ePayPolicy

RATING:

4.9

(134)

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

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

ePayPolicy prefill payment page
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ePayPolicy Reviews

Overall Rating

4.9

Ratings Breakdown

Secondary Ratings

Ease-of-use

5

Customer Support

5

Value for money

5

Functionality

5

Most Helpful Reviews for ePayPolicy

1 - 5 of 133 Reviews

User Profile

Melyssa

Verified reviewer

Insurance, 201-500 employees

Used daily for more than 2 years

Review Source: Capterra

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!

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.

Shing Yan

Insurance, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

3

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed December 2023

Reliable and accurate reports

ePayPolicy is reliable and user friendly.

PROS

Getting payment receipts instantly. Payment portal is user friendly. Instruction is very clear.

CONS

Fees are expensive. Transaction limits are not show on website.

Reason for choosing ePayPolicy

The fees of Input 1 are lower than ePayPolicy. However, ePayPolicy is reliable and our major business partners are using ePayPolicy. It gives us confident to keep using ePay.

Reasons for switching to ePayPolicy

ePay Policy is easy to use. We don't need to collect client credit card info to process.

Ralph

Insurance, 2-10 employees

Used weekly for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

FUNCTIONALITY

4

Reviewed December 2023

fixes our problem

PROS

options to pay via cc or ACH, automatically sends receipt to customer.

CONS

ease of use. This is something that is user friendly.

Tracy

Insurance, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra

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.

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.

Reason for choosing ePayPolicy

The user friendly software and customer service team!

Mariano

Insurance, 2-10 employees

Used weekly for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2023

Great resource for more efficient oayment processing

Absolutely pleased with it and the time that we save using it. The epay url for our clients that we can insert into emails is also a huge win.

PROS

Easy to use, clients appreciate the click to pay link we send via email, reporting is very easy to review and no issues whatsoever with the tool. Definitely no checks lost in the mail since launching use of the tool.

CONS

No negative feedback to provide. The tool works incredibly well.

Reason for choosing ePayPolicy

A new hire had previous experience with it in another agency.