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!

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.

I wish we would customize the skin or colors for our branding.

ePayPolicy is reliable and user friendly.

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

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

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

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

We are able to close files faster without having to wait for paper checks to arrive in the mail.

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.

We've been using ePayPolicy for several years and we haven't had any bad experiences.

I am overall very happy with how simple everything is.

Simple is the name of the game. It integrates easily with My Invoicing software and Clients are easily able to make payments with it.

Fees charged to clients are high. $10 fee for ACH is too much

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.

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.

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

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.

The system does move a bit slow when you are logged in to your main portal. But never on the payment processing side.

I am thankful for the option for me and my clients

Ease of use is great and quick and simple for clients to pay too

Changing accounts is cumbersome when I want my deposit account to change

ePay Policy has simplified the payment process from our clients and decreased our expenses compared to typical merchant processing fees

Our clients can easily access which has reduced our physical check processing by half and enhanced timeliness of payments!

The few errors we have had occur have been on the client side with input error; however, the transaction declines are appreciated.

They make set up a breeze and it is integrated with our management system now too.

The integration piece is a bit clunky because of the way we process agency-billed payments but they provided a workaround that flows well.

I've had a very positive experience with ePayPolicy in terms of the product features and customer service.

Having a custom payment portal for our business; being able to provide a custom payment link to our clients; ease of processing.

Refund 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.

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.

It 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.

I 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.

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.

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.

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.

ePayPolicy has helped our business grow with online, in-person and phone payments. This saves the customer time as well as our office.

Online, phone or in-person payments is what we like most about ePayPolicy.

Nothing comes to mind that would warrent a discussion about least liked.

very positive. most of our carriers use it to make it ez to pay them

local office in El Campo and Austin. The easiness it is to use

premium cost added to pay for bank and credit card

What you see is what you get! It is easy to use from the agent side as well as the end user!

It does not integrate with our agency management system.

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.

Simplicity of the payment site and the ease of sending the link to clients

The admin site is quite slow, but it does its job.

online only i am not that big of a fan on the price

price is not very good and it takes too long to process

Okay for now, we wish it get offer more like making automatic transactions to our agency management system

that I can email a link for my client to make a payment

fees 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

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.

It is easy for a client to understand how to make a payment even if they do not know how to use a computer.

We only use e-pay for payments not policies. It was confusing at first who the payer was and payment information.

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.

live integration with AMS and a very user friendly platform

At this time we have not experienced any cons

Overall experience has been overwhelmingly positive!

Love the accessibility, ease of use, and convenience for both our policyholders (paying us) and accounting department (to pay carriers/insurance vendors)

The percentage credit card fee - this can become quite pricy depending on the size of the transaction

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.

Efficient collection of insurance premiums

sending me a 1099 at the end of the tax year, which the IRS thinks is unreported income!

it has been excellent, and it made clients pay their invoice faster and hassle free.

Efficient and get the job done fast. client has been loving it and have not gotten a single question about how to use it.

It can use some improvement on how to generate payment.

I was reluctant at first...now I realize it was one of my better business decisions. Has helped with A/R tremendously.

Ease of setting up and collecting payments from clients

I have no complaints regarding ePay Policy