Applied Epic vs ePayPolicy Comparison

Overview

Applied Epic is a cloud-based insurance business management solution that helps agencies manage customer relationships, sales...

ePayPolicy is a payment processing solution designed to help businesses in the insurance sector collect credit card and ACH...

  • 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

Screenshots

Pricing

Starting from
/
No info available
/
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
$20.00/mo.month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

5

4

3

2

1

60

35

14

3

3

  • Value for money
  • Ease of use
  • Features
  • Customer support
93%
would recommend this app

4.8

(12)

5

4

3

2

1

10

2

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

Pros

I love the ease of use and the functionality of this program. I also like the options of filing and organizing within the program.
I enjoy the tasks that you can place inside each activity to remind you of your step in the process. The home screen is amazing to work off of everyday.
Systems and I think in the long run - this is my favorite. It did take me a solid few weeks to feel comfortable using this system though.

Pros

Our experience has been all positive. Any issue is resolved in a timely manner and most importantly our clients appreciate the ease of use.
As the only vendor at the time which integrated with our Vertafore product I initially felt captive in selecting them, but they are a delight to work with and our customers love it as well.
EPay Policy does a fantastic job of creating a payment portal for your agency to use in order to handle payments easily for clients. It will integrate with most AMS allowing for easier bookkeeping.

Cons

Sometimes when it is stalling or not working correctly we literally can't do anything until it is fixed. We depend very much on this system.
The certificate process is redundant. The box checking is ridiculous.
That being said, I do believe Applied has helped eliminate the reporting frustration through their Applied Analytics tool.

Cons

There is nothing not to dislike about this software. It does exactly what they advertise and the price is right.
It did take several days for us to know that an ACH transfer was denied because of non-sufficient funds.
It does not pull from our client manager either. So insurers who have endorsements have to cancel and set up their payments again.
  • Vendor responds to reviews
  • Last review3 months ago
  • Vendor responds to reviews
  • Last review3 months ago

Key features

  • Total features32
  • ACH Payment Processing
  • API
  • Accounting Integration
  • Activity Dashboard
  • Alerts / Escalation
  • Analytics
  • Auditing
  • Automated Billing
  • Batch Processing
  • Benefits Management
  • Billing & Invoicing
  • Billing Rate Management
  • Claims Management
  • Commission Calculations
  • Commission Management
  • Contact Management
  • Credit Card Integration
  • Credit Card Processing
  • Custom Fields
  • Custom Landing Pages
  • Customer Activity Reporting
  • Customizable Reporting
  • Customizable Templates
  • Data Capture and Transfer
  • Data Import/Export
  • Data Synchronization
  • Document Management
  • Document Storage
  • Document Templates
  • Electronic Data Interchange
  • Electronic Payments
  • Electronic Signature Capture
  • Electronic Submission
  • Email Alerts
  • Email Integration
  • Email Notifications
  • History Tracking
  • Invoice Management
  • Invoice Processing
  • Lead Management
  • Microsoft Outlook Integration
  • Multi-Location
  • Multiple Data Sources
  • Opportunity Management
  • PCI DSS Compliance
  • Partial Payments
  • Payments Disbursement
  • Performance Management
  • Performance Metrics
  • Permission Management
  • Policy Management
  • Process Control
  • Quote Management
  • Receipt Management
  • Recurring Billing
  • Reporting & Statistics
  • Role Management
  • Role-Based Permissions
  • Search Functionality
  • Single Sign On
  • Status Reporting
  • Third Party Integration
  • Transaction History
  • Transaction Monitoring
  • Version Control
  • Workflow Management
  • Total features39
  • ACH Payment Processing
  • API
  • Accounting Integration
  • Activity Dashboard
  • Alerts / Escalation
  • Analytics
  • Auditing
  • Automated Billing
  • Batch Processing
  • Benefits Management
  • Billing & Invoicing
  • Billing Rate Management
  • Claims Management
  • Commission Calculations
  • Commission Management
  • Contact Management
  • Credit Card Integration
  • Credit Card Processing
  • Custom Fields
  • Custom Landing Pages
  • Customer Activity Reporting
  • Customizable Reporting
  • Customizable Templates
  • Data Capture and Transfer
  • Data Import/Export
  • Data Synchronization
  • Document Management
  • Document Storage
  • Document Templates
  • Electronic Data Interchange
  • Electronic Payments
  • Electronic Signature Capture
  • Electronic Submission
  • Email Alerts
  • Email Integration
  • Email Notifications
  • History Tracking
  • Invoice Management
  • Invoice Processing
  • Lead Management
  • Microsoft Outlook Integration
  • Multi-Location
  • Multiple Data Sources
  • Opportunity Management
  • PCI DSS Compliance
  • Partial Payments
  • Payments Disbursement
  • Performance Management
  • Performance Metrics
  • Permission Management
  • Policy Management
  • Process Control
  • Quote Management
  • Receipt Management
  • Recurring Billing
  • Reporting & Statistics
  • Role Management
  • Role-Based Permissions
  • Search Functionality
  • Single Sign On
  • Status Reporting
  • Third Party Integration
  • Transaction History
  • Transaction Monitoring
  • Version Control
  • Workflow Management

Integrations

  • Total integrations2
  • Authorize.net
  • Dropbox Business
  • Facebook
  • Gmail
  • Google Analytics
  • Google Calendar
  • Google Maps
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Stripe
  • Wordpress
  • Xero
  • Zapier
  • Total integrations2
  • Authorize.net
  • Dropbox Business
  • Facebook
  • Gmail
  • Google Analytics
  • Google Calendar
  • Google Maps
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Stripe
  • Wordpress
  • Xero
  • Zapier

Security

  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation
  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation

Applied Epic vs. ePayPolicy

See how Applied Epic and ePayPolicy stack up against each other by comparing features, pricing, ratings and reviews, integrations, screenshots and security. Compare real user opinions on the pros and cons to make more informed decisions.