All ePayPolicy Reviews
1-25 of 133 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.
Shing Yan
Insurance, 51-200 employees
Used daily for more than 2 years
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.
PROSGetting payment receipts instantly. Payment portal is user friendly. Instruction is very clear.
CONSFees 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
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
FUNCTIONALITY
4
Reviewed December 2023
fixes our problem
options to pay via cc or ACH, automatically sends receipt to customer.
CONSease of use. This is something that is user friendly.
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!
Brent
Insurance, 2-10 employees
Used weekly for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2023
Makes my life easier
I am overall very happy with how simple everything is.
PROSSimple is the name of the game. It integrates easily with My Invoicing software and Clients are easily able to make payments with it.
CONSFees charged to clients are high. $10 fee for ACH is too much
Reasons for switching to ePayPolicy
I was Frustrated with all of the hidden fees I was being charged for.
Mariano
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 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.
PROSEasy 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.
CONSNo negative feedback to provide. The tool works incredibly well.
Reason for choosing ePayPolicy
A new hire had previous experience with it in another agency.
Sylvia
Insurance, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2023
Best Product for Payment Processing
ePay makes processing payments seamless for the staff and client's when sending a link for them to make their own payment. For us this was more expensive than our older service but well worth the price.
CONSThe system does move a bit slow when you are logged in to your main portal. But never on the payment processing side.
Reasons for switching to ePayPolicy
They only allowed one person to process the payments.
Tricia
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 December 2023
Great product
I am thankful for the option for me and my clients
PROSEase of use is great and quick and simple for clients to pay too
CONSChanging accounts is cumbersome when I want my deposit account to change
Reasons for switching to ePayPolicy
Less cost and client pays fee for use not agency
Julie
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 December 2023
Reliability and User Friendly
ePay Policy has simplified the payment process from our clients and decreased our expenses compared to typical merchant processing fees
PROSOur clients can easily access which has reduced our physical check processing by half and enhanced timeliness of payments!
CONSThe few errors we have had occur have been on the client side with input error; however, the transaction declines are appreciated.
Reasons for switching to ePayPolicy
Cost, ease of use and ease of implementation
Nick
Verified reviewer
Insurance, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2023
EPay Policy is a Game Changer!
They make set up a breeze and it is integrated with our management system now too.
CONSThe integration piece is a bit clunky because of the way we process agency-billed payments but they provided a workaround that flows well.
Rica
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 December 2023
ePayPolicy is a great payment solution
I've had a very positive experience with ePayPolicy in terms of the product features and customer service.
PROSHaving a custom payment portal for our business; being able to provide a custom payment link to our clients; ease of processing.
CONSRefund processing time (7-10 business days for ACH funds to post). The cost per transaction that we must either absorb or pass on to our clients.
Holly
Insurance, 2-10 employees
Used weekly for less than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
FUNCTIONALITY
4
Reviewed December 2023
Makes accepting payments easy
It's been a pretty good experience. We thought about switching to a different vendor for electronic payments because it integrates with our management system, but there weren't enough savings of time or money to make the change worthwhile.
PROSIt makes accepting electronic payments easy. We did not have the ability to take credit or debit cards prior to signing up for ePayPolicy, and it makes it easier to get paid.
CONSI haven't been able to send payments to carriers through ePayPolicy, even though I know the feature is available. I can't find the carrier I need.
Reason for choosing ePayPolicy
We did not choose ePayPolicy over an alternative at the time of original purchase, but since then have looked at Applied Pay because it integrates with our agency management system. There just wasn't enough savings of time or money to be worth the hassle of switching providers.
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.
David
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 December 2023
Epay solutions for a small business
ePayPolicy has helped our business grow with online, in-person and phone payments. This saves the customer time as well as our office.
PROSOnline, phone or in-person payments is what we like most about ePayPolicy.
CONSNothing comes to mind that would warrent a discussion about least liked.
Bradley
Insurance, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2023
insurance industry standard
very positive. most of our carriers use it to make it ez to pay them
PROSlocal office in El Campo and Austin. The easiness it is to use
CONSpremium cost added to pay for bank and credit card
Douglas
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 December 2023
Quality and Ease of Use
What you see is what you get! It is easy to use from the agent side as well as the end user!
CONSIt does not integrate with our agency management system.
Sierra
Insurance, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2023
EpayPolicy is a gamechanger
We have used ePayPolicy for years and have nothing but good things to say. It has helped facilitate our large growth as all payments can just be done online and there is no waiting for checks in the mail.
PROSSimplicity of the payment site and the ease of sending the link to clients
CONSThe admin site is quite slow, but it does its job.
Cindy
Insurance, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
3
VALUE FOR MONEY
2
CUSTOMER SUPPORT
2
FUNCTIONALITY
3
Reviewed December 2023
its okay, not the best to use
online only i am not that big of a fan on the price
CONSprice is not very good and it takes too long to process
Larisa
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 December 2023
Very easy for our clients to use
Okay for now, we wish it get offer more like making automatic transactions to our agency management system
PROSthat I can email a link for my client to make a payment
CONSfees associated with debit/credit card payments; I wish it can be integrated with our Applied Epic management system that will work with our accounting processing
Reason for choosing ePayPolicy
our underwriter recommended, so I decided to give it a try; so far so good, our accounting ok except it still requires manual entries to our agency management accounting system; at least it is easy for our clients to use
Janet
Insurance, 2-10 employees
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2023
Epay is Easy
Very easy to enter the information in for client and explaining to them with fee applies if pay by ACH or creditcard and getting payment confirmation right away.
PROSIt is easy for a client to understand how to make a payment even if they do not know how to use a computer.
CONSWe only use e-pay for payments not policies. It was confusing at first who the payer was and payment information.
Sarah
Insurance, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2023
Great addition to our Agency
During our initial onboarding all staff were very informative and helpful. Upon our roll out and needing assistance, customer service was just a phone call away and were very eager to assist with our questions.
PROSlive integration with AMS and a very user friendly platform
CONSAt this time we have not experienced any cons
Melissa
Insurance, 2-10 employees
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2023
ePayPolicy - An application we didn't know we needed!
Overall experience has been overwhelmingly positive!
PROSLove the accessibility, ease of use, and convenience for both our policyholders (paying us) and accounting department (to pay carriers/insurance vendors)
CONSThe percentage credit card fee - this can become quite pricy depending on the size of the transaction
Donna
Insurance, 2-10 employees
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
FUNCTIONALITY
5
Reviewed December 2023
Great product for the money it costs
Great, except for the 1099 at the end of the year. Premiums collected are not "INCOME" to my agency, they are gross premiums, 90% of which is the carrier's premium. Not taxable.
PROSEfficient collection of insurance premiums
CONSsending me a 1099 at the end of the tax year, which the IRS thinks is unreported income!
wadih
Insurance, 2-10 employees
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed December 2023
user friendly
it has been excellent, and it made clients pay their invoice faster and hassle free.
PROSEfficient and get the job done fast. client has been loving it and have not gotten a single question about how to use it.
CONSIt can use some improvement on how to generate payment.
Greg
Insurance, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2023
ePayPolicy review
I was reluctant at first...now I realize it was one of my better business decisions. Has helped with A/R tremendously.
PROSEase of setting up and collecting payments from clients
CONSI have no complaints regarding ePay Policy