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Josh P.
Advisor, 7 years
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Updated December 12, 2025
Agency Matrix vs ePayPolicy: Which is best for you?
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1 million+ businesses helped
2 million+ verified software reviews
Starting Price
Pricing available upon request
$25.00
per month
Free Trial
Free Version
Screenshots
and Demo
and Demo
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Top Rated
Features
Features
Document Management
3.0
Insurance Policy Management
2.70
Contact Management
2.67
See All
Customizable Branding
5.0
Electronic Payments
4.89
Online Payments
4.88
See All
Integrations
See All
See All
Pros / Cons
- The main client screens are easy to understand.
- They would roll them out before testing, so agents would suffer features not working, new bugs continuously popping up, and the system being down for hours and sometimes days.
Read more
- The invoice feature is another huge plus, allowing us to email invoices directly to clients and pay carriers through the Payables feature.
- the limit of $1000 imposed and the fact we have to go to the payment page to make the payment and cannot do it in the same page as the information.
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Ease-of-Use
3.7/ 5
Highest performing feature
in the comparison
4.9/ 5in the comparison
Value for Money
3.7/ 5
Highest performing feature
in the comparison
4.8/ 5in the comparison
Customer Support
3.4/ 5
Highest performing feature
in the comparison
4.8/ 5in the comparison
Functionality
3.4/ 5
Highest performing feature
in the comparison
4.8/ 5in the comparison
Support Options
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Training Options
In Person
Live Online
Webinars
Documentation
Videos
In Person
Live Online
Webinars
Documentation
Videos
FrontRunners
N/A
FrontRunners 2026
Advisor
Recommendations
Recommendations
N/A
N/A
Ideal Customer Size
Small
Medium
Large
Small
Medium
Large
Deployment Options
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad
