ePayPolicy vs Agency Advantage

QuickBooks Online

Square Payments

AgencyBloc AMS+

Fortis

Applied CSR24

InsureCert

Compare ePayPolicy and Agency Advantage based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

QuickBooks Online is an all-in-one online business software designed to help manage business finances. The platform is built to scale businesses, unlocking insights and providing the functionality of a larger team, all on one integrated platform.

Square Payments is an online payment processing solution which integrates with Square hardware & POS software to allow businesses to accept payments

Fortis delivers embedded payment solutions for ERP and software platforms, enabling secure, seamless acceptance of credit, ACH, and digital wallets—online, in-app, or in person—while improving cash flow and simplifying invoicing and billing.

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.

Access Controls/Permissions

Accounting

Accounting Integration

ACH Payment Processing

Activity Dashboard

Activity Tracking

Alerts/Escalation

Alerts/Notifications

Audit Management

Batch Processing

Billing & Invoicing

Broker/Agent Portal

Commission Calculations

Commission Management

Compliance Management

Contact Management

Credit Card Processing

Customizable Branding

Customizable Fields

Customizable Reports

Customizable Templates

Dashboard

Data Security

Debit/Credit Card Processing

Dunning Management

Electronic Payments

Email Reminders

Insurance Policy Management

Integrations Management

Invoice Management

Invoice Processing

Mobile Payments

Multi-Period Recurring Billing

Multiple Payment Options

Online Payments

Partial Payments

Payment Fraud Prevention

Payment Gateway Integration

Payment Links

Payment Processing

PCI Compliance

Receipt Management

Recurring Invoicing

Recurring/Subscription Billing

Refund Management

Reminders

Reporting & Statistics

Reporting/Analytics

Search/Filter

Secure Login

Self Service Portal

Status Tracking

Third-Party Integrations

Transaction History

Transaction Monitoring

ePayPolicy

Linux

Web-based

Windows

President

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.

Agency Principal

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.

Director

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.

team manager 

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.

IT Systems Manager

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.

Agent

It's easy to add and send money to and from people. I also really like being able to see the step by step progress of each transaction it makes the process feel transparent and secure.

Owner

From the ease of onboarding, to clients paying our office to paying our own invoice via epay it all has been super easy. Our representative [sensitive content hidden.

Office Manager

Overall we have had a great experience and like how much it has simplified receiving payments.

My overall experience has been great. Customer Service is responsive.

COMMERCIAL ACCOUNT

Very easy to use and i enjoy the process, due to the ease of billing and the confirmation.

Account Executive

The platform is user-friendly, secure, and integrates seamlessly with our agent management system.

Vice President

EPayPolicy is so easy to use and my clients love the convenience of being able to make their insurance premium payments on a credit card.

Great product and easy to use. The cost of doing business monthly has been minimal.

The system is easy to use and if you need to void a payment or make a change, the system is pretty easy. The few times I have spoken to customer support they have been able to assist quickly.

Insurance Agent

I have to click several links to get to it, which is annoying since it's one of only two features I use.

AVP - Business Insurance & Employee Benefits

It did take several days for us to know that an ACH transfer was denied because of non-sufficient funds.

Accountsnt

It does not pull from our client manager either. So insurers who have endorsements have to cancel and set up their payments again.

The delay in receiving funds into our account once the client payment is made.

ePayPolicy screenshot: ePayPolicy Prefilled Payment Page Feature

ePayPolicy screenshot: Dashboard

ePayPolicy screenshot: Payment Page

ePayPolicy screenshot: ePayPolicy invoices

Freelancers

Large Enterprises

Mid Size Business

Small Business

AgencyBloc helps life and health insurance agencies grow their business by organizing and automating their operations with solutions to help agencies create efficiencies in sales enablement, quoting, client and policy management, commissions processing, and more.

Imagine AUTOMATED insurance software as passive, embedded and totally secure. Imagine insurance that adapts automatically to your client's needs and constantly works to find them the best coverage.

Applied CSR24 is a cloud-based customer service software designed to help businesses provide a self-service portal to customers to deliver insurance information, online bill pay, documents, and messages on mobile devices. It lets teams alter documents according to the needs of the clients.

Agency Advantage is a web-based software designed to help insurance agencies create marketing campaigns, collect and save data using ACORD forms, and streamline communication with clients. It lets teams send text messages to individual clients and manage their trust accounts.

Cancellation Tracking

Claims Management

Claims Tracking

Client Management

Contact Database

Document Management

Forms Management

Life & Health

Policy Management

Property & Casualty

Quotes/Estimates

Reinstatement Tracking

Renewal Management

Task Management

Agency Advantage

With the announcement of Agency Advantage merging with Genesis Software I am looking forward to what innovations they will develop to make a great management system even better.

Manager

I love everything about agency advantage. Its easy to use and so easy to learn.

I like the way it helps us keep up with renewals and notes on each customer. The payment receipts is also very nice.

Customer Service Representative

The software is user friendly and has several great features that can be customized for your business needs.

The ease of using the software. Technical support is amazing also.

Overall, I am extremely satisfied with Agency Advantage.

insurance agent

Just the lagging of the system and when the internet going slow.

Administrator

Ability to have all needed insurance policy information for our clients in one place so we are better able to assist them more quickly when they or a Certificate Holder contacts us.

PRESIDENT 

I can not imagine what it might be missing or what there would be not to like.

manager

Can't think of anything I don't like. Everything is always working and almost never.

Ability to select "follow up" & change CSR who to direct the "follow-up" to. Enter "other charges" into the receipts to visually see what the "broker fee" exactly is when viewing CSR reconciliations.

I cannot think of a thing I don't like about the program.

ePayPolicy vs Agency Advantage Comparison (2026)

ePayPolicy

Agency Advantage

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives