# Page 5 | ePayPolicy Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 5 - Is ePayPolicy the right Recurring Billing solution for you? Explore 257 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/198072/ePayPolicy/reviews --- ePayPolicy 4.9 (257) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated June 3rd, 2026 # Page 5 - Reviews of ePayPolicy ## Showing most helpful reviews Showing 101-125 of 257 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use 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 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 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 Daniel M. Principle Insurance Used the software for: Less than 6 months ### "Epay is the way to go!" May 27, 2026 5.0 ePay has been a great addition to our services. It allows proper tracking of invoices whether leading up to due to date or overdue and can automatically notify insureds of overdue payments Pros Easy and quick way to provide professional invoices and premium finance options to insured that creates automated payment tracking detail. Cons There is a bit of learning curve to data entry. This was quickly resolved by my premium financing company and the ePay team. 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 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 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 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 . 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 BH Bryce H. Owner Insurance Used the software for: 1-2 years ### "Simple to Use, Simple to Pay" September 2, 2025 5.0 5 star technology. I do not use this system very often. But when a client wants to epay. There is not better option, the price point in addition to service is unmatched Pros Ease of Use for all users, me as the provider, clients when they use it. I love that I do not get questions on how to make a payment. it is easy for them to complete this task. Cons Banking Fees. I know that is not on ePay them selfs and know ease of use has it's costs. but frankly Credit Card companies make enough. They do not need to charge all users these fees. Review Source JJ Jared J. VP Insurance Used the software for: Less than 6 months ### "Best Pay Site." August 25, 2025 5.0 It was easy to get started and we had used them with several insurance companies, so we were familiar with the end user side. There was no learning curve, just user friendly, simple interface. Pros It is easy on both user ends. The invoices are simple to create; there was no learning curve. The end user site is easy to pay. Cons They do not sync with Applied Epic. Sometimes that is a good thing, because that means it is easier to use. Alternatives considered [Epic](https://www.capterra.com/p/122278/EpicCare-EMR/) Reason for choosing ePayPolicy ePay is simpler and easier to use. Plus, it is a fraction of the price. Review Source SJ Sean J. AGENCY ADMN Insurance Used the software for: I used a free trial ### "E-Pay - New Subscriber Review" September 10, 2025 5.0 I Have recently signed up for the program, under their trial period. I enjoy using it and it was simple to teach my other assocaites on using it. I plan on keeping it and the monthly fee of $25 is really cheap, especially since they do notify me of the daily trasactions/receipts and the deposits to my account. Pros easy and straightforward: easy to learn, simple steps to Process Credit Card Payments and ACH/Check. Has helped out office with Sales and Purchases of accepting reimbursement of Fees. And when i easily create an invoice for the customer, it sends them the Email right then. Cons Computer Colorization / Contrast. the Contrast of the Print Color vs background should be more defined, as well as the Box Outline color is too light for older 'eyes'. The Outline of the boxes need to be darker or thicker. The Print also needs to be darker, as well. Review Source SD Steven D. Principal Insurance Used the software for: 6-12 months ### "Honest Review - Agency Owner" September 10, 2025 5.0 Six months using this product, completely satisfied. Again, integration with our management system is very important to our office. Pros Ease of use, customer support is there when you need them. Integrates well with management system AMS 360 Cons Nothing not to like. Simple, billing is so much easier. Posting premium is seamless and payments are cleared prior to hitting banking account. Review Source KM Kim M. Bookkeeper Insurance Used the software for: 1-2 years ### "Useful website for collecting payments" September 10, 2025 5.0 Pros Easy way to collect payments, customer support is very responsive, and integrated with my management software. Cons Some of my older clientele have trouble with websites. But that's not on ePay, easy enough to talk most through the process. Review Source aM amanda M. Commercial Agent CSR Insurance Used the software for: Less than 6 months ### "Epay is great" September 10, 2025 5.0 Pros ease of colleting commercial payments, and being able to take credit card and EFT payments for commecial is fantastic Cons nothing so far. its been a game changer for me on billing my commercial customers and getting the finance correct. Review Source KW Kurt W. Agency Owner Insurance Used the software for: 6-12 months ### "ePayPolicy - Best in the Biz" September 9, 2025 5.0 It is a great addition to our accepted payment options. Wish I had found them earlier to help save some headaches. Pros Being able to accept payments for customers and have the monies deposited into our trust account. Thanks Cons No cons. Before having I had no way other than checks for payment in full for insurance policies that didn't offer payment plans Review Source MN Monica N. Insurance Agent and Administration Insurance Used the software for: 6-12 months ### "Easier than you think" September 9, 2025 4.0 Very easy to use, I like the fact I can send emails with the link to customers and they can pay with either ACH or Credit card right then. Pros We get to use credit cards for payments and invoice customers. I get confirmation emails and so does the customer once it is processed. Cons A little intimidating at first, but not bad once you get used to it. It just takes time and practice. Review Source OB Oscar B. CEO Insurance Used the software for: Less than 6 months ### "We Recommend their services for ePay." September 9, 2025 5.0 Overall excellent company to work with and their customer service is there to help with a quick response to your questions. Pros Affordable and very simple to use this service with online. Easy process to entered all information required to process payments. Cons Sometimes it takes a little longer to received funds in our account but it may depend on different factors. Review Source MM MARINA M. Producer Insurance Used the software for: 6-12 months ### "My experience" September 10, 2025 5.0 Pros We are currently working with and have had an excellent experience so far. For my insurance agency, they have proven to be the best fit. Cons There’s nothing I can think of right now. All the questions and requests I had were answered right away. Review Source JJ Jasmin J. Senior Account Manager Insurance Used the software for: 1-2 years ### "Go EPay for Ease of Payment" September 9, 2025 5.0 Pleasant and satisfactory so far. I can access epay even when I am not in the office and I have to pay premium on behalf of insured using his credit card. Pros ease of payment and swift processing of payment of insureds. Using e-pay to pay premium of clients is so easy and user friendly. Cons I just wish that ePay will give some discount on fees when premium charged is high. our clients sometimes pay so much on fees when premium is over $10,000 Review Source YG Yvonne G. AGENT BROKER Insurance Used the software for: 1-2 years ### "Great tool for the Independent Agency " August 26, 2025 5.0 Their communication is just right. So far we're really happy with their services. They've really helped us out in the past 2 years. Pros is a great tool for the smaller independent agency to use to collect premium from insureds. Very easy to use and receive funds promptly. Cons I honestly don't have one. It's very easy to use. Review Source AK Alex K. Broker Insurance Used the software for: 6-12 months ### "Great Payment Service! Simple and Efficient Transactions!" September 2, 2025 5.0 Pros Epay policy is an excellent service for processing payment transactions. Simple to use, easy, and efficient! Cons No complaints! Review Source AJ Adrienne J. Vice President Insurance Used the software for: Less than 6 months ### "Great payment option" September 10, 2025 5.0 Great addition to have an option for payments to offer clients and easy to add link to email footer for them to use. Pros Makes it easy for payments for my clients either through ACH or credit card payments to offer as option. Cons When they added the financing quote option for insurance quotes there were some issues and couldn't have multiple policies. Switched from [PayPal](https://www.capterra.com/p/207944/PayPal/) We switch because of the fees & clients didn't like using it. Review Source JH JORDAN H. Sr. VP - Director of Operations Insurance Used the software for: Less than 6 months ### "So glad we switched!" August 25, 2025 4.0 Overall, we are super happy we brought on . It has brought such ease to taking payments and it saves us and our clients time and stress. Pros It's so easy and makes my job so much easier. Being able to make payments with client provided information or just sending a link instead of waiting on a wire or a paper check is just what we needed. Cons The process for raising the per transaction limit. Having to split larger transactions is frustrating. Review Source ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Talk to a Capterra advisor for free and get results within 15 minutes.