# Page 10 | ePayPolicy Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 10 - Is ePayPolicy the right Integration solution for you? Explore 247 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/198072/ePayPolicy/reviews

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ePayPolicy

4.9 (247)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 13th, 2026

# Page 10 - Reviews of ePayPolicy

## Showing most helpful reviews

Showing 226-247 of 247 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

MA

Mark A.  
Insurance Agent  
Insurance  
Used the software for: 6-12 months

### "Great Product"

May 4, 2020

5.0

With Washington's stay home and stay healthy we spend a lot of time working from home. This is an easy way to help certain types of accounts (agency bill) to invoice them and they can pay for it.

Pros

Easy to use. Clients love it Works well with our setup

Cons

Had a couple minor issues, but those have been resolved.

Review Source

RM

Richard M.  
Broker  
Insurance  
Used the software for: Less than 6 months

### "Great Easy Way to Get Payments in the Door"

December 12, 2023

5.0

So far great had a few clients take advantage of the service made it super simple to get the business in a safe way the clients trusts.

Pros

Easy for clients to understand and take advantage of

Cons

Nothing so far since we still pretty new.

Review Source

CM

Clyde M.  
Owner Primary Agent  
Insurance  
Used the software for: I used a free trial

### "Best decision made"

December 12, 2023

5.0

Getting setup with ePay was easy, learning the process was easy for our old minds. Love the process and the easy.

Pros

Easy invoicing, easy to receive and pay the invoices. Best decision we every made was calling ePay!

Cons

At this time, I don't know of any cons. Everything fits our narrative at this point.

Review Source

RR

Ray R.  
Broker  
Insurance  
Used the software for: 1-2 years

### "The obvious choice"

May 4, 2020

5.0

EPayPolicy is the obvious choice for insurance professionals looking to charge app fees or even needing to take agency-billed premiums. There’s nothing close to it!

Pros

The technology is just super easy, and it makes sense. I’ve never had a client refuse to pay, and this was the reason we felt we could actually charge app fees.

Cons

The only thing I would change is make the button to create a new bill slightly easier to find, currently its 2-3 clicks away from the log in.

Review Source

TV

Tracy V.  
Owner and sales  
Insurance  
Used the software for: 1-2 years

### "ePAY for the WIN "

December 12, 2023

5.0

Pros

My customers love the easy way to make payments!

Cons

The fees or percentage has gone up over the years.

Review Source

LPF

Loriann P F.  
President  
Insurance  
Used the software for: 1-2 years

### "Great product"

February 6, 2024

5.0

Great- I like that I can give my clients the options of paying online

Pros

getting money faster when needed quickly

Cons

Credit card fees are too expensive for clients

Review Source

CR

Cheryl R.  
Account Manager  
Insurance  
Used the software for: 6-12 months

### "Ease of epay Use"

December 12, 2023

5.0

Pros

I like the ease of using epay and we can email the receipt to the customer in an instant.

Cons

I would like the fees to be less for using a bank account. I feel $10.00 is a bit much.

Review Source

RH

Randy H.  
owner  
Insurance  
Used the software for: Less than 6 months

### "Great value"

December 12, 2023

5.0

Pros

It has been very easy to use and the times I have called for help the service was great.

Cons

The portal could be organized better, I would prefer the most frequently used item on the initial page of the portal.

Review Source

JO

Jose O.  
Managing Director  
Insurance  
Used the software for: 6-12 months

### "Payment Processing Made Easy"

December 12, 2023

4.0

Pros

I loved how easy it was to implement and use. I can send my clients the link and they can pay their policies safely.

Cons

It doesn't have a complicated feel, so the clients didn't respect it at first.

Review Source

VR

Verified Reviewer  
AVP - Business Insurance & Employee Benefits  
Insurance  
Used the software for: Less than 6 months

### "Quick, Easy Setup!"

May 4, 2020

5.0

Pros

We signed on with ePay just a month ago, and the turnaround time from when we signed the contract to when we were able to accept our first payment was extremely quick. The process has gone very smooth, and our clients that have used it absolutely love it!

Cons

It did take several days for us to know that an ACH transfer was denied because of non-sufficient funds. I feel like that was more of a timing issue with the bank and the weekend, but that was something I hadn't thought about.

Review Source

ES

Emily S.  
Producer  
Insurance  
Used the software for: 1-2 years

### "User friendly software "

December 12, 2023

5.0

Pros

Very user friendly software, fees aren’t hidden

Cons

I don’t like that it always prompts for an account number

Review Source

MS

Masi S.  
VP - Agent  
Insurance  
Used the software for: 2+ years

### "ePayPolicy is like "Easy Pay Policy""

December 12, 2023

5.0

Pros

the platform is easy to use and it's quick.

Cons

The cost/fees associated with it are high compared to others.

Review Source

KH

Krystal H.  
Agency Owner  
Insurance  
Used the software for: Less than 6 months

### "Great & Easy Service...don't know how we lived without it!"

December 12, 2023

5.0

Very welcoming and supporting staff, great explanations and are quick to address my questions or concerns.

Pros

Ease for us and client, and quick deposits.

Cons

Not a can, put a desktop app would be great!

Review Source

Nik K.  
AGENCY OWNER  
Insurance  
Used the software for: Less than 6 months

### "IMPROVE YOUR CLIENT EXPERIENCE"

June 15, 2020

4.0

Our experience has been all positive. Any issue is resolved in a timely manner and most importantly our clients appreciate the ease of use.

Pros

ePay Policy does a fantastic job of creating a payment portal for your agency to use in order to handle payments easily for clients. It will integrate with most AMS allowing for easier bookkeeping.

Cons

There is nothing not to dislike about this software. It does exactly what they advertise and the price is right.

Review Source

jC

james C.  
owner  
Insurance  
Used the software for: Less than 6 months

### "great product"

December 12, 2023

5.0

awesome! such a great product and saves time to use it

Pros

so easy to use, set up re-occuring payments

Cons

set up time does take a bit, but easy to do.

Review Source

CW

Chad W.  
Agent  
Insurance  
Used the software for: I used a free trial

### "Simplified Payment for our agency"

December 15, 2023

5.0

Pros

I like the ease of use to setup and start using. It integrated well with my existing systems and allowed me more control over payments & invoicing.

Cons

Haven't found a con yet, too new into using the platform.

Review Source

Vasilis A.  
team manager  
Higher Education  
Used the software for: Less than 6 months

### "new but reliable "

December 16, 2022

5.0

Pros

the epaypolicy is a very easy app and usefull accept four big credit cards and make the transactions very quick and secure the experience so far is perfect

Cons

so far the experience is great i have nothing not to like about this app

Review Source

CA

Cristina A.  
Owner  
Insurance  
Used the software for: Less than 6 months

### "Happy Customer"

December 12, 2023

5.0

Customer service was great from day one and they worked quickly with me to set up profile.

Pros

It is really convenient and easy to use program. I was also able to customize how we wanted.

Cons

I currently like everything about the program.

Review Source

MC

Michael C.  
Agency Owner  
Insurance  
Used the software for: 6-12 months

### "Ease for both us and our clients = win"

December 12, 2023

5.0

Pros

ePayPolicy is easy to use. Setting up a custom page for each client payment is simple and works easily for us and our clients.

Cons

I haven't found anything that is really negative about this yet. So far it has been nice for us to use this and not have to take paper checks from our clients.

Review Source

RC

Ramon C.  
Principal  
Insurance  
Used the software for: 6-12 months

### "Love it"

May 5, 2020

5.0

Awesome

Pros

User friendly !! It was really easy to use

Cons

Nothing it has worked great from the first time

Reason for choosing ePayPolicy

Convenience and pricing

Review Source

VD

Valerie D.  
Staff Accountant  
Insurance  
Used the software for: Less than 6 months

### "Easy to use!"

May 4, 2020

5.0

Pros

Super easy to implement and use. Wish we would have signed up years ago!

Cons

None - for the price it’s very easy to use and does exactly what we need

Review Source

AC

Aswathi C.  
NA  
Internet  
Used the software for: I used a free trial

### "Great to use"

July 22, 2021

5.0

Great experience. Highly recommend

Pros

Great to set up. Easy to use this. Highly recommend.

Cons

Overall happy with ePay policy and great service.

Review Source

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