# ePayPolicy Software Reviews, Demo & Pricing - 2026 > Review of ePayPolicy Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/insurance/epaypolicy-profile --- [Home](https://www.softwareadvice.com/) / [Payment Processing Software](https://www.softwareadvice.com/online-payment/) / ePayPolicy Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/insurance/epaypolicy-profile/reviews/)[Alternatives](https://www.softwareadvice.com/insurance/epaypolicy-profile/alternatives/) # ePayPolicy 2026: Benefits, Features & Pricing Wondering if ePayPolicy is right for your organization? Our Payment Processing Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview ePayPolicy 4.9 [(258)](https://www.softwareadvice.com/insurance/epaypolicy-profile/reviews/) FrontRunner 2026 Pricing Starting at $25.00 per month ### 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-party platforms such as FinancePro, Veruna, Jetfile, Novidea, QQCatalyst, Sagitta, and more. Wondering if ePayPolicy is right for your organization? Our Payment Processing Software selection experts can help you in 15 minutes or less. ## ePayPolicy User Interface ## Popular ePayPolicy Alternatives Main Product ePayPolicy 4.9 [(258)](https://www.softwareadvice.com/insurance/epaypolicy-profile/reviews/) Ratings Breakdown - 4.90Ease of use - 4.77Value for money - 4.83Customer support - 4.77Functionality Pricing Starting at $25.00 per month Get Price Alternative Product [PayPal](https://www.softwareadvice.com/retail/paypal-profile/) 4.6 [(26463)](https://www.softwareadvice.com/retail/paypal-profile/reviews/) Ratings Breakdown - 4.64Ease of use - 4.52Value for money - 4.25Customer support - 4.56Functionality Pricing Available upon request Get Price Alternative Product [Venmo](https://www.softwareadvice.com/retail/venmo-profile/) 4.7 [(9289)](https://www.softwareadvice.com/retail/venmo-profile/reviews/) Ratings Breakdown - 4.74Ease of use - 4.75Value for money - 4.41Customer support - 4.62Functionality Pricing Available upon request Get Price Alternative Product [Stripe](https://www.softwareadvice.com/product/49509-Stripe/) 4.6 [(3349)](https://www.softwareadvice.com/product/49509-Stripe/reviews/) Ratings Breakdown - 4.47Ease of use - 4.35Value for money - 4.23Customer support - 4.52Functionality Pricing Available upon request Get Price Alternative Product [Square Payments](https://www.softwareadvice.com/online-payment/square-payments-profile/) 4.7 [(2692)](https://www.softwareadvice.com/online-payment/square-payments-profile/reviews/) Ratings Breakdown - 4.71Ease of use - 4.48Value for money - 4.36Customer support - 4.62Functionality Pricing Available upon request Get Price Alternative Product [QuickBooks Online](https://www.softwareadvice.com/product/393202-QuickBooks-Online/) 4.3 [(8464)](https://www.softwareadvice.com/product/393202-QuickBooks-Online/reviews/) Ratings Breakdown - 4.24Ease of use - 4.16Value for money - 4.00Customer support - 4.27Functionality Pricing Starting at $38.00 per month Get Price ## ePayPolicy Pricing and Plans Starting price: $25.00 per month Free Trial Free Version Basic $25.00 per feature, per month No plan information available Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## ePayPolicy Features - Popular features found in Payment Processing ACH Payment Processing Billing & Invoicing Debit/Credit Card Processing In-Person Payments Mobile Payments Multi-Currency Multiple Payment Options Payment Fraud Prevention Payment Gateway Integration PCI Compliance Recurring/Subscription Billing Reporting/Analytics - More features of ePayPolicy Access Controls/Permissions Accounting Accounting Integration Activity Dashboard Activity Tracking Alerts/Escalation Alerts/Notifications API Audit Management Batch Processing Broker/Agent Portal Commission Calculations Commission Management Compliance Management Contact Management Credit Card Processing CRM Customizable Branding Customizable Fields Customizable Reports Customizable Templates Dashboard Data Security Dunning Management Electronic Payments Email Reminders ETL Insurance Policy Management Integrations Management Invoice Management Invoice Processing Multi-Period Recurring Billing Online Payments Partial Payments Payment Links Payment Processing Receipt Management Recurring Invoicing Refund Management Reminders Reporting & Statistics Search/Filter Secure Login Self Service Portal Status Tracking Third-Party Integrations Transaction History Transaction Monitoring ## ePayPolicy Integrations Applied CSR24 Integration rated undefined from -1 review NowCerts Integration rated undefined from -1 review Nexsure Insurance Platform Integration rated undefined from -1 review HawkSoft CMS Integration rated undefined from -1 review BindHQ Integration rated undefined from -1 review ## ePayPolicy User Reviews Overall Rating 4.9 Ratings Breakdown 5 90% 4 9% 3 0% 2 0% 1 0% Secondary Ratings Ease of Use 4.9 Value for money 4.8 Customer support 4.8 Functionality 4.8 EM EMMA M. Verified reviewer Insurance 2-10 employees Used weekly for more than 2 years Review source Reviewed March 2026 EMMA MONCADA AGENT 5 ALLWAYS EASY AND NEVER HAVE ANY PROBLEMS ALSO HELP ME TO RESOLVE SOME PROBELMS I DO HAVE INT THE PAST PRIOR CLAIM Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: EASY TO PROCESS THE PAYMENTA AND ALSO ALWAYS IT IS IN OUR SIDE TO MAKE EVRYTHING EASY TO US NEVER PROBLEMS Cons: N/A ALWAYS EASY TO DEAL WITH CUSTOMER AND EMAIL AND EVRYTHING IT IS EASY.. NEVER HAVE PROBLEMS NEVER ISSUES ALWYAS FINE Read More MB Mark B. Verified reviewer Insurance Self-Employed Used weekly for less than 2 years Review source Reviewed September 2025 ePayPolicy is the first choice in Insurance Payments. 5 I have had a very good experience with ePayPolicy for transactions under $10,000 it's my first choice company to use. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: Epaypolicy is the best insurance platform to accept payments from clients. Their Customer Support is great, the Learning Curve is really easy and intuitive, the clients information is held with the highest Security. Epaypolicy is a great Financial Management tool. It makes taking Credit Card Payments and check payments ACH very easy. I have not experienced any Bugs and Issues to help make the Sales and Purchases for clients using ePayPolicy the best available option. Cons: I dislike the link you get from epaypolicy to add to emails is really long. There are other companies and one I use is Anddone, when using them they have a shortend url code to add to emails. The reason I use ePayPolicy over Anddone is the money becomes available in my Trust Account Much Faster than using Anddone. Also the other Major dislike about using ePayPolicy is it has a $10,000 transaction limit, whereas Anddone has no limit and their fee's are lower. I use epaypolicy first to get the money first but for larger transactions I use Anddone. Reasons for choosing ePayPolicy Anddone wasn't on the list for insurance payments. I just put Adobe as a placeholder I didn't consider any of those other companies. I've been using ePayPolicy for several years now. It's great. I get paid faster using ePayPolicy for transactions up to $10,000 I still use Anddone for larger purchases it costs less to the client and they don't charge me the $25 monthly fee/$300 yearly fee ePayPolicy charges Insurance agents to use the service. Read More TE Tara E. Verified reviewer Insurance 11-50 employees Used monthly for more than 2 years Review source Reviewed May 2026 Makes receiving payments a breeze! 4 Has been worth the money, makes receiving payments a breeze. Again, I have the link in my email signature so it's always available. Ratings Breakdown 4 Ease of use 4 Value for money 4 Customer support 4 Functionality Pros: The simplicity of sending clients a link for payment has been great. I've put the link in my signature and can direct them to use it as needed. Cons: A bit of a wait for funds to clear, understandable but wish it was a slightly quicker turnaround time for the agency billed policies in particular. Read More lm lee m. Verified reviewer Financial Services 2-10 employees Used weekly for more than 2 years Review source Reviewed December 2023 Confusing and over priced CC & EFT processing 2 If I could find another company to process the payments for less I would use them. We do not do a large volume so I have not looked real deep on this matter. Ratings Breakdown 2 Ease of use 1 Value for money 1 Customer support 2 Functionality Pros: Gives us the ability to process down payments online Cons: Price and useability Why do they charge us a monthly fee when they are collecting Exorbitant fee's from the client's. Does not save clients info in their system for people you send invoices to on a regualr basis. Reasons for switching to ePayPolicy Money they even charged more than EPay. Read More XL Xin L. Verified reviewer Retail 2-10 employees Used daily for free trial Review source Reviewed May 2026 I love ePayPolicy 5 Ratings Breakdown 5 Ease of use 4 Value for money 5 Customer support 4 Functionality Pros: It values for the money and gives us support for servicing our customers. Credit card payments are also valued and welcomed by clients. Cons: Sometimes it has bugs and issues, the performance and speed needs to be improved maybe somehow. Overall is good. Read More PD Pedro D. Verified reviewer Insurance 2-10 employees Used daily for more than 2 years Review source Reviewed August 2025 Great addtion to any business. 5 Overall, I've had a great experience with ePay's services. It certainly has helped me bring in more income that I would otherwise missed out on. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: Adding ePay has made it easier to close more deals. Before I would have to turn away customers because I couldn't accept card payments. Their rates are competitive. It's easy to use payment links. Cons: My biggest gripe with using ePay is that emails are rquired. I work in an area where most of my customers don't have an email and only recently obtained a bank account. There should be a way to bypass this with a check box saying "a printed receipt was provided." in my insurance business, I always provide an itemized receipt including ePay's fee for the transaction. Another issue I have, is that deposits are not always deposited in a timely manner. some deposits will be broken up, even if they were taken on the same day. Reasons for switching to ePayPolicy I made the switch because of the higher cost to use their services. Instead of passing the transaction cost to the customer, they would deduct it from your deposit. Read More LM Larry M. Verified reviewer Insurance 2-10 employees Used daily for more than 2 years Review source Reviewed August 2025 Time and Money Savings for our agency. 5 Could not be happier. Saves us time, easy to use, easy to teach, can void if mistakes are made, and saves our agency money. Near perfect! Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: What we like the most about EPay is the ease of use for this product! From teaching the process to new employees to instantly telling us the credit card payment is invalid, it says us time and saves our agency money. Cons: Only con is not receiving instant notice if an ACH or ECheck is insufficent.This might not be a item that is available yet but sure hope it does become available in the future. Reasons for switching to ePayPolicy Saw the demo for EPay, and liked that it was invented by a insurance agent. Read More BM Bradi M. Verified reviewer Insurance 11-50 employees Used daily for less than 12 months Review source Reviewed August 2025 Absolute MUST HAVE for any agency that does a large volume of agency bill. 5 I tried 2 other payment providers and the ePay Policy experience has been the best. And least expensive! Ratings Breakdown 5 Ease of use 5 Value for money 4 Customer support 5 Functionality Pros: ePay Policy has made my agency billing so much easier. It is very simple to use. It integrates with my AMS. And, it allows my customers to choose their payment method, including premium financing and takes care of the merchant fees for me. Cons: No direct payment to my carriers. Which I heard is changing. And not integrated with my Premium Finance company of choice. Reasons for choosing ePayPolicy Integration with my AMS. Lower merchant fees. Quick batching of funds Reasons for switching to ePayPolicy They did NOT integrate with my AMS. They also sat on the funds for a few days. That does NOT bode well for people who often need their policy "today" Read More RS Richard S. Verified reviewer Insurance 2-10 employees Used weekly for less than 2 years Review source Reviewed August 2025 Convenient and Efficient! 5 Overall, it's a great system to use and it does save a lot of time. Pricing is very competitive and it helps my agency run more efficiently. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: I like ePayPolicy's ease of use especially sending out an invoice to the customer to pay directly online. I use to absorb the credit card fees and now it's all included on the invoice. A lot of my vendors also use ePayPolicy to accept payment so no more mailing checks! Cons: I wish my starting charge limit was bigger. They want me to send some financials and since I'm not necessarily caught up, I can't send those in so I'm stuck at lower limit. Reasons for switching to ePayPolicy I made the switch because of the invoicing and I feel that ePayPolicy is geared towards the insurance industry. Read More KB Kimberly B. Verified reviewer Insurance 2-10 employees Used daily for less than 6 months Review source Reviewed August 2025 Easy transition, love the platform 5 It was a super simple process from start to finish, and I am very happy with the decision to make the switch. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: How EASY it is, for both our insured's and for us to use. The onboarding and training were super simple, and the build out was streamlined and did not take much time. Cons: We have to make an invoice before a client can pay, and they cannot make a payment to us for any amount other than what is invoiced. We are getting used to it, but that was a big adjustment to take the time and create an invoice for each and every transaction vs just telling our client how much to pay. Reasons for switching to ePayPolicy To integrate with our AMS - Hawksoft. We are working at automating anything that can save us time, so we can focus on what we do best - serving our customers. Actually switched from Xpress Pay, but that was not in the list Read More Showing 1 - 10 of 258 Reviews [See All Reviews](https://www.softwareadvice.com/insurance/epaypolicy-profile/reviews/) ## ePayPolicy Popular Comparisons [PayPal vs ePayPolicy](https://www.softwareadvice.com/insurance/epaypolicy-profile/vs/paypal/)[Venmo vs ePayPolicy](https://www.softwareadvice.com/insurance/epaypolicy-profile/vs/venmo/)[Stripe vs ePayPolicy](https://www.softwareadvice.com/compare/49509-Stripe/vs/108153-epaypolicy/) [Compare All Alternatives](https://www.softwareadvice.com/insurance/epaypolicy-profile/alternatives/) ## Other Top Recommended Payment Processing Software [PayPal](https://www.softwareadvice.com/retail/paypal-profile/) **4.6** (26463) Recently recommended **0** times [QuickBooks Enterprise](https://www.softwareadvice.com/construction/qb-desktop-enterprise-profile/) **4.5** (20651) Recently recommended **0** times [Venmo](https://www.softwareadvice.com/retail/venmo-profile/) **4.7** (9289) Recently recommended **0** times [QuickBooks Online](https://www.softwareadvice.com/product/393202-QuickBooks-Online/) **4.3** (8464) Recently recommended **0** times Stuck Between Options? 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