# Page 9 | ePayPolicy Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 9 - 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 9 - Reviews of ePayPolicy ## Showing most helpful reviews Showing 201-225 of 257 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use 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 DS David S. Vice President Insurance Used the software for: 2+ years ### "A great product for online payment processing" December 12, 2023 5.0 Pros It's easy to send our clients an online prefilled payment link. Cons I don't have an issues with the platform. Review Source GB Greg B. CFO Insurance Used the software for: 6-12 months ### "ePayPolicy review" December 12, 2023 5.0 I was reluctant at first...now I realize it was one of my better business decisions. Has helped with A/R tremendously. Pros Ease of setting up and collecting payments from clients Cons I have no complaints regarding ePay Policy Review Source KE Karen E. Partner Insurance Used the software for: 2+ years ### "Great Product " December 12, 2023 5.0 Pros Ease of use, clients to use it, it has helped our retention Cons We do don't really have any cons. At this time I can't think of nay Review Source DV Donna V. Agency Principal Insurance Used the software for: 2+ years ### "Great product for the money it costs" December 12, 2023 5.0 Great, except for the 1099 at the end of the year. Premiums collected are not "INCOME" to my agency, they are gross premiums, 90% of which is the carrier's premium. Not taxable. Pros Efficient collection of insurance premiums Cons sending me a 1099 at the end of the tax year, which the IRS thinks is unreported income! Review Source AB Ashley B. Office Manager Insurance Used the software for: 2+ years ### "ePay Review " December 12, 2023 5.0 The experience has been good. The system is easy to use and if you need to void a payment or make a change, the system is pretty easy. The few times I have spoken to customer support they have been able to assist quickly! Pros Ease of use for the agency and the client Cons There is a cap to the amount you can take for a payment. You can get it raised but there is specific documents that need to be sent it. Some of our commercial clients have higher premiums and they have to make multiple payments if they want to pay online. Review Source LD Leslie D. Principal Insurance Used the software for: 1-2 years ### "Easy to use and implement" December 12, 2023 5.0 Great experience, easy to implement and understand Pros Super easy to use, great communication! Cons Customer's processing fees sometimes deters them from using the ePay option Reason for choosing ePayPolicy Recommended by a partner carrier in the same industry Review Source DO Dominic O. Agency Owner Insurance Used the software for: Less than 6 months ### "Best Decision for our Agency" December 12, 2023 5.0 Amazing, it was something we ABSOLUTELY needed and I didn't realize how much we actually needed this Pros Easy to use, simple to teach others and provides all the things we could need. Cons Wish we could process payment faster, wish that we had a longer timeframe to cancel out a payment. Alternatives considered [Fortis](https://www.capterra.com/p/77341/fortis/)[Square Payments](https://www.capterra.com/p/170278/Square-Payments-Processing/) Reason for choosing ePayPolicy Just a better overall product! Easy decision Switched from [Fortis](https://www.capterra.com/p/77341/fortis/) Not a simple system like ePay, there's was so complex and not very user friendly Review Source dW don W. CEO Insurance Used the software for: 1-2 years ### "DNI Services LLC" December 12, 2023 5.0 okay, not as great I would like it to be Pros ease of use and simplicity of use. Easy to understand. Cons takes to long to receive payment form the bank Review Source VY Victoria Y. Officer Insurance Used the software for: 6-12 months ### "Great way to lessen your workload" December 18, 2023 5.0 Pros Just wish I had gotten started on ePayPolicy earlier. It makes AR and AP so much easier and in turn, it frees up a lot of time for getting new business! It is super easy to setup, use and the fee is very reasonable. Cons I don't have any complaints, the customer service has addressed a few of my requests for edits right away. Review Source CP Cathy P. Operations Insurance Used the software for: 6-12 months ### "ePay is very easy to use and benefit from" December 12, 2023 5.0 Pros easy of payment and integration with our management system Cons how long it takes for the transactions to hit our bank account Review Source RG Ralph G. Office manager and Producer Insurance Used the software for: 1-2 years ### "fixes our problem" December 12, 2023 5.0 Pros options to pay via cc or ACH, automatically sends receipt to customer. Cons ease of use. This is something that is user friendly. Review Source TL Tricia L. Owner Insurance Used the software for: 1-2 years ### "Great product " December 12, 2023 5.0 I am thankful for the option for me and my clients Pros Ease of use is great and quick and simple for clients to pay too Cons Changing accounts is cumbersome when I want my deposit account to change Switched from [Merchant Services](https://www.capterra.com/p/110828/PayConex/) Less cost and client pays fee for use not agency Review Source vW valerie W. Insurance Agent and Office Manager Insurance Used the software for: 1-2 years ### "Ease of Use Makes Epay a Win! " December 13, 2023 5.0 We've been very happy with the service. It's paid for itself because we gain clients who otherwise wouldn't have to mail payment or come in person with cash. Pros It's easy to use , and the fee is right on pint. Cons The only con is the multiple emails received when a payment is made. Perhaps a box that says send me confirmation email or don't send me confirmation email. No true complaints though. It is good to know the payment processed. Review Source VT Valerie T. Accounting Specialist Insurance Used the software for: 2+ years ### "Very easy to use" December 12, 2023 5.0 Pros Ease of use. Clients easily use our link to make a payment. Cons Overall we have been very happy with ePay. I would like to use it more to make payments. Review Source JA John A. Managing Member Insurance Used the software for: Less than 6 months ### "Great payment portal for customer service businesses" December 13, 2023 5.0 I am very happy and plan on using epay for a very long time Pros My favorite feature about epay is the fact that we can prefill a link with an invoice page and our name shows up. I also like that the payment page shows the price fees for ACH versus card. Cons The system seems to lag sometimes and delays our processing time 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.