALL RATING:
5
EASE OF USE
4
FUNCTIONALITY
4
Reviewed May 2020
Biggest little improvement we've ever made
Getting set up with ePayPolicy was easy and our customers have really taken to it. As an agency doing business across rural areas in multiple states, we used to have to wait DAYS for mail to arrive at our headquarters and we spent so much money on expedited shipping. But no more! Our new business process has greatly improved since implementing ePayPolicy.
CONSWe have often remarked that it would be nice to be able to generate an invoice with multiple payment options that would allow the customer to click and choose the installment amount they'd like to pay.
Mark
Insurance, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
FUNCTIONALITY
5
Reviewed May 2020
Great Product
With Washington's stay home and stay healthy we spend a lot of time working from home. This is an easy way to help certain types of accounts (agency bill) to invoice them and they can pay for it.
PROSEasy to use. Clients love it Works well with our setup
CONSHad a couple minor issues, but those have been resolved.
Ray
Insurance, 2-10 employees
Used weekly for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2020
The obvious choice
EPayPolicy is the obvious choice for insurance professionals looking to charge app fees or even needing to take agency-billed premiums. There’s nothing close to it!
PROSThe technology is just super easy, and it makes sense. I’ve never had a client refuse to pay, and this was the reason we felt we could actually charge app fees.
CONSThe only thing I would change is make the button to create a new bill slightly easier to find, currently its 2-3 clicks away from the log in.
Ben
Verified reviewer
Financial Services, 2-10 employees
Used weekly for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2020
Makes Getting Paid Simple
Has definitely helped us gain and retain accounts, as well as stop dealing with many agency bill problems
PROSThe ability to send a link and instantly receive payment from a client
CONSI don't have any complaints at this time. Hope it continues to evolve
Vasilis
Verified reviewer
Higher Education, 501-1,000 employees
Used weekly for less than 6 months
OVERALL RATING:
5
EASE OF USE
4
FUNCTIONALITY
5
Reviewed December 2022
new but reliable
the epaypolicy is a very easy app and usefull accept four big credit cards and make the transactions very quick and secure the experience so far is perfect
CONSso far the experience is great i have nothing not to like about this app
Ramon
Insurance, 2-10 employees
Used weekly for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2020
Love it
Awesome
PROSUser friendly !! It was really easy to use
CONSNothing it has worked great from the first time
Reason for choosing ePayPolicy
Convenience and pricing
Anonymous
51-200 employees
Used weekly for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2020
Quick, Easy Setup!
We signed on with ePay just a month ago, and the turnaround time from when we signed the contract to when we were able to accept our first payment was extremely quick. The process has gone very smooth, and our clients that have used it absolutely love it!
CONSIt did take several days for us to know that an ACH transfer was denied because of non-sufficient funds. I feel like that was more of a timing issue with the bank and the weekend, but that was something I hadn't thought about.
Valerie
Insurance, 51-200 employees
Used weekly for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2020
Easy to use!
Super easy to implement and use. Wish we would have signed up years ago!
CONSNone - for the price it’s very easy to use and does exactly what we need
Aswathi
Internet, 1 employee
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed July 2021
Great to use
Great experience. Highly recommend
PROSGreat to set up. Easy to use this. Highly recommend.
CONSOverall happy with ePay policy and great service.