it is very fast to set up and very easy to use to charge customers. i use it all the time and when I have any kind of trouble someone is always there to help. it connects to all my accounting systems Review collected by and hosted on G2.com.
at this point nothing has happened that I dislike Review collected by and hosted on G2.com.
116 out of 117 Total Reviews for ePayPolicy
Overall Review Sentiment for ePayPolicy
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The ability to transfer funds to another business with an EPAY Policy account for only fifty cents per transaction. Review collected by and hosted on G2.com.
I would like to possibly expand the functionality of my EPAY Policy account, but in the past I haven't been contacted when I've requested information or put myself on the interest list of an upcoming feature. I've received marketing emails about monthly recurring payments between insured and agency via EPAY, Finance Connect, and integration. When I signed up with EPAY Policy, the integration (and subsequent set up) to Vertafore's AMS360 and InsureLink was not mentioned or offered. Maybe I wasn't offered the integration because my aggregator is the owner and admin of our Vertafore account, integration is handled by the aggregator, and maybe the integration between our AMS and multiple branch agency's EPAY accounts cannot be set up due to the AMS being a large master account, with limited integration options? Review collected by and hosted on G2.com.
ePayPolicy has saved our employees tons of time and has given us a central location for electronic payments versus multiple methods to track. Implementing and mastering this payment system into our daily operations took less than a day. The prefill payment page is simple and quick. We never have issues with the system and our clients find making payments super easy. Tracking our transactions and batch-outs takes no thought or effort on our part because ePayPolicy displays them perfectly on the page and offers an Excel spreadsheet for download. The cost is great for the service provided. We use this system every single day. Review collected by and hosted on G2.com.
I wish the site loaded quicker. Regardless of what you click or select, there is a lag in load time that is just this side of annoying, but not enough for us to change providers, obviously lol. I also wish the layout of the website was updated and more organized, especially the main dashboard. Aesthetics isn't as important to me as user friendliness and organization, but I do think the site could use a facelift. Otherwise, we love using ePay! Review collected by and hosted on G2.com.
We love how easy ePayPolicy is to use both from our customers side and from ours. Implementation took no time at all. Their customer support has been incredible from before we started using them years ago and remains that way today. The team uses ePayPolicy daily and our customers have loved that we can accept payments so easily now. Review collected by and hosted on G2.com.
The only down side we have encountered to date is that when you go to pay someone, their system still shows accounts that are not active and will allow you to pay that inactive account. We were able to get things corrected but it took months as ePayPolicy simply moves the money from one account to another. Review collected by and hosted on G2.com.
There are many features that our agency loves about ePay, but I would say the best thing this company has is that they are CONSTANTLY rolling our new features, asking for feedback on what we are needing or where we see a lack in their platform that we woudl like to see added. Besides the fact that its very user friendly and it has great integration wiht your management system, you can use it to collects funds from clients AND pay your whoelsalers/brokers. Review collected by and hosted on G2.com.
There really isn't a downside to ePay, I have found a need that you cannot do on their platform and had to find a work around for us, however when voiced to ePay they got to working on filling that need. Review collected by and hosted on G2.com.
EpayPolicy is a fast and effective platform for managing payments and collections, standing out for its efficiency, security and ease of use. Ideal for the insurance sector, it allows almost instantaneous transactions and integrates easily with various systems, optimizing the financial management of companies. Review collected by and hosted on G2.com.
while its costs may be slightly higher compared to other options, the speed of transactions and easy integration with various systems justify the investment, making EpayPolicy an excellent choice for optimizing financial management in the insurance sector. Review collected by and hosted on G2.com.
ePay Policy makes commercial transactions so easy! I don't have to deal with the hassle of setting up credit card processing or paying those credit card fees. My clients like the ability to pay by check online - then they don't have to pay those credit card fees either! The money is deposited directly into my bank account. The process is so smooth and hands off for me that it makes both my office staff and my clients happy to do transactions. Their customer service and support are great to work with, although I've only had to deal with them for setting up. I've never had a problem with them and have been using them for years. I highly recommend epay policy for your online payment transactions. Review collected by and hosted on G2.com.
I haven't really found any downsides to using ePayPolicy. Review collected by and hosted on G2.com.
After many years of mannually entering payments while on the phone with clients, ePayPolicy has allowed us to just send a link or direct clients to our website to pay for their premiums and renewal premiums. This has saved us so much time and resources. Review collected by and hosted on G2.com.
The only douwside is when using ACH payments because it sometimes takes a day or two before we know in that payment was declined for insufficient funds or an incorrect account number (but that is not an ePayPolicy fault, its just the way banks work via ACH). Review collected by and hosted on G2.com.
It is very user friendly for our clients, where we can just send a link for them to pay to start policies. Great for refunding if necessary without us having to submit paperwork. We use it daily. Customer support is very helpful and quick to respond to questions. We used to use the integrated email link that was great for a time. Review collected by and hosted on G2.com.
Not much. It is a very secure site, it takes a few extra mintues to log in, but it makes sense. Review collected by and hosted on G2.com.
The upsides besides the ease of use, is the timesaving apect of this program. As any busy businessowner knows, things that save time for you and your employees is priceless. And this program saves us time. Review collected by and hosted on G2.com.
The only thing that I wish could be changed is the time lag on echecks. Love the instant notification that a credit card payment is not going through, so just wish we had that echeck instant capability too. Review collected by and hosted on G2.com.
Simple interface both on the backend and user interface and affordable monthly subscription. We use it multiple times a week with no issues, and have been loyal users for at least 5 years now. We've almost never had any concerns that required us to contact customer support, but when we have, answers have been prompt and helpful. Review collected by and hosted on G2.com.
3 things: make it possible to create a custom invoice with payment options so payers can select which installment amount they want to pay, give us options to collect funds to be deposited in our sweep account for direct billing OR our trust account for agency billing, and integrate with Applied Epic to connect payments received to the client's account even when we're collecting direct bill downpayments. Review collected by and hosted on G2.com.
