# Page 7 | ePayPolicy Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 7 - 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 7 - Reviews of ePayPolicy ## Showing most helpful reviews Showing 151-175 of 257 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use SH Sarah H. Accounting Manager Insurance Used the software for: 2+ years ### "Review of Epay" December 12, 2023 5.0 Fantastic program and user friendly. Love that its user friendly for insured's as well. Pros Ease of use, quick response, quick turnaround. Cons credit card fee increases were a little excessive all at once Review Source MG Mariano G. Director Insurance Used the software for: 6-12 months ### "Great resource for more efficient oayment processing" December 12, 2023 5.0 Absolutely pleased with it and the time that we save using it. The epay url for our clients that we can insert into emails is also a huge win. Pros Easy to use, clients appreciate the click to pay link we send via email, reporting is very easy to review and no issues whatsoever with the tool. Definitely no checks lost in the mail since launching use of the tool. Cons No negative feedback to provide. The tool works incredibly well. Alternatives considered [PayPal](https://www.capterra.com/p/207944/PayPal/) Reason for choosing ePayPolicy A new hire had previous experience with it in another agency. Review Source JH JOCELYNN H. AGENT PRODUCER Insurance Used the software for: 1-2 years ### "ePAY POLICY IS A GAME CHANGER IN THE INSURANCE INDUSTRY" December 12, 2023 5.0 SIMPLE AND EASY EPAY POLICY HAS ENABLED OUR AGENCY TO WRITE BUSINESS DIRECTLY IN ANY STATE WHERE WE HOLD A LICENSE. IT IS CRITICAL TO HAVE THE INSURED'S MONEY PRIOR TO BINDING. Pros ABILITY TO ACCEPT BINDING FROM CLIENTS WHEN WE CANNOT MEET IN PERSON. Cons I DO WISH THE EPAY LINK WOULD DEFAULT TO THE ACH OPTION FOR THE PAYMENT LINK INSTEAD OF THE CREDIT CARD LINK. CLIENTS USUALLY CALL ME IMMEDIATELY TO COMPLAIN HOW MUCH IT COSTS THEM TO SEND THEIR PAYMENT. I HAVE TO REMIND THEM TO CHECK THE NEXT BOX FOR ACH WHICH CHARGES A NOMINAL FEE Review Source RH Rica H. Accounting Team Lead Insurance Used the software for: 2+ years ### "ePayPolicy is a great payment solution" December 14, 2023 5.0 I've had a very positive experience with in terms of the product features and customer service. Pros Having a custom payment portal for our business; being able to provide a custom payment link to our clients; ease of processing. Cons Refund processing time (7-10 business days for ACH funds to post). The cost per transaction that we must either absorb or pass on to our clients. Review Source SM Stacy M. Commercial Lines Manager Insurance Used the software for: 2+ years ### "ePayPolicy" December 12, 2023 5.0 I couldn't be happier with my experience, they truly have made doing business that much easier and I look forward to continuing to work with them for years to come. Pros Using has taken the hassle out of collecting agency bill policy premiums and made the renewal process that much more streamlined. Cons The payment amount cap has created a few issues on larger accounts attempting to make their premium payments. Review Source KS Katherine S. VP of Operations Insurance Used the software for: 2+ years ### "Great product for easily collecting payments!" December 12, 2023 5.0 Pros Using epay makes collecting payments easy-- we can send a payment page link to customers and even a link to a prefilled page where all the customer needs to do is fill in their payment info. Plus, we do not have to absorb any processing fees-- these are easily included in the customer total. The payment notifications can go to any staff that need to record the info and for month-end reconciliations, I can sort payments by our various accounts. Cons I wish I could get a downloadable spreadsheet of batches for my month-end reconciliations. The website is slow, comparatively speaking, on pulling up info and reports. Review Source JM Jill M. Insurance Producer Insurance Used the software for: 2+ years ### "How ePayPolicy has helped our company" December 26, 2023 5.0 Pros This service has helped us change the receipt of a payment from the client that took at least 3 or 4 days, and sometimes a week or more, down to an immediate turn-around in some cases. Cons The dashboard is not intuitive, even for users in our office who are billing a client on a weekly basis, it is not always easy to find an invoice, or change an invoice if there is a need. Switched from [QuickBooks Desktop](https://www.capterra.com/p/212058/QuickBooks-Desktop-Pro/) Company change, the new owner did not prefer QuickBooks, and this option was better and faster to generate the bill to the client. Review Source LG LIVIO G. PRESIDENT Insurance Used the software for: 1-2 years ### "It pays to ePay!" December 12, 2023 5.0 Pros The ease of use and the ability to immediately take payments has made my agency much more productive. It saves us so much time and money, not having to 'chase down' payments from customers promising to mail us the payment. Cons I have no cons. My needs are very basic and suits them very well. Review Source HB Holly B. Managing Partner Insurance Used the software for: 1-2 years ### "Makes accepting payments easy" December 12, 2023 4.0 It's been a pretty good experience. We thought about switching to a different vendor for electronic payments because it integrates with our management system, but there weren't enough savings of time or money to make the change worthwhile. Pros It makes accepting electronic payments easy. We did not have the ability to take credit or debit cards prior to signing up for , and it makes it easier to get paid. Cons I haven't been able to send payments to carriers through , even though I know the feature is available. I can't find the carrier I need. Reason for choosing ePayPolicy We did not choose over an alternative at the time of original purchase, but since then have looked at Applied Pay because it integrates with our agency management system. There just wasn't enough savings of time or money to be worth the hassle of switching providers. Review Source JC Janet C. Account Manager Insurance Used the software for: 2+ years ### "Epay is Easy " December 16, 2023 5.0 Very easy to enter the information in for client and explaining to them with fee applies if pay by ACH or creditcard and getting payment confirmation right away. Pros It is easy for a client to understand how to make a payment even if they do not know how to use a computer. Cons We only use e-pay for payments not policies. It was confusing at first who the payer was and payment information. Review Source CH CAROL H. oPERATIONS mANAGER Insurance Used the software for: 2+ years ### "Love E-pay" December 12, 2023 5.0 Pros So easy to implement and use. Many of our other Agencies we do business with use E-pay as well so we are proficient with their pay system now. Cons We hate that ANY fee has to be charged BUT e-pay is very standard and simple. Switched from [Merchant Services](https://www.capterra.com/p/110828/PayConex/) Every card that was used had a different fee so we never knew what to charge the customer and many times we overcharged or ended up eating the fees ourselves. Review Source AB Alexa B. Operations Manager Insurance Used the software for: 1-2 years ### "Epay Survey" December 13, 2023 5.0 I love it. I am very happy and satisfied with Epay and will continue to use it. Pros It is very fuctional and easy to use. It gives instant notification to your email when a payment is received. And it processes the funds quickly through your bank. Cons Nothing, it is an amazing tool that I will continue to use. Alternatives considered [Square Point of Sale](https://www.capterra.com/p/275802/Square-Point-of-Sale/) Reason for choosing ePayPolicy The representative that we spoke to was very nice and helpful and that helped us decide ePay over anything else. Review Source MM Melissa M. Operations Manager Insurance Used the software for: 2+ years ### "ePayPolicy - An application we didn't know we needed!" December 12, 2023 5.0 Overall experience has been overwhelmingly positive! Pros Love the accessibility, ease of use, and convenience for both our policyholders (paying us) and accounting department (to pay carriers/insurance vendors) Cons The percentage credit card fee - this can become quite pricy depending on the size of the transaction Review Source DB Daniel B. Principal Agent Insurance Used the software for: 2+ years ### "Don't know what is asking" December 12, 2023 5.0 Very good overall experience with Epay use in office. Pros What I like about Epay is one of the most easiest and convienent tools we have to work with. Cons The least thing I didn't like about epay was the fee amounts are a bit higher than a few other companies that have asked to switch over and sometimes the amount of time it takes to secure payments at 100%. Review Source LH LUIS H. AGENCY PRINCIPAL Insurance Used the software for: 2+ years ### "EASY TO USE EPAY" December 12, 2023 5.0 SO FAR SO GOOD, I LIKE HOW EASY IT'S BEEN FOR OUR TEAM TO USE IT. Pros SUPER EASY TO USE IS THE BIGGEST TAKE AWAY FOR OUR AGENCY Cons THE FEES ON CC I THINK THEY SHOULD BE CAPPED IF POSSIBLE Reason for choosing ePayPolicy MARKETING COLD CALL FROM A REP A COUPLE OF YEARS AGO Review Source CE Cindy E. ceo Insurance Used the software for: 2+ years ### "its okay, not the best to use" December 15, 2023 4.0 Pros online only i am not that big of a fan on the price Cons price is not very good and it takes too long to process Review Source NC Nina C. Office Manager Insurance Used the software for: 6-12 months ### "Very helpful tool " December 12, 2023 5.0 Overall we have had a great experience and like how much it has simplified receiving payments. Pros We like how easy it is to receive payments from clients. We have the link included on our invoices and our clients pay that way. Cons The time it takes for the money to be available. For some of our larger payments we prefer not to wait and will have these sent through a wire instead so they can be processed faster. Reason for choosing ePayPolicy This was the first company that reached out about this type of product so we went with it. Review Source BS Bradley S. President Insurance Used the software for: 2+ years ### "insurance industry standard" December 13, 2023 5.0 very positive. most of our carriers use it to make it ez to pay them Pros local office in El Campo and Austin. The easiness it is to use Cons premium cost added to pay for bank and credit card Review Source BJ Bruce J. President Insurance Used the software for: 1-2 years ### "ePay good value " December 13, 2023 5.0 Overall very positive experience with ePay Policy. Pros Ease of use for my staff and clients find it easy to use as well. Cons Do not have any issues or complaints with ePay. We use it frequently to avoid having clients bring or mail us checks. Reason for choosing ePayPolicy ePay cost was so reasonable we did not consider any other product - no regrets Review Source SR Shruti R. customer service representative Insurance Used the software for: 2+ years ### "Review for Epay" April 24, 2024 5.0 Good so far, but has been easy to use and accessible Pros ease of use and convenience, accessibility and comfort Cons it is a bit on the pricey side, can be less expensive Review Source SB Sierra B. Manager Insurance Used the software for: 1-2 years ### "EpayPolicy is a gamechanger" December 12, 2023 5.0 We have used for years and have nothing but good things to say. It has helped facilitate our large growth as all payments can just be done online and there is no waiting for checks in the mail. Pros Simplicity of the payment site and the ease of sending the link to clients Cons The admin site is quite slow, but it does its job. Review Source SC SANDRA C. COMMERCIAL ACCOUNT Insurance Used the software for: 2+ years ### "I love epay" December 12, 2023 4.0 very easy to use and i enjoy the process, due to the ease of billing and the confirmation Pros Easy to process and the clients are satisfied Cons The fee for using credit cards is too much Review Source Melyssa M. IT Systems Manager Insurance Used the software for: 2+ years ### "ePayPolicy is a Champion Partner" May 4, 2020 5.0 The customer service experience is exceptional and I couldn't be more pleased with the decision to engage them for epayment. As the only vendor at the time which integrated with our Vertafore product I initially felt captive in selecting them, but they are a delight to work with and our customers love it as well! Pros This software could not be easier to use. The pricing makes it a no-brainer to offer epayment options to clients and the portal is very quickly set-up and customized. Cons I wish we would customize the skin or colors for our branding. Review Source TG Timothy G. IT Projects Coordinator Insurance Used the software for: 1-2 years ### "Excellent Option for Insurance Payments" December 12, 2023 4.0 Pros During implementation, we requested a number of changes for the client-facing interface, and the technicians at were very helpful. Cons The initial client interface was a bit mysterious for our clients, however assisted us in making the site more user-friendly. Review Source BA Brandy A. Agency Owner Insurance Used the software for: 2+ years ### "Effective and efficient!" December 12, 2023 5.0 Excellent! Essential to our business! Reports are easy to download and work into our accounting system. Pros The ease of use and immediate notification. Cons We are unable to set up reoccurring payments without action from the client. Switched from [Square Payments](https://www.capterra.com/p/170278/Square-Payments-Processing/) Price and easy of use. Just a better product all the way around. 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