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Webgility vs ePayPolicy Comparison (2026)

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Webgility

ePayPolicy logo

ePayPolicy

Overview

Process returns quickly and automatically sync them to QuickBooks. Track orders and change an order’s status in one place.

ePayPolicy is a payment processing solution designed to help businesses in the insurance sector collect credit card and ACH payments from policyholders. The centralized dashboard enables administrators to track transactions, access electronic receipts, and control user permissions.

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from

109

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

25

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

3.5

43

5

4

3

2

1

20

3

6

5

9

  • Value for money
  • Ease of use
  • Features
  • Customer support
49%
would recommend this app

4.9

258

5

4

3

2

1

232

24

0

1

1

  • Value for money
  • Ease of use
  • Features
  • Customer support
95%
would recommend this app

Pros

“The support staff are very knowledgeable and will always get a resolution to your issue when you have one.”
MC

Miranda C.

IT Director

“Webgility is a software that offers several advantages, including efficient technical support and the ability to resolve issues quickly.”
RA

Rita A.

Accountant

“Integrates / syncs inventory & pricing with Shopify, Amazon and Quickbooks”
CB

Chuck B.

CEO

Pros

“It allows proper tracking of invoices whether leading up to due to date or overdue and can automatically notify insureds of overdue payments”
Verified reviewer profile picture

Daniel M.

Principle

“ePay has been a solid solution to managing payments from insureds to our office; with the challenges in the CA insurance markets and more customers having to use non-admitted, agency bill policies, ePay has helped make all the extra work a little easier.”
GG

Gregory G.

CEO

“I'd like to suggest a feature to create/download invoice for Offline-paid invoices (if the amount is over the deposit limit). Though the system does allow an invoice shown as paid offline, there's no receipt available to send over to the insured.”
LZ

Luca Z.

Office Manager - Commercial Insurance Specialist

Cons

“I frequently had issues with corrupted data that resulted from issues with inventory and product sync. When they changed to a cloud-based product, they wanted to increase my yearly cost by 400% despite the issues I had experienced. ”
R(

Richard (.

Owner

“Said I missed their 30 day refund policy, yet it took them over 60 days to get us set up?? How could I make the 30 day refund period when the set up took longer than 30 days??”
TG

Tyler G.

Owner

“The next day another person in the same office called and again was very rude in explaining that my month trial was up but that he would extend my subscription for a month.”
SM

Steven M.

Owner

Cons

“It doesn't integrate with our Premium Finance management software so we manually have to input the payments into our system so the client's policy doesn't get cancelled for lack of payment.”
SL

Sandra L.

President

“Verification codes don't go through email, they go through text, which can be difficult for shared use.”
AB

Annika B.

Accounting and Administrative Coordinator

“Not able to see detail invoice receipt with description that shows the client what they paid for, when using the invoice feature. neither we see it on the receipt)”
AR

Adriana R.

Business Support Manager

  • Vendor responds to reviews
  • Last review2 years ago
  • Vendor responds to reviews
  • Last review5 months ago

Key features

  • Total features75
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Escalation
  • Alerts/Notifications
  • Audit Management
  • Bank Reconciliation
  • Batch Processing
  • Billing & Invoicing
  • Broker/Agent Portal
  • Budgeting/Forecasting
  • Business Process Automation
  • CRM
  • Catalog Management
  • Channel Management
  • Commission Calculations
  • Commission Management
  • Compliance Management
  • Contact Management
  • Cost Tracking
  • Credit Card Management
  • Credit Card Processing
  • Customer Management
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Connectors
  • Data Import/Export
  • Data Security
  • Data Synchronization
  • Debit/Credit Card Processing
  • Discount Management
  • Dunning Management
  • EDI
  • ETL
  • Electronic Payments
  • Email Reminders
  • Expense Tracking
  • Financial Analysis
  • Financial Management
  • Financial Reporting
  • For B2B
  • For Small Businesses
  • Forecasting
  • Insurance Policy Management
  • Integrations Management
  • Inventory Control
  • Inventory Management
  • Inventory Optimization
  • Inventory Tracking
  • Invoice Management
  • Invoice Processing
  • IoT Integration
  • Label Printing
  • Marketplace Integration
  • Mobile Access
  • Mobile Payments
  • Multi-Channel Management
  • Multi-Currency
  • Multi-Location
  • Multi-Period Recurring Billing
  • Multi-Store
  • Multiple Data Sources
  • Multiple Payment Options
  • Online Payments
  • Order Entry
  • Order Management
  • Order Processing
  • Order Tracking
  • PCI Compliance
  • Partial Payments
  • Payment Fraud Prevention
  • Payment Gateway Integration
  • Payment Links
  • Payment Processing
  • Payment Reconciliation
  • Performance Metrics
  • Point of Sale (POS)
  • Point of Sale (POS) Integration
  • Product Catalog
  • Product Data Management
  • Product Identification
  • Purchase Order Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Reporting
  • Real-Time Updates
  • Receipt Management
  • Recurring Invoicing
  • Recurring/Subscription Billing
  • Refund Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Retail Inventory Management
  • Returns Management
  • Sales Tax Management
  • Sales Trend Analysis
  • Search/Filter
  • Secure Login
  • Self Service Portal
  • Shipment Price Calculation
  • Shipment Tracking
  • Shipping Labels
  • Shipping Management
  • Shopping Cart
  • Status Tracking
  • Tax Calculation
  • Tax Management
  • Third-Party Integrations
  • Transaction History
  • Transaction Monitoring
  • Vendor Management
  • Workflow Management
  • eCommerce Management
  • Total features59
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Escalation
  • Alerts/Notifications
  • Audit Management
  • Bank Reconciliation
  • Batch Processing
  • Billing & Invoicing
  • Broker/Agent Portal
  • Budgeting/Forecasting
  • Business Process Automation
  • CRM
  • Catalog Management
  • Channel Management
  • Commission Calculations
  • Commission Management
  • Compliance Management
  • Contact Management
  • Cost Tracking
  • Credit Card Management
  • Credit Card Processing
  • Customer Management
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Connectors
  • Data Import/Export
  • Data Security
  • Data Synchronization
  • Debit/Credit Card Processing
  • Discount Management
  • Dunning Management
  • EDI
  • ETL
  • Electronic Payments
  • Email Reminders
  • Expense Tracking
  • Financial Analysis
  • Financial Management
  • Financial Reporting
  • For B2B
  • For Small Businesses
  • Forecasting
  • Insurance Policy Management
  • Integrations Management
  • Inventory Control
  • Inventory Management
  • Inventory Optimization
  • Inventory Tracking
  • Invoice Management
  • Invoice Processing
  • IoT Integration
  • Label Printing
  • Marketplace Integration
  • Mobile Access
  • Mobile Payments
  • Multi-Channel Management
  • Multi-Currency
  • Multi-Location
  • Multi-Period Recurring Billing
  • Multi-Store
  • Multiple Data Sources
  • Multiple Payment Options
  • Online Payments
  • Order Entry
  • Order Management
  • Order Processing
  • Order Tracking
  • PCI Compliance
  • Partial Payments
  • Payment Fraud Prevention
  • Payment Gateway Integration
  • Payment Links
  • Payment Processing
  • Payment Reconciliation
  • Performance Metrics
  • Point of Sale (POS)
  • Point of Sale (POS) Integration
  • Product Catalog
  • Product Data Management
  • Product Identification
  • Purchase Order Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Reporting
  • Real-Time Updates
  • Receipt Management
  • Recurring Invoicing
  • Recurring/Subscription Billing
  • Refund Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Retail Inventory Management
  • Returns Management
  • Sales Tax Management
  • Sales Trend Analysis
  • Search/Filter
  • Secure Login
  • Self Service Portal
  • Shipment Price Calculation
  • Shipment Tracking
  • Shipping Labels
  • Shipping Management
  • Shopping Cart
  • Status Tracking
  • Tax Calculation
  • Tax Management
  • Third-Party Integrations
  • Transaction History
  • Transaction Monitoring
  • Vendor Management
  • Workflow Management
  • eCommerce Management

Integrations

  • Total integrations19
  • Applied CSR24
  • Avalara
  • BigCommerce
  • BindHQ
  • Extensiv Order Management
  • HawkSoft CMS
  • NowCerts
  • PayPal Payments
  • QuickBooks Online
  • Rithum
  • Shift4Shop
  • ShipStation
  • ShippingEasy
  • Shopify
  • Shopify POS
  • Shopify Plus
  • Square Point of Sale
  • Stamps.com
  • Stripe
  • Vertafore AMS360
  • Volusion
  • Wix
  • WooCommerce
  • authorize.net
  • Total integrations5
  • Applied CSR24
  • Avalara
  • BigCommerce
  • BindHQ
  • Extensiv Order Management
  • HawkSoft CMS
  • NowCerts
  • PayPal Payments
  • QuickBooks Online
  • Rithum
  • Shift4Shop
  • ShipStation
  • ShippingEasy
  • Shopify
  • Shopify POS
  • Shopify Plus
  • Square Point of Sale
  • Stamps.com
  • Stripe
  • Vertafore AMS360
  • Volusion
  • Wix
  • WooCommerce
  • authorize.net