Agency Matrix vs ePayPolicy

Jenesis Software

Applied Epic

ePayPolicy

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.

Jenesis Software is an insurance agency management solution that helps independent agencies reach out to potential prospects, manage clients, and improve relationships with policyholders. Key features include document management, cancellation tracking, renewal management, and marketing automation.

Applied Epic is a cloud-based insurance business management solution that helps agencies manage customer relationships, sales opportunities, accounting, benefits administration, and more. Key features include process management, document storage, messaging, electronic signature, and reporting.

Owner

I have trouble getting customer service on the phone & replies to my emails to support are slow, that is, if I get a response.

Insurance Agent

It has taken a little time and practice to really get comfortable with the system but any time I've had to reach out to customer service with an issue, they have been very quick to assist and usually are able to resolve any issue I have.

Office Manager/Agent

Any time I have had to call for support, everyone has been very helpful and courteous.

Insurance Agency Automation Solutions
Agency Software

Activity Dashboard

Activity Tracking

Calendar Management

Client Management

Client Portal

Commission Management

Contact Database

Contact Management

Customizable Reports

Document Management

Document Storage

Email Marketing

Forms Management

Insurance Policy Management

Invoice Management

Lead Management

Pipeline Management

Policy Management

Property & Casualty

Quotes/Estimates

Reminders

Reporting & Statistics

Self Service Portal

Task Management

Third-Party Integrations

Workflow Management

Agency Matrix

Web-based

iPad

Windows

iPhone

Android

AgencyBloc AMS+

NowCerts

Standard Pricing

Account executive

Also, not a lot of companies downloaded into their system, nor did they download in attachments to client files.

Originally, we were told it had Progressive on their rater for Minnesota and they did not.

There's no way to run an agency when you are at the mercy of a company that doesn't answer to their actions but makes sure to call you ONLY when your payment doesn't go through.

Owner/Manager

With Insurance Pro I searched a policy number and got that individual policy. With Agency Matrix I type in the same policy number and get EVERY POLICY under that client name (Client in question is a mobile home dealer with about 200 active policies, I have to dig through ALL of them to find the one that needs input!)

you'll get mothing - The other company sealed the deal today we had a issue with the PL rater and they remoted in in less than 5 mins corrected it on the first call - I just called matrix and canceled

They should have a lot more training up front.

I have been with Agency matrix for 15 years - I recently switched mainly because the support once ZYwave purchased went to Zero - really if you don't believe me  try calling them 1-800-456-2074 or email them support@zywave

For example, today is 03/18/24, and this morning, we received a message from Zywave that the system will be offline on 3/19/24 from 11am-3pm.

The system is cloud-based and works fast compared to our old system.

For a client with multiple policies I have to search the list of ALL their policies to find the ONE that needed updated.

Unfortunately we're stuck with it, because we trusted Insurance Pro and didn't request a demo, we simply signed the agreement and now are locked in to a one year agreement for an inadequate program.

In the beginning, Agent Matrix was good and agent-focused.

Account Executive

I feel they could make some upgrades that makes it faster and easier to use for Account Executives.

Agent

This product is not only easy to use but it makes your work life that much more organized and efficient

Ability to keep all customer data, accounting, commissions in one program and variety of reports and correspondence options.

Manager

It lacks of some preset templates for agents / mangers / CSR based on most common configurations (best practices) with the option to add or remove permissions.

Agent 

I can transfer info from my Applied Rater straight into Agency Matrix so  I have all the information transferred when I'm ready for it.

owner agent

The new task system isn't as good as the prior version, the new notes updates now has extra required fields and extra steps.

I like how you have the ability to integrate the system with other systems we use day to day to help eliminate extra work and making things more streamline.

COMMERCIAL ACCOUNT MANAGER

YOU CAN THEN SELECT AND COPY THE CLIENT'S EMAIL, PASTE IT IN THE SEND TO BOX, THEN DESELECT CC THE CLIENT, AND YOU ARE GOOD TO GO.  

I think the quotes done on ITC should automatically transfer to the Matrix when quoted and marked under "Quote Received" or something showing the notes from ITC.

owner

The fact that the email and custom letter features are not compatible with usual business systems like Outlook or Word makes it difficult.

I asked twice in two different ways for a call regarding the steps to upgrading to a higher tier and no one called or emailed me back. When I am putting in a new client, a popup will say "there may be another client in the system with this info" but it doesn't tell who it is.

Executive Assistant

Our team had little problem learning how to use the system after only a few basic training sessions.

V-President

Matrix has made a habit of making changes without letting the end user know what they are changing and how it will affect this business until it has already happened.

THE TOOLS TO SERVICE A DIVERSE COMMERCIAL BOOK WITH MULTIPLE STANDARD A SURPLUS LINES CARRIERS JUST AREN'T THERE.

Vice President

Never was able to talk to someone when i needed help with the system.

Director

This allows us to build the sections of the insurance process that are most important to us.

Agency Owner

Some imbedded products are best to use outside sources, like the texting and telephony option.

I had major issues with the company...including them totally deleting my file without my permission and the potential loss of data.

Agent/owner

When I started my agency , I had experience with several different agency management systems, most were out of my price range as a new startup.  

The new product, while a bit pricey, it is more technologically advanced and comes with training and training videos.

I think it is the management system that will help us maintain & increase clients for our agency.

It can be very complex with the set up of the system and really getting familiar with all of the features offered on the site and to really get the most out of what's offered.

President 

Fees and Taxes do not stay in totals with any edits to policy details.  

INFORMATION HAS TO BE ENTERED IN SEVERAL PLACES, ENTERING IN ONE SPOT DOESN'T FILL

I have repeatedly asked if we could change the driver's license number to Medicare number, which is a solid No.

President

Wish it could be more customizable to really be tailored to what my companies needs are.

The upgrade for agency financing was a nightmare & creates more work for the agency.

They should have training webinars and have users join based on the area of interest.  

I like to automated emails I can send for renewals.

I have a rep (who was recently terminated) that kept me calm and told me this is not the norm and he worked hard with others to get me up and running again.

Multiple features and helps inter office communication

Office Owner

I can access all the text messages and email sent/received .

Email Management

Customization

Agency Management

Payment Processing

Training and Learning Curve

Integration and Changes

Communication Issues

Growth Challenges

Updates and Upgrades

Large Enterprises

Small Business

Mid-size Business

Freelancers

Zywave

PayPal

PayPal provides an end-to-end suite of tools that can integrate with a business's existing systems and service providers. Its network of shoppers and businesses provides AI-driven data insights to help businesses reach new customers and drive results.

Venmo

Venmo is a digital wallet and payment gateway that allows customers to send money and make purchases via mobile device, and share activity via the purchase feed

Stripe

Stripe is a financial infrastructure platform that enables businesses to accept payments online and in person. It offers a suite of APIs for payment processing, subscription management, fraud prevention, and financial services integration Stripe provides both developer-focused tools with extensive documentation and no-code solutions for businesses without technical staff.

Principal

I also appreciate that whenever I had a question, their customer support was quick and helpful.

Insurance Services Manager

During our initial onboarding all staff were very informative and helpful. Upon our roll out and needing assistance, customer service was just a phone call away and were very eager to assist with our questions.

Access Controls/Permissions

Accounting

Accounting Integration

ACH Payment Processing

Alerts/Escalation

Alerts/Notifications

Audit Management

Batch Processing

Billing & Invoicing

Broker/Agent Portal

Commission Calculations

Compliance Management

Credit Card Processing

Customizable Branding

Customizable Fields

Customizable Templates

Dashboard

Data Security

Debit/Credit Card Processing

Dunning Management

Electronic Payments

Email Reminders

Integrations Management

Invoice Processing

Mobile Payments

Multi-Period Recurring Billing

Multiple Payment Options

Online Payments

Partial Payments

Payment Fraud Prevention

Payment Gateway Integration

Payment Links

PCI Compliance

Receipt Management

Recurring Invoicing

Recurring/Subscription Billing

Refund Management

Reporting/Analytics

Search/Filter

Secure Login

Status Tracking

Transaction History

Transaction Monitoring

By industry, ePayPolicy reviewers are most commonly professionals in insurance (96%). The most frequent use case for ePayPolicy cited by reviewers is payment processing (85% of reviewers).

Users and use cases

Some users say ePayPolicy offers a transparent fee structure and appreciate the low ACH fees and ability to pass credit card costs to customers. However, some reviewers feel credit card and ACH fees, as well as monthly charges, are excessive.

Value for money

ePayPolicy is a payment processing program with key features that include payment processing, electronic payments, online payments, debit/credit card processing, and more.

Chromebook

Linux

QuickBooks Online

Square Payments

Square Point of Sale

Basic

High processing fees concern

Poorly designed programming, website, payment are not easy to make and fees are much higher than others

Customer's processing fees sometimes deters them from using the ePay option

45% of reviewers feel negative about ePayPolicy’s pricing. Users think credit card and ACH fees are higher than competitors, and some reviewers find these costs difficult to explain to clients. Reviewers indicate that processing fees sometimes deter clients from using the service, especially for larger transactions. Some users report frustration with fee increases and the lack of negotiation on charges. Reviewers say the monthly fee and overall expense are significant drawbacks, with several mentioning that clients complain about paying more than necessary.

Effortless client usability

Office Manager and Commercial Department Manager

It's easy for our office and clients to navigate.

Broker

So far great had a few clients take advantage of the service made it super simple to get the business in a safe way the clients trusts.

97% of reviewers feel positive about ePayPolicy’s client experience. Users think the platform is easy for clients of all ages to navigate, with intuitive steps and a user-friendly interface. Some reviewers find that their clients trust the system, appreciating its in-house feel and secure handling of information. Reviewers indicate that the ease of use saves time for both staff and clients, and they appreciate the flexibility and convenience provided. Some users report that clients rarely have issues, and the platform’s accessibility helps with client retention and satisfaction.

Responsive customer assistance

95% of reviewers feel positive about ePayPolicy’s customer support. Users think support staff are quick to respond and helpful with onboarding, troubleshooting, and addressing questions. Some reviewers find that customer service is available by phone or chat, resolving concerns efficiently. Reviewers indicate that the support team listens to feedback and works to improve the platform. Some users report that training is informative and ongoing assistance is reliable, making their daily tasks easier. Reviewers appreciate the professionalism and attentiveness shown by the support team.

Agency Matrix vs ePayPolicy Comparison (2026)

Agency Matrix

ePayPolicy

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives