# Page 3 | ePayPolicy Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 3 - Is ePayPolicy the right Payment Processing 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 3 - Reviews of ePayPolicy

## Showing most helpful reviews

Showing 51-75 of 247 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

GG

Gregory G.  
CEO  
Insurance  
Used the software for: 1-2 years

### "ePayPolicy works great even for our small agency"

September 10, 2025

5.0

ePay has been a solid solution to managing payments from insureds to our office; with the challenges in the CA insurance markets and more customers having to use non-admitted, agency bill policies, ePay has helped make all the extra work a little easier.

Pros

ePayPolicy is easy to use; it has improve our agency's workflow and really helps with "just in time" situations when policies need to be bound. No more "waiting for the check in the mail"; we know immediately when funds are sent to us.

Cons

We have ePay set up so that is costs our users up to $10 to make an ACH payment; most customers don't mind, but I hope none of customers think it's a "junk fee". It takes a couple of days for the funds to hit our account (unlike Zelle)

Review Source

PEG

Paul E G.  
Agency Owner  
Insurance  
Used the software for: 2+ years

### "The BEST of the BEST"

September 10, 2025

5.0

I like the services other wise I wouldn't wast my time and money here. I have been using this type for about 6 years. I would recommend Epay policy

Pros

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 $5.00 charge. If the customer doesn't replay I have the capacity to send them another invoice.

Cons

The time it takes to have the money in my business account. But I know they are working on it. Specialty when the customer goes direct through the website and and pays, it should take so lone.

Review Source

CK

Christy K.  
Quality manager and bookkeeper  
Insurance  
Used the software for: 2+ years

### "Very Happy with ePay Policy"

September 3, 2025

5.0

I love using it. I enter info on the insured's account when they make a payment to our agency. In addition, several of our companies\\brokers are set up with ePay & I love using it to pay invoices.

Pros

Easy for our customers to use as well as being easy for the agency to receive payments. Our agency receives the funds quickly.

Cons

Our agency hasn't really had any situation or issue that I would consider a con. The few times I've needed help, support was great to work with.

Review Source

CC

Catherine C.  
Operations Manager  
Insurance  
Used the software for: 2+ years

### "Epay Review"

September 11, 2025

5.0

I love using this service! Overall I find it to be very useful and allows us to operate our agency smoothly.

Pros

The ease of use is what I love the most about using the epay platform. The site is easy to understand and payment processing is simple.

Cons

I dislike the heavy card fees most. Sometimes it is difficult to explain to clients why the card fees are a percentage.

Review Source

BE

Brianna E.  
Accounts Receivable  
Banking  
Used the software for: 1-2 years

### "Secure & user-friendly payment option!"

September 3, 2025

5.0

Overall, epay has been a huge improvement for online payments. User friendly and available to all clients to use.

Pros

The customer support is very quick and knowledgeable on the system. Issues are resolved quickly, when they arise. Payment options, including money transfer and Credit card payments are easy to make and overall, everything is very user friendly!

Cons

One con would be the auto pay option. Our billing/ financing does not work well with autopay. Also if there are credits on the account (which are unseen to insured), payment is not taken and can sometimes be overlooked and get behind.

Review Source

MZ

Mercedes Z.  
Agent Insurance  
Insurance  
Used the software for: 1-2 years

### "Customer Services"

August 25, 2025

5.0

Its great and easy for the customers to use as well it saves us time and them to be on the line if they are working.

Pros

Epay is great with us, they help us with all the questions. I always recommend the client to process the payment thru there.

Cons

I like everything on the epay, its very easy to work with and clients like it too much as well.

Review Source

KC

Kenneth C.  
CEO  
Insurance  
Used the software for: 1-2 years

### "GET IT! You won't regret it!"

September 10, 2025

5.0

Best thing to happen to our business. Very easy to use for both our office and the client. Can't complain.

Pros

Epay is the best! We like the ease of use and the integration to our domain & esign. Additionally, it gives the clients the option to either use a card or an account to process a payment through a secure platform. Sometimes clients are more likely to complete a purchase when the link comes through and they do not have to share account info directly with our agents. Customer support is also very attentive and quick. THE COST is the cherry on top. By accepting ach payments you save on all the merchant fees.

Cons

Can't really think of anything. At first I had difficulty logging in but once I called support it was a quick fix.

Review Source

FS

Floyd S.  
Manager  
Insurance  
Used the software for: 1-2 years

### "How I use ePayPolicy "

September 9, 2025

4.0

It has been a convenient solution for sending money to general agencies. This is what I primarily use it for.

Pros

It is easy to pay general agencies and confirm amounts due. I use it mainly for sending trust money to GAs.

Cons

I think the charge for ACH is too high. My other service is pennies per ACH. I don't use ePayPolicy as my primary for ACH transactions.

Review Source

RA

Reza A.  
Ceo-President  
Insurance  
Used the software for: 2+ years

### "Fantastic, professional, easy."

August 25, 2025

5.0

excellent technology especially with our MGA and aggregators, I have refered at least 2 of them to epay so our payment method could become more universal.

Pros

easy and user friendly, it makes our agency accounting a lot easier , receiving funds ar also prompt and no delay

Cons

none so far to report for our agency. as we have been using epay for few years and have not seen any isuue

Review Source

JP

Jennifer P.  
Agency Administrator  
Insurance  
Used the software for: 6-12 months

### "ePayPolicy helped our agency! "

August 25, 2025

5.0

As an agency, we are happy with our decision to utilize ePayPolicy. It has streamlined our ability to collect customer payments. The setup process was quick and easy, and the system is user-friendly.

Pros

Easy to use! Easy to set up. Customer service is excellent. My team was easily able to learn how to use the system.

Cons

I don't like that the customer has to pay processing fees. However, I do know that many businesses are now charging a fee. Maybe a flat rate would be better than a percentage.

Review Source

KH

Kristy H.  
Agent  
Insurance  
Used the software for: 1-2 years

### "OVERALL AWESOME!"

September 2, 2025

5.0

My overall experience with ePayPolicy has been excellent. The platform makes it very easy to send and receive payments, and the interface is user-friendly and intuitive. I really appreciate the ability to track the progress of transactions in real time it adds a layer of transparency and confidence to the process. The only thing I’d improve is the speed at which banks clear payments after they’ve been received, but that’s a minor issue. Overall, it’s been a smooth and reliable experience

Pros

It's easy to add and send money to and from people. I also really like being able to see the step by step progress of each transaction it makes the process feel transparent and secure

Cons

Overall, the app works great it's easy to add and send money to and from people. I also appreciate seeing the step-by-step progress of each transaction, which adds transparency. Honestly, I don’t have many issues, but I do wish there was a faster way for the bank to clear payments once they’ve been received

Review Source

GD

Gaby D.  
Director of Operations  
Insurance  
Used the software for: 2+ years

### "Great & User-friendly"

September 3, 2025

5.0

Great customer experience thus far! The website rarely has glitches or goes down. Customers find it easy to use and our accounting team does also.

Pros

I like that it provides a user friendly way for our customers to make either ACH or credit card payments. The administrative side is also very easy to navigate and if we ever run into an issue, customer support is available to help.

Cons

There is not much I don't like. I do wish that there was a credit card fee that decreased when the amount of the payment is larger.

Review Source

SF

Sam F.  
VP of Underwriting  
Insurance  
Used the software for: 2+ years

### "Epay and Me"

August 25, 2025

4.0

Very solid experience overall. I have always loved the ui and interface of the payment portal. The back end is where the issues are.

Pros

Payment link creation and payment collection. Very small learning curve. Simple payment processing and clear for users.

Cons

User website is VERY slow. It is hard to get things processed or checked through the admin side of the website.

Review Source

RW

Roberta W.  
Bookkeeper  
Insurance  
Used the software for: 2+ years

### "Excellent, Comprehensive and Intuitive Program"

September 2, 2025

5.0

Excellent! We've been using ePayPolicy for over 6 years and I have never had any problems or issues.

Pros

Comprehensive information provided in an easy to use format. Quick and easy to send custom invoices.

Cons

There isn't really anything I can think of that I don't like about the ePayPolicy program. It works well.

Review Source

LK

Leslie K.  
Agent  
Insurance  
Used the software for: 2+ years

### "ePay Policy is the way to go! "

August 25, 2025

5.0

I've had ePay Policy for many years now and it's been great. The ePay team doesn't hound you with marketing and upgrades, but sends periodic emails about enhancements and offerings, which is nice.

Pros

Ease of use! Simple way to accept agency payments, invoice clients, and transfer premium to MGA's and other agencies.

Cons

Credit card and ACH fees, but I know that can't be helped. I do like that the ePay payables option between agencies only costs fifty cents!

Review Source

EM

EMMA M.  
AGENT PRINCIPAL  
Insurance  
Used the software for: 2+ years

### "EMMA MONCADA AGENT"

March 19, 2026

5.0

ALLWAYS EASY AND NEVER HAVE ANY PROBLEMS ALSO HELP ME TO RESOLVE SOME PROBELMS I DO HAVE INT THE PAST PRIOR CLAIM

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

Review Source

TR

Tara R.  
Tampa Branch Director and Head of Client Experience  
Insurance  
Used the software for: 2+ years

### "One less thing to worry about"

August 25, 2025

5.0

Pros

ePay has been a breeze to use, simple to navigate and a great option for our clients when it comes to making credit card and/or ach payments.

Cons

I can't think of anything we haven't liked thus far about ePay Policy. The experience has been a positive one.

Review Source

BB

Beatriz B.  
Office Manager  
Insurance  
Used the software for: 6-12 months

### "Great for business "

September 3, 2025

5.0

I love it. It is easy for the customer, secure and it gives us and the insured the option to make those credit card payments.

Pros

The easy system and how we could send a link via email with security and no issues. If any issues occur, customer support is a phone call away.

Cons

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.

Review Source

EM

Elena M.  
Accounting Assistant  
Insurance  
Used the software for: 1-2 years

### "Highly Recommend "

August 26, 2025

5.0

My Overall experience with ePayPolicy, whether I am on the receiving end of a payment or making a payment has been great!

Pros

ePayPolicy is simple, straight forward and easy to use. The option to use Credit card or Checking accounts is a easy to choose.

Cons

I have not had any bad issues with ePayPolicy. I feel that it is secure and my information is safe. I have never had to contact customer support but I am sure they are helpful!

Review Source

DR

Damon R.  
Agency Principal  
Insurance  
Used the software for: 2+ years

### "Insurance Scout Partners Review"

August 25, 2025

5.0

Our experience has been great, easy to use, easy to track payments and easy to pay our brokers on agency bill accounts

Pros

The program is easy to use for us as an agency and for the consumers. We also find the program to pay our wholesales directly very easy and creates tracking for us as well.

Cons

There are not any negatives we have experienced at this time. We have been using the program for 3-4 years and have had a positive experience overall

Review Source

AP

Ashley P.  
Vice President  
Insurance  
Used the software for: 2+ years

### "ePayPolicy: An Agency Favorite "

August 26, 2025

5.0

I don't say this lightly, but I would recommend ePayPolicy to any of my agency colleagues. It is convenient and aids in agency efficiency.

Pros

ePayPolicy is quick and simple to use. It aids us in completing daily tasks as efficiently as possible. Training and support has been amazing, as well. Payment links are easy to use and simple for our clients.

Cons

I have not found anything yet that I do not like about ePayPolicy, and we have been working with them for a few years now.

Review Source

KR

Karina R.  
Agent  
Insurance  
Used the software for: 1-2 years

### "Easy & Secure Payments "

August 25, 2025

5.0

Their customer support is professional and always available. They minimize the learning curve required to learn the product.

Pros

The ease of use! It's a simple way to collect funds from our clients in a secure portal and they love the option to choose between ACH or credit card payments.

Cons

The initial cap on transactions can limit the ability to process payments for clients but its something that can be changed.

Review Source

ALM

Ana Laura M.  
President  
Insurance  
Used the software for: 2+ years

### "Payments made easy"

September 10, 2025

5.0

Overall it has been a great experience. It has given my business the ability to keep up with the times and new ways of conducting business.

Pros

The system is safe and secure and makes the client feel more comfortable by avoiding having to give their banking info to process an payment.

Cons

I wish that it was integrated with Quickbooks so they can make a payment directly through the Quickbooks invoice but not having to send them the link separately

Review Source

NL

Nimisha L.  
Principal Owner  
Insurance  
Used the software for: Less than 6 months

### "Ease of Pay"

August 26, 2025

4.0

It definitely made collecting payments much easier, as well as sending payments to the carriers. One of my clients used to always issue checks or physically go to the bank to deposit or transfer funds. She told me I was an angel (lol) because she was able to make her premium payment right from her couch—without writing checks, going to the post office, or visiting the bank.

Pros

Security- No sharing of bank account details, more payment option- credit card options Making it easier for client to transfer funds. Email the pending invoice

Cons

Credit card fees. Download invoices and transactions - downloads in excel format. It should give option for pdf and google sheet 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 coming from the agency.

Alternatives considered

[Mailchimp](https://www.capterra.com/p/110228/MailChimp/)

Reason for choosing ePayPolicy

epay had free trial, the UI seemed better. I did not find an option above for INput 1 payment

Review Source

LR

Laurie R.  
Commercial lines manager  
Insurance  
Used the software for: 1-2 years

### "ePayPolicy is fantastic and easy to use for our clients "

September 10, 2025

5.0

love it! fantastic, easy to use, easy to explain to our clients fast turn around of payments is a plus

Pros

ease of use for our clients. Easy login and simple steps make it great for our clients of all ages to use.

Cons

the fees. no one likes additional fees. Of course the fees can sometimes be a problem as no one likes to pay more than they need to.

Review Source

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