App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links. 

ePayPolicy Logo

Faster, Easier, Integrated Insurance Payment Services

Last updated: October 2024

Table of Contents

ePayPolicy - 2025 Pricing, Features, Reviews & Alternatives

What is ePayPolicy?

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.

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 popular management systems in the industry
- Secure PCI Level 1 compliance

Starting from

25

Per month

Alternatives with better value for money

ePayPolicy's key features

GetApp's analysis of 61 verified user reviews collected between December 2023 and October 2024 identified ePayPolicy's most critical features and how it performs according to users.

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.


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.


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.


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.


All ePayPolicy features

Features rating:

Self Service Portal
Activity Dashboard
Reporting/Analytics
Integrations Management
Dashboard
Invoice Processing
Payment Fraud Prevention
Transaction Monitoring
Activity Tracking
Billing & Invoicing
Insurance Policy Management
Mobile Payments
Reminders
Contact Management
Commission Management
API
Third-Party Integrations
Commission Calculations
Alerts/Notifications
Payment Gateway Integration
PCI Compliance
Receipt Management
Recurring/Subscription Billing
Refund Management
Reporting & Statistics
Alerts/Escalation
Search/Filter
Secure Login
ACH Payment Processing
Status Tracking
Transaction History
Access Controls/Permissions
Credit Card Processing
Customizable Branding
Customizable Fields
Customizable Reports
Customizable Templates
Broker/Agent Portal
Data Security
Dunning Management
Email Reminders
ETL
Batch Processing
Audit Management
Invoice Management
Multi-Period Recurring Billing
Multiple Payment Options
Partial Payments

ePayPolicy awards

ePayPolicy alternatives

ePayPolicy logo
4.9
(135)

Starting from

25

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support
NetSuite logo
4.2
(1.6K)
visit website

Starting from

ic-pricetag

No pricing info

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support
QuickBooks Enterprise logo
4.5
(20.7K)
visit website

Starting from

1922

Per year

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support
Maxio logo
4.3
(250)
visit website

Starting from

5000

Per year

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support

ePayPolicy pricing

Value for money rating:

Starting from

25

Per month

Per Feature

Pricing details
Subscription
Free trial
Free plan
Pricing range

ePayPolicy integrations (6)

Integrations rated by users

We looked through 135 user reviews, to identify which products are mentioned as ePayPolicy integrations, and what is the users perception.

NowCerts logo
NowCerts

Integration rating: 5.0 (2)

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 reviews

Overall rating

4.9

/5

135

Positive reviews

99

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.5/10
Rating distribution

5

4

3

2

1

123

11

0

1

0

Pros
Our experience has been very good. It's been a great tool to have, and we've used it very frequently.
Absolutely pleased with it and the time that we save using it. The epay url for our clients that we can insert into emails is also a huge win.
The epaypolicy is a very easy app and usefull accept four big credit cards and make the transactions very quick and secure the experience so far is perfect.
Cons
I have to click several links to get to it, which is annoying since it's one of only two features I use.
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.

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. Who are the typical users of ePayPolicy?

ePayPolicy has the following typical customers:
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)

Related categories