# Page 4 | ePayPolicy Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 4 - 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 4 - Reviews of ePayPolicy

## Showing most helpful reviews

Showing 76-100 of 247 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

DB

Deborah B.  
Owner  
Insurance  
Used the software for: Less than 6 months

### "Very Impressive!"

September 4, 2025

5.0

I have enjoyed using this platform! It gives our clients peace of mind knowing they can take care of the payments right away. I love that once the payment is made it is automatically recorded in the client file, sends us a receipt, task that's been done and closes out the invoices.

Pros

It provides my clients an easier way to pay their premiums. We have had many compliments on how easy the system is to use and efficiency. It especially helps with the clients who don't have access to checks to send or it gets lost in the mail.

Cons

Nothing so far, it's been an easy system to use and search for information on the payments the client makes.

Review Source

LP

LaToya P.  
Vice President  
Insurance  
Used the software for: Less than 6 months

### "EPay is great! "

September 3, 2025

5.0

It has been excellent so far from setting up the system to using it for about 5 months now. Everyone has been helpful and answered questions.

Pros

I love how veryeasy the system is to use. Also, how it calculates the fees the EFT and credit cards.

Cons

Right now, I haven't experienced any cons. We have only been using the system for about 5 months and thus far everything is going well.

Switched from

[PayTrace](https://www.capterra.com/p/220016/PayTrace/)

They did not take care of the surcharge for using credit/debit cards.

Review Source

CM

Chip M.  
Owner  
Insurance  
Used the software for: 1-2 years

### "Great product, any agent not using it is losing out"

September 9, 2025

5.0

Great, couldn’t be happier with the product. The ease of use, creating payment links for clients, and enabling credit card and eft payments to be made smoothly is one of the best things to add to your agency.

Pros

The ease of use and being able to create payment pages for each individual client along with allowing for direct credit card and eft payments.

Cons

I would like to be able to integrate it with my website and management system to make payments and invoices even easier.

Review Source

MB

Matthew B.  
agent manager  
Insurance  
Used the software for: 2+ years

### "great service!"

September 2, 2025

5.0

very positive, no issues so far, makes collecting payments so much easier, easy to use, quick deposits, good cust service

Pros

ease of the service, ability to send links or just create invoices, refund policy is great as well, all around great service

Cons

have not found a drawback yet, CC fees being so high would be the one thing but they are on par with

Review Source

JR

Juan R.  
Business Leader  
Insurance  
Used the software for: 2+ years

### "Nice payments platform on the front end and back end."

August 25, 2025

5.0

Pros

I like how easy it is to use epay, it is used friendly so it is nice on the front end but it is also useful for us on the backend, it also includes ACH, CC so I would say it is quite useful for different kind of clients.

Cons

it was difficult to get or caps increased for CC and ACH but we ultimately did a meeting with the staff and they helped us achieving this,

Review Source

JH

Joseph H.  
Principal  
Insurance  
Used the software for: Less than 6 months

### "Epaypolicy Makes doing business, that easy!"

August 25, 2025

5.0

Epaypolicy has been great from the get-go! Thank you for making my business easier to work with. I appreciate how easy to use the system is. This is a really great helpful tool for my agency.

Pros

They are so easy to use Both for the agency as well as the Policy holder. Customers can click a link and make a payment with such ease.

Cons

There are no major cons. Customers know what they are getting into and the agency is becomes more versatile and able.

Review Source

JM

Janki M.  
CFO  
Insurance  
Used the software for: 1-2 years

### "will recommend epaypolicy"

September 4, 2025

5.0

good. sometimes with ACH it takes longer for us to get money so I think ACH fees should be lower than $10

Pros

quick and easy to use. been using for over 2 years. easy to give link to our customers so they can pay

Cons

fees little higher. would like to see more options where it is easy and convenient for our customers to pay.

Alternatives considered

[Square Payments](https://www.capterra.com/p/170278/Square-Payments-Processing/)

Reason for choosing ePayPolicy

cost and ease of product is the reason why

Review Source

NC

Nicole C.  
Controller  
Insurance  
Used the software for: 2+ years

### "Always loved ePayPolicy"

September 2, 2025

5.0

We used to use ePayPolicy as our client payment platform and it was fantastic! We now only use ePay when needing to pay a carrier who we owe money to and it is still my favorite payment platform. I wish we still used ePay for our clients to make payment to us.

Pros

Great customer service and such an easy payment platform to use! Everyone I have spoken to on the phone has always been very helpful.

Cons

I can't think of any cons at this time.

Review Source

WS

Wayne S.  
Agency Owner  
Insurance  
Used the software for: 1-2 years

### "EpayPolicy - Great for surplus lines accounts."

September 2, 2025

5.0

Pros

1.Being able to pay an insurance MGA from within epayPolicy. 2.Being able to offer premium financing options which is very helpful in surplus lines business.

Cons

Possibly a little bit of a learning curve on the check reconciliation side of their offerings. However, i believe there is more than adequate training to overcome this.

Review Source

BB

Bobbi B.  
Commercial Agent  
Insurance  
Used the software for: Less than 6 months

### "Professional and user-friendly Payment Platform"

September 2, 2025

4.0

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 takes for us to receive payment from insureds and being able to easily take credit card payments. It is an easy-to-use platform with a sleek and clean appearance.

Pros

The epay system has a clean and professional appearance which is appreciated. We appreciate that its user-friendly platform and does not appear to have many bugs or issues in the system.

Cons

At this time, we haven't found any negatives or things that we do not like about the ePay system. The one concern we had was resolved very quickly by using the chat feature though the website which we appreciated.

Review Source

CB

Carmen B.  
CEO  
Insurance  
Used the software for: 2+ years

### "Simple, Smart and Cost-Effective"

September 2, 2025

5.0

I run a small agency, and finding a reliable way for clients to make payments was a top priority. EpayPolicy gave me a simple, secure solution that feels professional an easy to use. What I appreciate most is how they keep improving - Always adding features that make our day-to-day smoother. It's clear they're thinking about what agencies actually need, and that kind of support goes a long way.

Pros

It's easy for both me and my clients to use. Payments are processed quickly. The Platform feels secure and professional.

Cons

Honestly, I haven’t run into any issues so far. Everything has worked as expected, and the setup was straightforward. If anything changes, I’ll be sure to update this.

Review Source

CS

Charles S.  
PRESIDENT  
Insurance  
Used the software for: 1-2 years

### "EpayPolicy- is it a plus or minus?"

September 3, 2025

5.0

Over all we still like the platform; the important thing is for our clients to feel comfortable with the system.

Pros

ease of use- user/customer interface is easy; acceptable turnaround time for funding; reasonable fees.

Cons

When we signed up- we understood that epay would interface with our agency management system- qqCatalyst- it does not. we still have to manual enter once an invoice is paid.

Review Source

JG

Juan G.  
Agent  
Insurance  
Used the software for: 1-2 years

### "EPAY FOR THE WIN! "

September 9, 2025

5.0

Love it! Happy to be able to generate more income using this platform. It's easy, set up only takes about an hour or less.

Pros

The connivence and easy to use web application, makes everything easy and simple. Thanks for making it super easy to understand and use.

Cons

As of right now, nothing. They are very transparent with their fees from the beginning. I really appreciated the initial onboarding call.

Review Source

SA

Syeda A.  
Controller  
Insurance  
Used the software for: 1-2 years

### "ePay saves time!"

August 26, 2025

5.0

Its been great so far. We have cut down significantly on mail, checks to deposit to the bank, and following up on past due payments.

Pros

Since starting epay, we have saved a lot of headache of collecting premiums, making deposits etc. The ease of use of this product is very helpful for our clients and we have saved a lot of time.

Cons

Wish there was no fee for CC or it was highlighted better on the website so the insured doesn't make CC payments without meaning to.

Review Source

VR

Verified Reviewer  
Account Manager  
Insurance  
Used the software for: 1-2 years

### "Easy to use!!!"

August 25, 2025

5.0

Customer Service is available and helpful if you have any questions. We love it. Our customers love it too.

Pros

It is easy to use and accurate. Helps us in our agency with our customers. Each team member can use this application and keep us current with our payments/premiums for policies. Customer service is very helpful if needed

Cons

I don't think I can think of anything negative to say about ePay Policy. We have used them for a while now too.

Review Source

JA

Julie A.  
office manager and producer  
Insurance  
Used the software for: 1-2 years

### "Click and Go"

August 25, 2025

5.0

great experience. Easy to use - offers lots of features and constantly updating to keep up with and ahead of the game with services they provide to make convenience a priority for their clients

Pros

very easy program to use and incorporate at whatever lever is needed for company- customer service oriented and very quick to respond.

Cons

overall very happy with product. I cant think of anything that stands out as a con for ePay Policy.

Review Source

DS

Dallas S.  
Agent  
Insurance  
Used the software for: Less than 6 months

### "Insurance agent "

September 2, 2025

5.0

Its been a great thing for our agency. we have needed this in our office for a long time. glad we have access now.

Pros

Easy of use for customers. The insured have enjoyed having this option this year. we have had a lot of great feedback.

Cons

Wait time for EFT payments is the worst part. Some of the features of setting up link for insured takes alot of time with alot of info needed

Review Source

JL

Jing L.  
Accountant  
Insurance  
Used the software for: 2+ years

### "Great Online Payment Portal"

September 9, 2025

5.0

Pros

I appreciated how easy and intuitive the platform was to use. The user interface is clean, and the payment process is fast and secure. It made collecting payments from clients much more efficient, and the integration with our existing accounting system saved us a lot of time. Their customer support has also been responsive and helpful whenever we had questions.

Cons

While overall the platform works well, I hope the monthly invoice can be generated earlier than the 6th of the following month.

Review Source

AH

Adriana H.  
Account Manager  
Insurance  
Used the software for: 6-12 months

### "Super Easy to Use"

August 26, 2025

5.0

Very easy to learn and easy to set up our client payment requests. Easy and smooth transition to be able to take client payments.

Pros

I like the ability to review payment requests as well as the ability to set up a payment request. The ability to see when payment has cleared too

Cons

There is not a single thing I don't like about EPay Policy. Has been an easy transition when we got it.

Review Source

AB

Ava B.  
Senior Account Manager  
Insurance  
Used the software for: 1-2 years

### "Excellent ePay Program"

August 25, 2025

5.0

My experience with ePay has been in assisting our clients to process their payments to our agency. The process is simple and easy to complete, and processing payments is easy to explain to our clients.

Pros

The ease for our clients to complete payments via ePay is very helpful. ePay is a fast and simple way for our clients to make payments to our agency.

Cons

The fees charged for card transactions. However, ePay offers the option to use a bank account to make payments with a minimal fee per transaction.

Review Source

GS

George S.  
VP-Operations  
Insurance  
Used the software for: 1-2 years

### "Efficiency at its best"

August 27, 2025

5.0

Wonderful!

Pros

The ease of use of the website is great. The reports and notification emails we receive add efficiency to our workflow.

Cons

Nothing to add here.

Switched from

[PayPal](https://www.capterra.com/p/207944/PayPal/)

Paypal held money and delayed disbursement and charged a fee to disburse to us on some occasions

Review Source

TK

Tracey K.  
Commercial Insurance Agent  
Insurance  
Used the software for: Less than 6 months

### "GREAT SYSTEM"

September 2, 2025

5.0

it has been a great experience. Fast, simple, and effective. I could not be more happier with it. Fantastic.

Pros

The epay system makes binding agency billed policies a breeze. This is a simple product to use for the sender and user.

Cons

Honestly i do not think i have anything that i dislike about epay system. It has been a fantastic tool for our agency.

Review Source

SH

Sojha H.  
Principal  
Insurance  
Used the software for: Less than 6 months

### "Exactly What My Business Needed!"

September 10, 2025

5.0

My overall experience with ePayPolicy has been excellent. From the start, setup was smooth, and I didn’t face any bugs or issues that slowed me down. Payments come in quickly, deposits are reliable, and I can keep better track of my sales and client payments all in one place. Security is clearly a priority, which matters a lot when handling money and sensitive info. The platform has truly made managing payments stress-free, and my clients love how simple it is for them too. Overall, it’s been a huge win for me and my business.

Pros

What I like most about ePayPolicy is how easy it is for my clients to pay, whether with ACH or credit card. The whole process feels safe and secure, which gives me peace of mind. It has really simplified my financial management by keeping everything organized and easy to track. I also appreciate that whenever I had a question, their customer support was quick and helpful. Honestly, the learning curve was minimal — it didn’t take long at all to get comfortable using it, and it’s now part of my daily routine.

Cons

I honestly can’t think of anything I dislike about ePayPolicy. Everything has worked smoothly for me, and the experience has been excellent from start to finish.

Review Source

RB

Ritara B.  
CEO  
Insurance  
Used the software for: Less than 6 months

### "EPAY PROCESSING SYSTEM REVIEW"

August 26, 2025

5.0

My overall experience has been great! Customer Service is responsive. The onboarding training was great and informative. Everything was explained exactly how it works and I love the personalization options that were offered.

Pros

I love the ease of use if the system. The system has also made collecting payments through my agency a breeze. The ease of customers being able to pay through a link, email, or text to their phone.

Cons

There is nothing that do not like at this point. i had one hiccup with a batch. I reached out to Tech Support and that was resolved within 1 day.

Review Source

KH

Keith H.  
Vice President  
Insurance  
Used the software for: 6-12 months

### "EPay is Great!"

September 2, 2025

5.0

Very positive. Happy with the product. We have had no issues with it. Money transfer is fast and the website is secure.

Pros

The ease of use. It's extremely user friendly and easy for my clients to use. Most clients like the ability to pay with Credit Card.

Cons

The credit card fees, but that's understandable. There should be no reason why Epay or the agent should have to absorb those fees.

Review Source

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