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ePayPolicy Logo

Faster, Easier, Integrated Insurance Payment Services

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ePayPolicy - 2026 Pricing, Features, Reviews & Alternatives

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All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: December 2025

ePayPolicy overview

What is ePayPolicy?

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

Key benefits of using ePayPolicy

- ePayPolicy charges fees directly to your client
- Accepts all 4 major credit cards (Visa, MasterCard, AmEx, and Discover)
- Compatible with mobile devices
- Integrates with the most pop
ular management systems in the industry<br/>- Secure PCI Level 1 compliance

Who uses ePayPolicy?

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).

Starting price

25per feature /
per month

Alternatives

with better value for money


Pros & Cons

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Verified reviewer profile picture
Verified reviewer profile picture

Transactions

Simplicity

Responsiveness

Fee

Availability

Timeliness

ePayPolicy’s user interface

Ease of use rating:

ePayPolicy pros, cons and reviews insights

To determine these pros and cons insights, we analyzed responses from 

Overall rating

Reviews sentiment

 
 
 
1-2(2)
3-4(22)
5(223)

What do users say about ePayPolicy?

Reviewers indicate ePayPolicy streamlines payment collection, offering clients flexible options like ACH and credit cards, and it integrates well with agency management systems. They find the platform easy to use for both staff and clients, with fast deposits, improved cash flow, and a secure, professional payment experience. Many say customer support is responsive and onboarding is straightforward, making implementation smooth. They appreciate real-time tracking and transparent invoicing features.

Some feel the credit card processing fees are high and mention transaction limits can be restrictive, especially for larger payments. They note occasional integration challenges with certain management systems and wish for more customization in invoicing and payment caps.

Select to learn more


Who uses ePayPolicy?

Based on 247 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Insurance
Financial Services
Banking
Higher Education
Others

Use cases

Payment Processing
Insurance
Commercial Insurance
Insurance Accounting
Small Business Invoicing

ePayPolicy's key features

GetApp's analysis of 61 verified user reviews collected between December 2023 and October 2024 identifies ePayPolicy's most critical features and summarizes user sentiment about those features.

Payment processing

Reviewers appreciate ePayPolicy's payment processing capabilities for their efficiency and ease of use. They find it eliminates the need for manual checks, speeds up transactions, and reduces risks associated with mailing checks. Users report that it allows for quick remittance to carriers, improving business operations. They highlight the convenience of sending payment links to clients and receiving instant notifications of payments. They say it is user-friendly and secure, making it easier for clients to make payments online or in person. Of the 41 ePayPolicy users who gave detailed accounts of their use of Payment Processing, 98% rated this feature as important or highly important.

See related user reviews

“Being able to use ePay to collect down payments on agency billed insurance products, has made my agents much more productive. Emailing a link to our clients has saved us time and money.”
LG

LIVIO G.

PRESIDENT

“We now process almost 100% of inbound premium payments from customers through epaypolicy and it makes everything so much easier. Easier to see, easier to receive, and overall less risky than our customers sending checks in the mail.”
WC

William C.

Operations Manager


Electronic payments

Users report that ePayPolicy's electronic payments save significant time and effort. They find it eliminates the need for paper checks, making transactions faster and more efficient. Reviewers indicate that it offers flexibility for clients to pay at their convenience, enhancing customer satisfaction. They highlight the ease of setting up and using the system, and the prompt processing of payments. They say it is a critical payment option that simplifies business operations and provides immediate payment confirmations. Of the 27 ePayPolicy users who gave detailed accounts of their use of Electronic Payments, 96% rated this feature as important or highly important.

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See related user reviews

“Before EPAY we had to have clients send us paper checks for direct billed policies that didn't offer their own payment system. This caused massive delays. It supercharged our ability to do business.”
AH

Andrew H.

Insurance Agent

“The electronic payments saves us more than 150 hours of valuable time. Our team and our clients love it.”
Verified reviewer profile picture

Diane T.

Owner


Online payments

Reviewers indicate that ePayPolicy's online payments feature is highly functional and convenient. They find it allows clients to make payments anytime, even outside office hours, which helps maintain business continuity. Users report that sending secure payment links via text or email simplifies the payment process. They highlight the ease of use for both clients and administrators, and the instant notifications of payments received. They say it enhances customer experience by providing a quick and secure payment method. Of the 22 ePayPolicy users who gave detailed accounts of their use of Online Payments, 95% rated this feature as important or highly important.

See related user reviews

“Customers no longer have to come to our physical location (office) in order to make payments.”
DC

David C.

President

“Ease of payments for clients. Sending them a secure link for payment simplifies the binding process. ”
CN

Corbin N.

Agency Owner


Debit/Credit card processing

Users appreciate ePayPolicy's debit/credit card processing for its flexibility and ease of use. They find it allows clients to pay with various cards, including American Express, which is a significant advantage. Reviewers indicate that the system provides instant payment confirmations and is user-friendly. However, they mention the high processing fees as a drawback. They say the capability is essential for their operations, despite the cost, and appreciate the seamless and secure transaction process. Of the 18 ePayPolicy users who gave detailed accounts of their use of Debit/Credit Card Processing, 89% rated this feature as important or highly important.

See related user reviews

“With so many corporate cards out there - the option to pay with a card (any card) is vital to a successful operation -”
JJ

Jaci J.

Account Manager

“I love the fact that we get instant notification of payment from customers. And it processes very quickly.”
AB

Alexa B.

Operations Manager


All ePayPolicy features

Features rating:

Access controls/permissions
ACH payment processing
Search/Filter
Recurring invoicing
Multiple payment options
Data security
Activity dashboard
Self service portal
Payment links
Alerts/Notifications
Payment fraud prevention
Activity tracking
Transaction monitoring
Invoice processing
Integrations management
Dashboard
Customizable branding
Billing & invoicing
Broker/Agent portal
Reporting/Analytics
Reminders
Insurance policy management
Mobile payments
Status tracking
Secure login
Receipt management
Invoice management
Third-Party integrations
API
Contact management
Commission management
Reporting & statistics
Recurring/Subscription billing
PCI compliance
Refund management
Alerts/Escalation
Accounting integration
Transaction history
Accounting
Audit management
Payment gateway integration
Batch processing
Partial payments
Multi-Period recurring billing
ETL
Email reminders
Dunning management
Customizable templates
Customizable reports
Customizable fields
CRM
Credit card processing
Compliance management
Commission calculations

ePayPolicy awards

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ePayPolicy pricing

Value for money rating:

Starting from

25

Per month

Per Feature

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about ePayPolicy price and value

Value for money rating:

To see what individual users think of ePayPolicy's price and value, check out the review snippets below.

“It's been an effective solution for our clients. Yes, it could be better, but for now it works and is convenient for our clients.”

Verified reviewer

Anonymity request

“They are so easy to work with; everything is very intuitive. I've only really needed to engage with service a few times, but they were super helpful and accommodating.”
RB

Rachel B.

Agency Principal

ePayPolicy integrations (6)

Integrations rated by users

We looked at 247 user reviews to identify which products are mentioned as ePayPolicy integrations and how users feel about them.

Integration rating: 4.9 (7)

We have some integration but it is not that frequently used or very important to the overall useability of ePay and our AMS.

The integration with EPAY & AMS360, which is our user system, was the main determining factor in choosing EPAY

TF

Tanner F.

Account Executive and Member

1/2
HawkSoft CMS logo
HawkSoft CMS

Integration rating: 4.8 (5)

It has to integrate. All efficiency gained is lost if you have to turn around and hand enter everything into your AMS

BM

Bradi M.

CFO

NowCerts logo
NowCerts

Integration rating: 5.0 (3)

BindHQ logo
BindHQ

Integration rating: 5.0 (1)

ePayPolicy support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
Chat
Knowledge Base
FAQs/Forum
Phone Support
24/7 (Live rep)

Training options

Videos
Live Online
Webinars
Documentation

ePayPolicy FAQs

Q. What type of pricing plans does ePayPolicy offer?

ePayPolicy has the following pricing plans:
Starting from: $25.00/month
Pricing model: Free, Subscription
Free Trial: Available

These products have better value for money


Q. What is ePayPolicy used for?

ePayPolicy's insurance-built payment platform helps organizations accept payments online to speed up receivables, bind policies faster, and provide a seamless user experience. ePayPolicy provides organizations with a payment page and allows them to add a custom logo and colors in sync with their brand. The centralized dashboard enables administrators to track transactions, access electronic receipts, control user permissions, and check transaction status in real time. Managing general agents (MGAs) can use the batch processing functionality to send electronic commissions and refund checks to agents and partners. ePayPolicy offers an API, which lets businesses integrate the system with several third-party platforms such as FinancePro, Veruna, Jetfile, Novidea, QQCatalyst, Sagitta, and more.


Q. Who are the typical users of ePayPolicy?

ePayPolicy has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business


Q. What languages does ePayPolicy support?

ePayPolicy supports the following languages:
English


Q. Does ePayPolicy offer an API?

Yes, ePayPolicy has an API available for use.


Q. What other apps does ePayPolicy integrate with?

ePayPolicy integrates with the following applications:
Applied CSR24, NowCerts, Vertafore AMS360, HawkSoft CMS, BindHQ


Q. What level of support does ePayPolicy offer?

ePayPolicy offers the following support options:
Email/Help Desk, Chat, Knowledge Base, FAQs/Forum, Phone Support, 24/7 (Live rep)

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