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Applied Epic vs ePayPolicy Comparison (2026)

Name: Applied Epic
Rating: 4.176056338028169 (142 reviews)

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Applied Epic

ePayPolicy

Overview

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.

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

view more detailsview details

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

view more detailsview details

Video & Screenshots

Pricing

Starting from

1000

One-time payment

Free trial available
Credit cardless trial
Free account
Subscription based

Starting from

Per month

Free trial available
Credit cardless trial
Free account
Subscription based

User reviews

4.2

142

Value for money

Ease of use

Features

Customer support

66%

would recommend this app

4.9

258

232

Value for money

Ease of use

Features

Customer support

95%

would recommend this app

Pros

“Applied Epic has been a strong tool for our agency — it brings client info, policy files, documents, tasks and reporting into one system so things don’t feel scattered.”

Mackenzi H.

Office Administrator

“It has saved me hours of time daily to produce new business, whilst also auditing myself at the same time.”

Amanda M.

Account Manager

“Several users say it improved their efficiency compared to older systems.”

Mackenzi H.

Office Administrator

Pros

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

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.”

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.”

Luca Z.

Office Manager - Commercial Insurance Specialist

Cons

“Some workflows are not as intuitive as they could be, and completing certain tasks can involve more steps than expected, especially after the new update that came out.”

michael k.

Account Manager

“losing transaction history (albeit it went to an activity) was also a pain point.”

Laura B.

Senior Account Manager

“Receipts are unnecessarily long. ”

Laura B.

Senior Account Manager

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.”

Sandra L.

President

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

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)”

Adriana R.

Business Support Manager