# Page 8 | ePayPolicy Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 8 - 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 8 - Reviews of ePayPolicy

## Showing most helpful reviews

Showing 176-200 of 247 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

LS

Lindsay S.  
Insurance Agent  
Insurance  
Used the software for: 6-12 months

### "Insurance Agents for EPAY "

December 12, 2023

5.0

Pros

Payment processing has become far more efficient within our agency and accounting takes up less time.

Cons

Do not have anything to dislike about Epay.

Review Source

VR

Vivienne R.  
Receptionist  
Insurance  
Used the software for: 6-12 months

### "Makes my everyday workload easy!"

December 12, 2023

5.0

I use ePayPolicy to process payments daily for our insureds. It makes my job easier knowing i can email the clients their receipts directly from the portal.

Pros

Processing and fess are clear in an easily articulated interface.

Cons

I wish there were a way to send the processing receipt to multiple emails.

Review Source

RK

Ryan K.  
VP  
Insurance  
Used the software for: 2+ years

### "Payments Made Simple"

December 12, 2023

5.0

Pros

Easy to understand and simple for clients to process payment

Cons

Occasionally client does the CC fee option vs using their checking account and does not realize the fee on top of the invoiced amount but it is pretty well shown to choose your payment option.

Review Source

JM

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

### "Ease of Use"

December 12, 2023

5.0

Pros

Hassle-free payment processing for us and our clients.

Cons

The processing time it gets but work out just fine.

Review Source

lM

lee M.  
owner  
Financial Services  
Used the software for: 2+ years

### "Confusing and over priced CC & EFT processing"

December 12, 2023

2.0

If I could find another company to process the payments for less I would use them. We do not do a large volume so I have not looked real deep on this matter.

Pros

Gives us the ability to process down payments online

Cons

Price and useability Why do they charge us a monthly fee when they are collecting Exorbitant fee's from the client's. Does not save clients info in their system for people you send invoices to on a regualr basis.

Review Source

CS

Crystal S.  
Insurance Agent  
Insurance  
Used the software for: 6-12 months

### "Made my billing so much easier"

December 13, 2023

5.0

Very happy with EpayPolicy for servicing my customers and making receiving payments a lot easier and quicker.

Pros

I like the personalization of my Payment Website and the low cost for both myself and my customers to use this service.

Cons

Sometimes the deposit time goes over 3 days which is a little rough but it has only happened about 2 times in the year I've been using them.

Review Source

JR

Jaimee R.  
President  
Insurance  
Used the software for: 1-2 years

### "Eazy Peazy"

December 13, 2023

5.0

Mostly positive, problems I've had were addressed quickly

Pros

My clients like the ease of using ePay to pay their premiums; I too appreciate being able to easily pay my carriers and wholesalers. The platform is pretty straight forward to use and you can customize your individual page which is a nice feature.

Cons

I don't like having to pay when I send payments--I pay a monthly fee to ePay so I should be exempt from those payment sending fees! I also don't think the "back" pages where admins check what's going on are very user friendly--it can be challenging.

Review Source

KS

Kaitlin S.  
Office Manager  
Insurance  
Used the software for: 2+ years

### "Easy to use"

December 12, 2023

5.0

It's been very helpful in so many ways. I get notified when a payment is made. Also when a batch is taken out.

Pros

It helps with our customers that can't come into the office to make payments.

Cons

The fees on credit/debit card fees would be my least thing I like about it.

Review Source

Gabriel J. P.  
OWNER  
Insurance  
Used the software for: 6-12 months

### "FAST & EASY "

December 12, 2023

5.0

EASY & FRIENDLY SYSTEM AND THEY CAN ANSWER FAST WHEN YOU NEED IT

Pros

MANY MGA WORK WITH EPAY SYSTEM AND CAN BOUND POLICYS FASTER

Cons

CAN NOT RECEIVE LARGE PAYMENTS WITHOUT AUTHORIZATION

Review Source

SW

Sharon W.  
Principle  
Insurance  
Used the software for: 2+ years

### "SET IT and FORGOT it Option for our insureds"

December 12, 2023

5.0

A set it and forget it system that allows our insureds to make payments, easily.

Pros

Our insureds understand how to use this option and the ease of use.

Cons

That I didn't find it sooner. Although we have been on the system for over two years now .... I wish I was a beta user.

Reason for choosing ePayPolicy

We all evolve and this is exactly what evolution is.

Review Source

KB

Karl B.  
President  
Insurance  
Used the software for: 1-2 years

### "Payment Processing "

December 12, 2023

5.0

Pros

Ease of working with the system and company reps

Cons

If using a credit/debit cardd the transaction fee is on the high side

Review Source

JB

Jami B.  
Vice President  
Insurance  
Used the software for: 1-2 years

### "Excellent Solution "

December 12, 2023

5.0

Pros

ePayPolicy is so easy to use and my clients love the convenience of being able to make their insurance premium payments on a credit card. Also, takes the admin work away from our internal accounting team.

Cons

We have no issues. It is so easy to use and the extra fees are clearly outlined for our customers.

Review Source

wE

wadih E.  
PRODUCER  
Insurance  
Used the software for: 2+ years

### "user friendly"

December 13, 2023

5.0

it has been excellent, and it made clients pay their invoice faster and hassle free.

Pros

Efficient and get the job done fast. client has been loving it and have not gotten a single question about how to use it.

Cons

It can use some improvement on how to generate payment.

Review Source

GC

Gisela C.  
President  
Insurance  
Used the software for: 2+ years

### "Easy and convenient to use "

December 13, 2023

5.0

Easy to process payments for our customers

Pros

Easy and safe way to process payments from our customers

Cons

Some customers complain about charges but when they do comparison shopping for payment processing most companies charge the same

Review Source

TG

Tracy G.  
Bookkeeping  
Insurance  
Used the software for: 2+ years

### "Don't want to work with out it."

May 4, 2020

5.0

We are able to close files faster without having to wait for paper checks to arrive in the mail.

Pros

ePayPolicy is such a user friendly software. I love that a customer and take care of a transaction in minutes and we don't have to wait for a paper check to arrive weeks later in the mail.

Cons

We've been using ePayPolicy for several years and we haven't had any bad experiences.

Reason for choosing ePayPolicy

The user friendly software and customer service team!

Review Source

BB

Brent B.  
Managing Member  
Insurance  
Used the software for: 1-2 years

### "Makes my life easier"

December 12, 2023

5.0

I am overall very happy with how simple everything is.

Pros

Simple is the name of the game. It integrates easily with My Invoicing software and Clients are easily able to make payments with it.

Cons

Fees charged to clients are high. $10 fee for ACH is too much

Switched from

[authorize.net](https://www.capterra.com/p/221412/authorizenet/)

I was Frustrated with all of the hidden fees I was being charged for.

Review Source

SR

Sylvia R.  
Agency Manager  
Insurance  
Used the software for: Less than 6 months

### "Best Product for Payment Processing"

December 12, 2023

5.0

Pros

ePay makes processing payments seamless for the staff and client's when sending a link for them to make their own payment. For us this was more expensive than our older service but well worth the price.

Cons

The system does move a bit slow when you are logged in to your main portal. But never on the payment processing side.

Review Source

RD

RUBEN D.  
OWNER  
Insurance  
Used the software for: 1-2 years

### "Electronic payment made easy"

December 12, 2023

5.0

Pros

The ease of use with an email invoice or the use of clicking on a link designed to receive payment for the client with ease. They can pay via credit card or EFT. The client receives an email of a receipt and so do we as the agent.

Cons

I don't see anything negative that comes to mind. The system is one of a kind.

Review Source

BM

Betty M.  
Owner  
Insurance  
Used the software for: 2+ years

### "Epay the Easy Way"

December 12, 2023

5.0

Consistent, easy to use and easy for client's to access!

Pros

The ease and documentation of payment processing

Cons

Delay waiting for funding (not their fault but still can take a few days to get funded).

Reason for choosing ePayPolicy

Lower agency cost and lower agency risk.

Review Source

CK

Chester K.  
Accounting Manager  
Insurance  
Used the software for: 1-2 years

### "Great Payment Processer"

December 13, 2023

5.0

Pros

The User Interface is simple to use on both sides of the transactions. The fee structure is simple and cost effective.

Cons

The only con was we needed to update out single transaction processing limit. once that was complete, we were 100% happy!

Review Source

NK

Nicholas K.  
Owner  
Insurance  
Used the software for: 2+ years

### "ePay Review"

December 12, 2023

4.0

Pros

Ability for clients to pay via ACH or credit card.

Cons

Time it takes to receive funds from ePay.

Review Source

RB

Richard B.  
Agency Principal  
Insurance  
Used the software for: 1-2 years

### "General consensus from insurance agency owner"

December 12, 2023

5.0

The system and process is extremely user friendly. Moreover, the support (when needed) has been prompt and always helpful.

Pros

It's a simple, secure and efficient way to receive premium payments as well as pay other carriers.

Cons

The delay in receiving funds into our account once the client payment is made.

Review Source

VO

Valley O.  
Bookkeeper  
Insurance  
Used the software for: 6-12 months

### "EPAY POLICY REVIEW"

December 12, 2023

5.0

WONDERFUL I RECCOMEND IT TO EVERYONE AND MOST INSURANCE WHOLESALERS USE EPAY

Pros

QUICK AND EASY PROCESS TO COLLECT PAYMENTS FROM CUSTOMERS.

Cons

THE TIMEFRAME ON HAVING THE MONIES DEPOSITED INTO BANK ACCOUNT. TAKES A BIT OF TIME TO RECEIEVE MONIES.

Review Source

KO

Kayla O.  
Accounting Manager  
Insurance  
Used the software for: 1-2 years

### "Insurance Agency"

December 12, 2023

5.0

We have found that ePay is a very convenient, easy to use platform. They have a very straight forward website and as the admin, it is easy to look back at previous transactions to find things. I also like that so many other companies use them to process payments.

Pros

We are able to email our personalized ePay link to our insureds so they can make a payment quickly. Most of our customers use the ACH/Check feature which has a low fee, but it does give the option of a credit/debit card if needed.

Cons

When we get the email alert about batches sent to the bank, they don't break down what is included. We often have multiple at the same time so it would make it easier to verify all the amounts went through OK.

Review Source

ML

Mason L.  
Accountsnt  
Financial Services  
Used the software for: 6-12 months

### "Great Service!"

May 5, 2020

4.0

Overall it has been great. We have shifted a large share of our payments online with this vendor and the costs are paid directly by the insureds. We do not have to deal with the regularity fees and such.

Pros

This allows our clients to pay however they want and when they want. The recurring feature lets insurers set up their payments and not think about the monthly invoices. And now with COVID-19 our company is so happy we have this set up to receive payments when we are all working remotely.

Cons

When setting up recurring payments there is no ability to edit anything. It is either what you set up or cancel it and start over. It does not pull from our client manager either. So insurers who have endorsements have to cancel and set up their payments again.

Reason for choosing ePayPolicy

The effort of payment and setting up recurring payments is o. The user and not our staff.

Review Source

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