All ePayPolicy Reviews

1-25 of 132 Reviews

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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.

Sylvia

Insurance, 2-10 employees

Used daily for less than 6 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

Best Product for Payment Processing

PROS

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.

CONS

The 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

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 product

I am thankful for the option for me and my clients

PROS

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

CONS

Changing 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

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

Reliability and User Friendly

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

PROS

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

CONS

The 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

Katherine

Insurance, 2-10 employees

Used daily for more 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

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed December 2023

Great product for easily collecting payments!

PROS

Using epay makes collecting payments easy-- we can send a payment page link to customers and even a link to a prefilled page where all the customer needs to do is fill in their payment info. Plus, we do not have to absorb any processing fees-- these are easily included in the customer total. The payment notifications can go to any staff that need to record the info and for month-end reconciliations, I can sort payments by our various accounts.

CONS

I wish I could get a downloadable spreadsheet of batches for my month-end reconciliations. The website is slow, comparatively speaking, on pulling up info and reports.

User Profile

Nick

Verified reviewer

Insurance, 2-10 employees

Used daily 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

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2023

EPay Policy is a Game Changer!

PROS

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

CONS

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

Daniel

Insurance, 2-10 employees

Used daily for more 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

5

FUNCTIONALITY

5

Reviewed December 2023

Don't know what is asking

Very good overall experience with Epay use in office.

PROS

What I like about Epay is one of the most easiest and convienent tools we have to work with.

CONS

The least thing I didn't like about epay was the fee amounts are a bit higher than a few other companies that have asked to switch over and sometimes the amount of time it takes to secure payments at 100%.

Michael

Insurance, 2-10 employees

Used daily for more 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

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2023

Best value in billing policy processing!

It has always been a great experience in the time I have been with epay.

PROS

I have been using epay for years now for insurance premium payments. Many of the GAs I work with also use them. Best value or cc or echeck processing that I have been able to found and super easy to use!

CONS

Nothing that I can think of at the moment.

Jessica

Insurance, 11-50 employees

Used weekly for more 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

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2023

easy & fast digital payments

PROS

ePayPolicy is easy to use for both admins and payers. The interface is streamlined and simple to understand. Fees are very transparent.

CONS

I wish we could set up invoices with more than one payment amount option so people could select the amount which is required for their preferred installment plan. Also, most of our users don't remember that they can set up custom invoice links so they spend a lot of time typing out emails with instructions to send with the basic link. Maybe they don't feel like they are "allowed" to sign into our account or they just forget that it's an option? Better training on that feature would be helpful.

Tracy

Insurance, 11-50 employees

Used daily for more 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

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2023

We love ePay

Our overall experience is very positive.

PROS

Our staff and clients love the ease of use and flexibility of the product.

CONS

There are no real cons to the product. Some clients do not like the charges, but we do waive them occasionally.

Joan

Insurance, 11-50 employees

Used daily 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

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2023

EPAY where have you been hiding?

I was skeptical at first I was won over very quickly once we started using EPAY. It is actually like having an extra employee on board handling intital deposits and collections.

PROS

I literally do not have to do any extra work I actually do less in collecting of premiums payments from our customers

CONS

Honestly there really isn't anything I dislike about EPAY

LIVIO

Insurance, 2-10 employees

Used daily 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

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2023

It pays to ePay!

PROS

The ease of use and the ability to immediately take payments has made my agency much more productive. It saves us so much time and money, not having to 'chase down' payments from customers promising to mail us the payment.

CONS

I have no cons. My needs are very basic and ePayPolicy suits them very well.

Timothy

Insurance, 11-50 employees

Used daily for less than 2 years

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

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed December 2023

Excellent Option for Insurance Payments

PROS

During implementation, we requested a number of changes for the client-facing interface, and the technicians at ePayPolicy were very helpful.

CONS

The initial client interface was a bit mysterious for our clients, however ePayPolicy assisted us in making the site more user-friendly.

Chester

Insurance, 11-50 employees

Used daily 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

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2023

Great Payment Processer

PROS

The User Interface is simple to use on both sides of the transactions. The fee structure is simple and cost effective.

CONS

The only con was we needed to update out single transaction processing limit. once that was complete, we were 100% happy!

Jaimee

Insurance, 1 employee

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

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2023

Eazy Peazy

Mostly positive, problems I've had were addressed quickly

PROS

My clients like the ease of using ePay to pay their premiums; I too appreciate being able to easily pay my carriers and wholesalers. The platform is pretty straight forward to use and you can customize your individual page which is a nice feature.

CONS

I don't like having to pay when I send payments--I pay a monthly fee to ePay so I should be exempt from those payment sending fees! I also don't think the "back" pages where admins check what's going on are very user friendly--it can be challenging.

Karl

Insurance, 2-10 employees

Used daily 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

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2023

Payment Processing

PROS

Ease of working with the system and company reps

CONS

If using a credit/debit cardd the transaction fee is on the high side

Vivienne

Insurance, 2-10 employees

Used daily 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

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2023

Makes my everyday workload easy!

I use ePayPolicy to process payments daily for our insureds. It makes my job easier knowing i can email the clients their receipts directly from the portal.

PROS

Processing and fess are clear in an easily articulated interface.

CONS

I wish there were a way to send the processing receipt to multiple emails.

Chris

Insurance, 2-10 employees

Used weekly for more 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

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2023

Excellent software and always recommend to other agents

Highly positive experience, love working with ePay.

PROS

I have loved using ePay policy ever since I heard about it on a podcast years ago. I started my own Youtube channel and always recommend it to other agents/agencies out there!

CONS

Speed of getting money into bank account is sometimes slower than I would like

Valley

Insurance, 2-10 employees

Used daily 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

EPAY POLICY REVIEW

WONDERFUL I RECCOMEND IT TO EVERYONE AND MOST INSURANCE WHOLESALERS USE EPAY

PROS

QUICK AND EASY PROCESS TO COLLECT PAYMENTS FROM CUSTOMERS.

CONS

THE TIMEFRAME ON HAVING THE MONIES DEPOSITED INTO BANK ACCOUNT. TAKES A BIT OF TIME TO RECEIEVE MONIES.

Kaitlin

Insurance, 2-10 employees

Used weekly for more 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

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2023

Easy to use

It's been very helpful in so many ways. I get notified when a payment is made. Also when a batch is taken out.

PROS

It helps with our customers that can't come into the office to make payments.

CONS

The fees on credit/debit card fees would be my least thing I like about it.

LUIS

Insurance, 2-10 employees

Used weekly for more 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

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2023

EASY TO USE EPAY

SO FAR SO GOOD, I LIKE HOW EASY IT'S BEEN FOR OUR TEAM TO USE IT.

PROS

SUPER EASY TO USE IS THE BIGGEST TAKE AWAY FOR OUR AGENCY

CONS

THE FEES ON CC I THINK THEY SHOULD BE CAPPED IF POSSIBLE

Reason for choosing ePayPolicy

MARKETING COLD CALL FROM A REP A COUPLE OF YEARS AGO

Showing 1 - 25 of 132 Reviews