# Page 9 | ePayPolicy Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 9 - 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 9 - Reviews of ePayPolicy

## Showing most helpful reviews

Showing 201-225 of 247 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

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

CM

Christina M.  
Agent-Manager  
Insurance  
Used the software for: 1-2 years

### "An asset to our business"

December 12, 2023

5.0

Pros

This system is so easy to use and has really been a great addition to our business. We haven't had any problems with epaypolicy since we started using it.

Cons

no complaints to speak of. I have not had any issues with this system at all

Review Source

AH

Alan H.  
President  
Insurance  
Used the software for: 2+ years

### "EpayPolicy Ease"

December 19, 2023

5.0

Pros

Epay allows us to provide a secure and simple solution for our insureds to pay their premium and us to pay our E&S Broker in the same timley fashion.

Cons

None. Easy to use and get support if and when needed

Review Source

LK

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

### "Epay"

May 6, 2020

5.0

Epay is excellent to use during this stay at home work life

Pros

Ease of use and ease of receiving payments from our clients

Cons

It’s very easy to use :... no cons in using

Review Source

JR

Joel R.  
manager  
Insurance  
Used the software for: Less than 6 months

### "Epay survay"

December 12, 2023

5.0

Pros

quick to send links for costumers to pay

Cons

no option to select about the cc or policy fee who should pay also to select for each policy if i want to allow recurring payments

Review Source

Ben G.  
Broker  
Financial Services  
Used the software for: 1-2 years

### "Makes Getting Paid Simple"

May 4, 2020

5.0

Has definitely helped us gain and retain accounts, as well as stop dealing with many agency bill problems

Pros

The ability to send a link and instantly receive payment from a client

Cons

I don't have any complaints at this time. Hope it continues to evolve

Review Source

JB

Jordan B.  
Sales  
Insurance  
Used the software for: 6-12 months

### "ePayPolicy works great"

December 12, 2023

5.0

Pros

Easy to use, easy to send to a client to use.

Cons

Nothing much to report here, it functions like it should

Review Source

NK

NINDERJIT K.  
PRESIDENT  
Insurance  
Used the software for: Less than 6 months

### "Its so easy and stressfree that you send link to your customers and receive money for your product in seconds. It makes my life so easy and fast."

December 12, 2023

5.0

My overall experience with epay policy is excellent.

Pros

Its so quick and fast. It is very easy to pay by the customers using link and easy to get money in seconds as no stress. Everything goes smooth with epay. Its stress free transactions all the time.

Cons

There is nothing for now. Everything is going perfect.

Alternatives considered

[GoDaddy Website Builder](https://www.capterra.com/p/182500/GoDaddy-Website-Builder/)

Review Source

CJ

Chris J.  
Owner  
Insurance  
Used the software for: 6-12 months

### "Awesome Product! "

December 12, 2023

5.0

Pros

Easy! From the setup, to the ease of use, to never having any issues. It just works.

Cons

I cant think of anything at the moment.

Review Source

ML

Michelle L.  
Operations  
Insurance  
Used the software for: 1-2 years

### "Great ancillary product for our clients"

December 12, 2023

5.0

Pros

The ease of use for the customers and low cost when using their bank acct.

Cons

The amount of time it takes to get the funds

Review Source

DK

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

### "Simple to Use"

December 12, 2023

5.0

Pros

Once set up, ePayPolicy is so simple to use. Sending a link to clients is easy and they are able to pay using a credit card or bank account with ease.

Cons

Sometimes the time between client payment and the money getting to our account seems excessive.

Review Source

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