# Page 7 | ePayPolicy Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 7 - 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 7 - Reviews of ePayPolicy

## Showing most helpful reviews

Showing 151-175 of 247 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

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

SB

Sierra B.  
Manager  
Insurance  
Used the software for: 1-2 years

### "EpayPolicy is a gamechanger"

December 12, 2023

5.0

We have used ePayPolicy 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 ePayPolicy were very helpful.

Cons

The initial client interface was a bit mysterious for our clients, however ePayPolicy 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.

Review Source

TW

Tom W.  
Managing Member  
Insurance  
Used the software for: 1-2 years

### "E PAY Ease of use"

December 12, 2023

5.0

It has been excellent. We get notofied by eam when a payment comes. We can also track them easily on the website.

Pros

It is very easy to use and my customers love it. Funds post within 24 hours.

Cons

Chargebacks are few but can be difficult. Wish there was a way to verify funds like a wire transfer.

Review Source

PV

Paul V.  
President  
Insurance  
Used the software for: 2+ years

### "President/Owners"

December 12, 2023

5.0

Great product! I would recommend to any insurance agency.

Pros

Very easy to use and dependable product. Would recommend.

Cons

no comment do not have any dislike. Would recommend.

Review Source

LP

Larisa P.  
CFP  
Insurance  
Used the software for: 1-2 years

### "Very easy for our clients to use"

December 12, 2023

5.0

Okay for now, we wish it get offer more like making automatic transactions to our agency management system

Pros

that I can email a link for my client to make a payment

Cons

fees associated with debit/credit card payments; I wish it can be integrated with our Applied Epic management system that will work with our accounting processing

Reason for choosing ePayPolicy

our underwriter recommended, so I decided to give it a try; so far so good, our accounting ok except it still requires manual entries to our agency management accounting system; at least it is easy for our clients to use

Review Source

JD

Jon D.  
Director  
Insurance  
Used the software for: 6-12 months

### "Fast and easy"

December 12, 2023

5.0

System has been, great all of my staff raves about it.

Pros

Saves time and stress and is really convenient.

Cons

Check Fee little higher than some other companies.

Review Source

DM

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

### "Quality and Ease of Use"

December 12, 2023

5.0

Pros

What you see is what you get! It is easy to use from the agent side as well as the end user!

Cons

It does not integrate with our agency management system.

Review Source

MS

Michael S.  
Owner  
Insurance  
Used the software for: Less than 6 months

### "Worth every cent"

December 14, 2023

5.0

From the ease of onboarding, to clients paying our office to paying our own invoice via epay it all has been super easy. Our representative \[sensitive content hidden\] has been available and helpful anytime we have had questions.

Pros

Saves me time, postage and stationary. The tracking of payments helps keep everything in line.

Cons

I wish I would have found this option sooner

Reason for choosing ePayPolicy

Cost of the monthly fee and ease of use but eventually we plan to have Applied Epic handle our accounting and we might need to make a switch for overall ease of use.

Review Source

DGA

Debra G A.  
Principal  
Insurance  
Used the software for: 6-12 months

### "Happy Customer"

December 15, 2023

5.0

My payments come quickly and helps with accounting for clients.

Pros

Payments are fast and easy for clients. They are happy.

Cons

There is nothing I dislike about epay services.

Review Source

CC

Chris C.  
Owner  
Insurance  
Used the software for: 2+ years

### "Excellent software and always recommend to other agents"

December 12, 2023

5.0

Highly positive experience, love working with ePay.

Pros

I have loved using ePay policy ever since I heard about it on a podcast years ago. I started my own Youtube channel and always recommend it to other agents/agencies out there!

Cons

Speed of getting money into bank account is sometimes slower than I would like

Review Source

DB

Donald B.  
Controller  
Insurance  
Used the software for: 2+ years

### "Epay is so easy to use"

December 12, 2023

5.0

Overall, I very satisfied with the EpayPolicy.

Pros

The payment process is so easy for our clients to use.

Cons

When a need arises, reaching a customer support person is difficult.

Review Source

KH

Kristi H.  
CSR  
Insurance  
Used the software for: 1-2 years

### "Insurance review"

December 12, 2023

5.0

Great product and easy to use. The cost of doing business monthly has been minimal.

Pros

Easy to use, for the company and clients.

Cons

The cost of running a credit card it getting to high.

Review Source

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