# Compare Agency Matrix vs ePayPolicy 2026 | Capterra > Unsure of what to choose? Check Capterra to compare ePayPolicy and Agency Matrix based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/50949-198072/Agency-Matrix-vs-ePayPolicy --- # ePayPolicy vs Agency Matrix Features and Cost Comparison Last updated March 13th, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/) Your comparison: ePayPolicyAgency Matrix2/4 selected [ePayPolicy](https://www.capterra.com/p/198072/ePayPolicy/)[4.9 (247)](https://www.capterra.com/p/198072/ePayPolicy/reviews/) [Agency Matrix](https://www.capterra.com/p/50949/Agency-Matrix/)[3.7 (104)](https://www.capterra.com/p/50949/Agency-Matrix/reviews/) [## ePayPolicy](https://www.capterra.com/p/198072/ePayPolicy/)[4.9 (247)](https://www.capterra.com/p/198072/ePayPolicy/reviews/) Starting Price $25.00/month Value-for-Money 4.8 Functionality 4.8 Ease of Use 4.9 Customer Service 4.8 Reviews Sentiment PG RD SC Based on [247 reviews](#user-reviews) Positive 245 Neutral 0 Negative 2 [## Agency Matrix](https://www.capterra.com/p/50949/Agency-Matrix/)[3.7 (104)](https://www.capterra.com/p/50949/Agency-Matrix/reviews/) Starting Price Contact vendor Value-for-Money 3.7 Functionality 3.4 Ease of Use 3.6 Customer Service 3.4 Reviews Sentiment CC MK GT Based on [104 reviews](#user-reviews) Positive 68 Neutral 14 Negative 22 ## Send this comparison chart to my inbox ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. ## Summary * * * Features in Insurance Software 21 / 50 Only ePayPolicy - Access Controls/Permissions - Accounting Integration - Alerts/Notifications Best performer 25 / 50 Only Agency Matrix - Calendar Management - Client Management - Client Portal User satisfaction User satisfaction 4.9 User reviews[247](https://www.capterra.com/p/198072/ePayPolicy/reviews/) Ease of use 4.9 Functionality 4.8 Value for money 4.8 Customer support 4.8 User satisfaction 3.7 User reviews[104](https://www.capterra.com/p/50949/Agency-Matrix/reviews/) Ease of use 3.6 Functionality 3.4 Value for money 3.7 Customer support 3.4 Price starts from Price starts from $25Per Feature, Per Month - Free version - Free trial Price starts from \-- - Free version - Free trial Best for Best for Independent Agents, MGAs, Brokers, Carriers, Premium Finance Companies Best for Independent insurance agencies and brokers in the United States. ## User reviews Pros & cons PEG Paul E G. Agency Owner > "What I like most is I can invoice the customer and give them an option to pay EFT or credit card with a 3.5 fee. Or EFT with a..." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7005274) BR BECKY R. ACCOUNTING MANAGER > "WE DO NOT HAVE THE ABILITY TO DECLINE PAYMENTS BEFORE THEY ARE POSTED. WHEN A PAYMENT NEEDS TO BE RETURNED THERE ARE SEVERAL DAYS..." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7000990) RD Rosalie D. President > "The branded payment page adds a polished touch, and the ability to accept ACH and card payments within 24 hours has dramatically..." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6883470) SK Stephanie K. Insurance Agent > "Clients often have to pay processing fees (especially for credit card payments), which can cause friction or..." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6883270) SC Stacey C. Account Executive > "Also, ePay is integrated into our management system when a client pays us it automatically reconciles that payment and it's..." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6883471) NL Nimisha L. Principal Owner > "Emails - Should be able to mask the email with the agency name. As it may goto client spam box or they may not trust it as its not..." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6883550) VR Verified Reviewer Accounting and Operations > "Our clients can simply and securely pay their premiums via a link we have available on our invoices and email without any..." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6882366) MB Mark B. Insurance Agent-Broker > "Also the other Major dislike about using ePayPolicy is it has a $10,000 transaction limit, whereas Anddone has no limit and their..." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7005236) JL Jing L. Accountant > "It made collecting payments from clients much more efficient, and the integration with our existing accounting system saved us a..." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7005190) BF Brendan F. Insurance Broker > "I was unable to locate the created invoice in our AMS system using the account number or invoice number." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6883228) TK Tabatha K. Account Manager > "I also always let the client know when making their ACH or Credit card payments their payment information is safe and secure as..." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6882364) KW Kurt W. Agency Owner > "Before having ePayPolicy I had no way other than checks for payment in full for insurance policies that didn't offer payment plans" [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7005195) SH Sojha H. Principal > "Payments come in quickly, deposits are reliable, and I can keep better track of my sales and client payments all in one place." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7005708) DW Diana W. CSR > "It is sometimes difficult for customers to find their invoices if they enter the wrong zip code, etc." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7000520) BC Branda C. Agent > "Being able to accept credit card payments and having a professional looking payment landing page for my clients." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7000540) BE Brianna E. Accounts Receivable > "Also if there are credits on the account (which are unseen to insured), payment is not taken and can sometimes be overlooked and..." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7000917) BB Bobbi B. Commercial Agent > "We just started with ePay but so far it is proving to be very useful to our agency, particularly with speeding up the time it..." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7000451) SF Sam F. VP of Underwriting > "It is hard to get things processed or checked through the admin side of the website." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6882342) NL Nimisha L. Principal Owner > "She told me I was an angel (lol) because she was able to make her premium payment right from her couch—without writing checks,..." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6883550) BM Barbara M. Owner > "The lag time on if a echeck is insufficent is the only thing that is bothersome. " [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6882339) CD Clay D. CFO > "Site integrations are very robust and we're able to plug in other tools like premium finance and back end processing." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7005661) PD Pedro D. CEO > "Another issue I have, is that deposits are not always deposited in a timely manner." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6882604) MB Matthew B. agent manager > "ease of the service, ability to send links or just create invoices, refund policy is great as well, all around great service" [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7000496) MB Mark B. Insurance Agent-Broker > "I dislike the link you get from epaypolicy to add to emails is really long." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7005236) DR Damon R. Agency Principal > "We also find the program to pay our wholesales directly very easy and creates tracking for us as well." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6882304) CC Catherine C. Operations Manager > "Sometimes it is difficult to explain to clients why the card fees are a percentage." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7006444) ALM Ana Laura M. President > "The system is safe and secure and makes the client feel more comfortable by avoiding having to give their banking info to process..." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7005631) JH JORDAN H. Sr. VP - Director of Operations > "Having to split larger transactions is frustrating." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6882299) AG Angela G. Insurance Broker > "I am thankful that it provides clients with the option to pay with a bank account or a credit card." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6882327) LK Leslie K. Agent > "Credit card and ACH fees, but I know that can't be helped." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6882308) ALM Ana Laura M. President > "It has given my business the ability to keep up with the times and new ways of conducting business." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7005631) DW Diana W. CSR > "It has highlighted some issues on our agency's side." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7000520) TK Tabatha K. Account Manager > "It is a great tool that helps our clients pay their agency billed payments quickly and conveniently. " [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6882364) TF Tanner F. Account Executive and Member > "The website is slow to load." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6883459) LS Lois S. Accounting > "Our clients love the option to pay for their agency bill invoices online." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7005187) AH Andrew H. Insurance Agent > "Sometimes we need to send refunds to clients, and I have to hand write checks which I hate because it is time consuming." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6081697) AJ Adrienne J. Vice President > "Great addition to have an option for payments to offer clients and easy to add link to email footer for them to use." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7005655) DV Donna V. Agency Principal > "Premiums collected are not "INCOME" to my agency, they are gross premiums, 90% of which is the carrier's premium." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6081932) LO Luis O. PRESIDENT > "It’s user-friendly, fast, and secure, which gives our customers peace of mind while helping us streamline operations." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7005579) SM Stacy M. Commercial Lines Manager > "The payment amount cap has created a few issues on larger accounts attempting to make their premium payments." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6081374) KC Kelley C. Account Executive > "The platform is user-friendly, secure, and integrates seamlessly with our agent management system." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7005570) TK Tracey K. Commercial Insurance Agent > "Honestly i do not think i have anything that i dislike about epay system." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7000444) GG Gregory G. CEO > "ePayPolicy is easy to use; it has improve our agency's workflow and really helps with "just in time" situations when policies need..." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7005789) LM Lee M. owner > "Price and useability Why do they charge us a monthly fee when they are collecting Exorbitant fee's from the client's. " [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6081296) AB Ava B. Senior Account Manager > "My experience with ePay has been in assisting our clients to process their payments to our agency. " [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6882279) AH Andrew H. Insurance Agent > "I have to click several links to get to it, which is annoying since it's one of only two features I use." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6081697) CB Carmen B. CEO > "I run a small agency, and finding a reliable way for clients to make payments was a top priority." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7000484) DK Diane K. Accounting > "Sometimes the time between client payment and the money getting to our account seems excessive." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6081864) SC Stacey C. Account Executive > "The Convenience of selecting a button and a payment link is sent to a client is Fabulous." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6883471) BM Betty M. Owner > "Delay waiting for funding (not their fault but still can take a few days to get funded)." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6081240) VB Victoria B. Agency Owner > "I also appreciate that the fees are passed on to the client automatically, so we don’t have to manage them manually." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7000494) KS Kaitlin S. Office Manager > "The fees on credit/debit card fees would be my least thing I like about it." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6081391) MB Mark B. Insurance Agent-Broker > "It makes taking Credit Card Payments and check payments ACH very easy." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7005236) BA Brandy A. Agency Owner > "We are unable to set up reoccurring payments without action from the client." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6081847) DB Deborah B. Owner > "It provides my clients an easier way to pay their premiums." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7002081) DM Douglas M. President > "It does not integrate with our agency management system." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6081694) RV Roxana V. Director, Finance Management > "The user-friendly interface makes ePay the best solution for our business needs. " [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7004092) KH Kristi H. CSR > "The cost of running a credit card it getting to high." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6081772) AH Adam H. Vice President > "The support and constant improvement sought by the organization gives me confidence that this partnership is truly a must have..." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7005594) CR Cheryl R. Account Manager > "I feel $10.00 is a bit much." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6081712) SH Sojha H. Principal > "It has really simplified my financial management by keeping everything organized and easy to track." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7005708) CE Cindy E. ceo > "price is not very good and it takes too long to process" [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6087187) [View Reviews](https://www.capterra.com/p/198072/ePayPolicy/reviews/) CC Chris C. Owner/Manager > "Tech support and customer service were both great - and that's good because you WILL need tech..." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___3778326) NT Nate T. COO > "you landing pages and client pages have abunch of wasted real estate due to a failure to move the..." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___7046446) MK Michelle K. Vice President > "The one thing I did like was when typing Certificates the system auto filled almost everything." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___3199583) NT Nate T. COO > "Programming team is sub par at best, no SQL support and very hard to get htem on the phone" [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___7046446) GT Greg T. V-President > "The videos in most cases allow you to setup your agency in a long weekend and minor tweaks..." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193144) KM Kaitlyn M. Account executive > "The slowness when opening attachments, sending emails looked very funny from the system and we never..." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___6508316) BL BLANCA L. Agent/ Owner > "I have been using Agency Matrix maybe like the past 15 years or more, I was employed and that..." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193246) NT Nate T. COO > "wasted a decade of my agency time with this." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___7046446) MA Maria A. agent > "That I can text and send payment alert to my clients, keep their information on file and check my..." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193245) VR Verified Reviewer Owner > "The support its non existent, you email support nothing - call one one picks up you leave a message..." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#GetApp___5001220) SH Sharon H. President > "Being able to travel and still take care of your clients because I have to software to access at all..." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193133) KM Kaitlyn M. Account executive > "Not the easiest to do commissions." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___6508316) EA ESSAM A. President > "The number of users and price and it’s geared more to commercial and the scanning is better than..." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2200461) CC Chris C. Owner/Manager > "It did NOT bring in policy coverages when transferring to Agency Matrix." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___3778326) RH ROBERTA H. Office Manager > "Having Agency Matrix as our agency management system for over 5 years has helped us manage things..." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2200489) AB Allegra B. Executive Assistant > "Every update they have done has led to serious system outages, glitches, and causing tasks to take..." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___3092271) LT LESLIE T. owner > "I am also pleased with the updates they provide as they integrate new ideas making their product..." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2209835) JB Jacob B. Insurance Agent > "No customer service" [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#SoftwareAdvice___6206969) BE Brannon E. Owner > "I like the amount of features that can be utilized inside the software." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193425) CD Christian D. Owner/Agent > "It's a mess of useless crap that you have to sort through to make anything useful and even then it..." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___4717127) RR Rubymir R. Office Owner > "I also loved received an email in my inbox with the items due for that day." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2194027) CC Chris C. Owner/Manager > "Instead of an improvement from Insurance Pro as we were told, it's simply causing so much more work..." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___3778326) BD Brittany D. Insurance Agent > "I also really like the availability of training videos on the site." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2634365) RA Robyn A. Account Executive > "It is not that easy to use, often times we need to put in information more than once before the..." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___4319589) AO Amy O. Owner > "When we started our agency they were also relatively new so we felt like they took the time to truly..." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2209811) ME Marcus E. Principal Agent > "It can be overwhelming at first" [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___3854885) AO ANTONIO O. Manager > "Initial Price vs benefit was great. As it has evolved, new features have come handy." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2200926) SH SHEILA H. OFFICE MANAGER > "I have to ok it a couple of times before it will actually scan so it takes alot of unnecessary time..." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2209665) SP Staci P. owner > "There are a lot added options for those who have the time to figure it out. " [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193171) SE Stacy E. Owner > "I had to leave messages and call back many times before someone would actually talk to me about it...." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2202021) GD GARY D. COMMERCIAL ACCOUNT MANAGER > "EASY TO STORE CLIENT INFORMATION, CLIENT SEARCH WORKS WELL. " [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2200898) BR Ben R. Sales Agent > "Features sometimes don't work properly. When a software update comes out it will sometimes resets..." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193243) JC James C. owner agent > "Its not a big giant system just a good easy to use system that does most task a smaller agency would..." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2201054) RR Rubymir R. Office Owner > "Recurring problems when sending emails from Agency Matrix and pdf files" [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2194027) SC Steve C. President > "With each update is a new learning curve for staff. " [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193113) DC David C. Owner > "It is tedious to enter carrier names, addresses, naic numbers, etc" [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2194230) SE Stacy E. Owner > "As a new owner of an agency I am 100% for change, but only if it makes things better." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2202021) BE Brannon E. Owner > "A lot of the features are overwhelming and do not understand what the workflow is or how to best use..." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193425) GD GARY D. COMMERCIAL ACCOUNT MANAGER > "IT'S AN EFFECTIVE WORKAROUND, BUT IT'S JUST CUMBERSOME. " [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2200898) MK Michelle K. Vice President > "The customer service was terrible." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___3199583) SE Stacy E. Owner > "We like how easy it is to access our customers information." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2202021) SE Stacy E. Owner > "I hate that the product is made for car insurance, which we do not sell." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2202021) CG Cindy G. Owner > "Very useful to store customer’s info." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2201182) AM Adam M. Owner > "There are no good options for interacting in real time with clients." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2200473) DB Donna B. Office Manager/Agent > "Our transition was slow, but she was patient and super helpful. " [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2208159) AO ANTONIO O. Manager > "Reports name and descriptions are really confusing and set expectations that are not met by them." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2200926) MS Mark S. owner > "There are some functions that are user friendly." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2200662) MM Monica M. Owner > "There is no way to reconcile my agency sweep account. " [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2212807) SR Stephen R. Owner > "I like the ease of use and customer support prior to ITC" [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193073) JT Joanne T. co owner > "the font on reports are extremely small and hard to read" [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193760) JC Joan C. Owner > "I like the easy and ability to work anywhere with the system" [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193194) MW Michele W. Owner/Agent > "It is sometime difficult and time consuming to set up new functions or companies." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2200514) CS Cheryl S. owner > "The company has provided excellent support & training. " [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193219) AO ANTONIO O. Manager > "We had to learn most of them by Try & error, and we may still not have mastered all features." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2200926) CM Cecilia M. owner > "I like it that the training when we started was very helpful" [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2208065) MM Monica M. Owner > "Setting up custom letters is very difficult. " [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2212807) AN Amy N. Owner > "At the time I purchased, the price was very attractive. " [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2209941) JC James C. owner agent > "I really wish the downloads sysem had an undo button." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2201054) JR Jeff R. Agency Owner > "It was pretty easy to use, and add/update data" [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193090) BE Brannon E. Owner > "Currently looking for a new CRM just because the support level is zero." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193425) JC Joan C. Owner > "Easy of use and understanding with someone always there if you should need help" [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193194) GG GUSTAVO G. OWNER > "WHAT I DONT REALLY LIKE ABOUT THIS SOFTWARE IS THE TRAINING VIDEOS IS NOT TO HELPFUL" [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193694) JR Jeff R. Agency Owner > "It's been a good experience so far and with independence 1 month away, I'm hoping it stays that way!" [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193090) SC Steve C. President > "Certificate process needs a lot more work. " [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193113) BS Bob S. Owner > "Easy to use and making changes." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193096) GC Grace C. Owner > "It has been hard on occasion to get a hold of customer service." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2204641) WD William D. Owner > "Friendly to use." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2204935) DC David C. Owner > "The initial set up can be cumbersome. " [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2194230) CM Cecilia M. owner > "I really enjoy using the easy system" [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2208065) LF LAQUICA F. Agency Principal > "when having commercial clients it is not as easy as I have had. " [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2200590) DB Donna B. Office Manager/Agent > "SENSITIVE CONTENT HIDDEN\], our trainer, was wonderful. " [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2208159) LA Leslie A. Office Administrator > "The reports are not as easy to work up as you would think." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193142) JU John U. OWNER BROKER > "Its been easy to use." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2200725) MS Mark S. owner > "A great deal of repetitive entry." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2200662) [View Reviews](https://www.capterra.com/p/50949/Agency-Matrix/reviews/) ## User interface 4.88 (247) [Agency Matrix](https://www.capterra.com/p/50949/Agency-Matrix/) 3.71 (104) ## Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ### Features ePayPolicy 21/50 - Access Controls/Permissions - Accounting Integration - Activity Dashboard - Activity Tracking - AI Copilot - Alerts/Notifications - API - Audit Trail - Calendar Management - Claims Management - Client Management - Client Portal - Commission Calculations - Commission Management - Configurable Workflow - Contact Database - Contact Management - Customizable Branding - Customizable Fields - Customizable Forms - Customizable Reports - Customizable Templates - Document Management - Document Storage - Document Templates - Email Management - Email Marketing - Forms Management - Generative AI - Insurance Policy Management - Insurance Rating - Invoice Management - Lead Management - Life & Health - Monitoring - Pipeline Management - Policy Management - Property & Casualty - Quotes/Estimates - Real-Time Reporting - Referral Tracking - Reminders - Reporting & Statistics - Risk Assessment - Search/Filter - Self Service Portal - SSL Security - Status Tracking - Task Management - Third-Party Integrations [See all features](https://www.capterra.com/p/198072/ePayPolicy/#features) Agency Matrix Top features 25/50 - Access Controls/Permissions - Accounting Integration - Activity Dashboard - Activity Tracking - AI Copilot - Alerts/Notifications - API - Audit Trail - Calendar Management - Claims Management - Client Management - Client Portal - Commission Calculations - Commission Management - Configurable Workflow - Contact Database - Contact Management - Customizable Branding - Customizable Fields - Customizable Forms - Customizable Reports - Customizable Templates - Document Management - Document Storage - Document Templates - Email Management - Email Marketing - Forms Management - Generative AI - Insurance Policy Management - Insurance Rating - Invoice Management - Lead Management - Life & Health - Monitoring - Pipeline Management - Policy Management - Property & Casualty - Quotes/Estimates - Real-Time Reporting - Referral Tracking - Reminders - Reporting & Statistics - Risk Assessment - Search/Filter - Self Service Portal - SSL Security - Status Tracking - Task Management - Third-Party Integrations [See all features](https://www.capterra.com/p/50949/Agency-Matrix/#features) ### Recognition ePayPolicy is recognized as a top-rated tool in 3 Capterra Shortlist reports No recognitions have been awarded to Agency Matrix ### Deployment & support ePayPolicy Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Agency Matrix Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos ### Company Details ePayPolicy - By ePayPolicy - Located in United States - Founded in 2014 Agency Matrix - By Zywave - Located in United States - Founded in 1995 ## Popular Comparisons [ePayPolicy](https://www.capterra.com/p/198072/ePayPolicy/)[4.88 (247)](https://www.capterra.com/p/198072/ePayPolicy/reviews/) vs [PayPal](https://www.capterra.com/p/207944/PayPal/)[4.65 (26,396)](https://www.capterra.com/p/207944/PayPal/reviews/) $25/month Price $0.29 4.8 Features 4.6 4.9 Ease of Use 4.6 [View full comparison](https://www.capterra.com/compare/198072-207944/ePayPolicy-vs-PayPal) [Agency Matrix](https://www.capterra.com/p/50949/Agency-Matrix/)[3.71 (104)](https://www.capterra.com/p/50949/Agency-Matrix/reviews/) vs [Jenesis 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(141)](https://www.capterra.com/p/70671/Applied-Epic/reviews/) Contact vendor for pricing Price $1000one time 3.4 Features 4.1 3.6 Ease of Use 3.8 [View full comparison](https://www.capterra.com/compare/50949-70671/Agency-Matrix-vs-Applied-Epic) [ePayPolicy](https://www.capterra.com/p/198072/ePayPolicy/)[4.88 (247)](https://www.capterra.com/p/198072/ePayPolicy/reviews/) vs [Stripe](https://www.capterra.com/p/123889/Stripe/)[4.60 (3,336)](https://www.capterra.com/p/123889/Stripe/reviews/) $25/month Price Contact vendor for pricing 4.8 Features 4.5 4.9 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/123889-198072/Stripe-vs-ePayPolicy) [Agency Matrix](https://www.capterra.com/p/50949/Agency-Matrix/)[3.71 (104)](https://www.capterra.com/p/50949/Agency-Matrix/reviews/) vs [NowCerts](https://www.capterra.com/p/132779/NowCerts/)[4.77 (150)](https://www.capterra.com/p/132779/NowCerts/reviews/) Contact vendor for pricing Price $99/month 3.4 Features 4.7 3.6 Ease of Use 4.7 [View full comparison](https://www.capterra.com/compare/50949-132779/Agency-Matrix-vs-NowCerts) [ePayPolicy](https://www.capterra.com/p/198072/ePayPolicy/)[4.88 (247)](https://www.capterra.com/p/198072/ePayPolicy/reviews/) vs [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[4.34 (8,439)](https://www.capterra.com/p/190778/QuickBooks-Online/reviews/) $25/month Price $38/month 4.8 Features 4.3 4.9 Ease of Use 4.2 [View full comparison](https://www.capterra.com/compare/190778-198072/QuickBooks-Online-vs-ePayPolicy) [Agency Matrix](https://www.capterra.com/p/50949/Agency-Matrix/)[3.71 (104)](https://www.capterra.com/p/50949/Agency-Matrix/reviews/) vs [AgencyBloc AMS+](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/)[4.73 (129)](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/reviews/) Contact vendor for pricing Price $109/month 3.4 Features 4.5 3.6 Ease of Use 4.7 [View full comparison](https://www.capterra.com/compare/50949-105829/Agency-Matrix-vs-AgencyBloc-for-Health-Life-Insurance) [ePayPolicy](https://www.capterra.com/p/198072/ePayPolicy/)[4.88 (247)](https://www.capterra.com/p/198072/ePayPolicy/reviews/) vs [Square Payments](https://www.capterra.com/p/170278/Square-Payments-Processing/)[4.67 (2,682)](https://www.capterra.com/p/170278/Square-Payments-Processing/reviews/) $25/month Price Contact vendor for pricing 4.8 Features 4.6 4.9 Ease of Use 4.7 [View full comparison](https://www.capterra.com/compare/170278-198072/Square-Payments-Processing-vs-ePayPolicy) [ePayPolicy](https://www.capterra.com/p/198072/ePayPolicy/)[4.88 (247)](https://www.capterra.com/p/198072/ePayPolicy/reviews/) vs [NetSuite](https://www.capterra.com/p/135757/NetSuite/)[4.23 (2,035)](https://www.capterra.com/p/135757/NetSuite/reviews/) $25/month Price Contact vendor for pricing 4.8 Features 4.2 4.9 Ease of Use 4.0 [View full comparison](https://www.capterra.com/compare/135757-198072/NetSuite-vs-ePayPolicy) [ePayPolicy](https://www.capterra.com/p/198072/ePayPolicy/)[4.88 (247)](https://www.capterra.com/p/198072/ePayPolicy/reviews/) vs [Square Point of Sale](https://www.capterra.com/p/275802/Square-Point-of-Sale/)[4.64 (3,029)](https://www.capterra.com/p/275802/Square-Point-of-Sale/reviews/) $25/month Price $0/month 4.8 Features 4.5 4.9 Ease of Use 4.7 [View full comparison](https://www.capterra.com/compare/198072-275802/ePayPolicy-vs-Square-Point-of-Sale) [ePayPolicy](https://www.capterra.com/p/198072/ePayPolicy/)[4.88 (247)](https://www.capterra.com/p/198072/ePayPolicy/reviews/) vs [Wave](https://www.capterra.com/p/178021/Wave-Apps/)[4.38 (1,720)](https://www.capterra.com/p/178021/Wave-Apps/reviews/) $25/month Price $19/month 4.8 Features 4.2 4.9 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/178021-198072/Wave-Apps-vs-ePayPolicy)