ePayPolicy vs Wellnex

QuickBooks Online

Square Payments

AgencyBloc AMS+

Fortis

InsureCert

Oracle Insurance

Compare ePayPolicy and Wellnex 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

Oracle Insurance is an insurance policy and HIPAA compliance management software that helps businesses manage claims adjudication, policy processing, member enrollment, and more from within a unified platform. It allows staff members to utilize a rules-based policy administration tool to configure group insurance products, set up life insurance policies, manage calculations, and handle business underwritings.

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.

Wellnex is a cloud-based healthcare CRM software that helps businesses generate leads, launch marketing campaigns, handle portfolio segmentation, and more.

Claims Management

Client Management

Client Portal

Customizable Forms

Document Management

Document Storage

Document Templates

Email Management

Email Marketing

Forms Management

Lead Management

Life & Health

Monitoring

Policy Management

Property & Casualty

Quotes/Estimates

Real-Time Reporting

Referral Tracking

SSL Security

User Management

Wellnex

Android

iPad

iPhone

Manager

My FA took care of me and has been able to share with me a serious set of analysis. He has been able to recommend me interesting insurance products and show that I was not well insured.

Head Coach

The layout and interface of the platform. The ease of use helps the product being displayed better with the offers and promotions.

It was easy to signup and get started. I managed to find affordable doctor and I got some good discount on fitness immediately.

Senior Financial Consultant

Impressive GUI and it is very easy to understand for the client.

Projects Delivery Manager

The features are not easily "discoverable"; there doesn't seem to be a structure/theme on how the various features "blend. Error messages can be more user-friendly.

The free membership and the many special benefits that come with it. The in app notifications and communication from my insurance agent about news and products that are relevant to me.

Financial Counsultant

Lack of fingerprint login for the user. As the administrator, there were times where I will take longer than I thought to navigate the administrator end of the platform.

Financial services manager

There is no enough except report. There is no report to indicate how many of my customer has download the apps.

ePayPolicy vs Wellnex Comparison (2026)

ePayPolicy

Wellnex

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives