ePayPolicy Pros and Cons

ePayPolicy is great for our independent agency. It easily allows our customers to make payments, and notifies us when those payments are made so we can handle them appropriatesly. We can also send prefilled links to our customers to limit their data input. It has made a huge difference in our agency! Review collected by and hosted on G2.com.

The fees, which are passed on to the client, can be a bit high for cards, although it's probably not out of line with other payment services. Review collected by and hosted on G2.com.

The real-time dashboard and email notifications are extremely convenient and practical for anyone who needs immediate accounting information on a daily basis. The secure portal makes my team and my client feel comfortable and confident with processing payments through the online portal, and having our Logo on there helps provide clarity to the client. Review collected by and hosted on G2.com.

Nothing so far, and we've been using the system since 2018. Review collected by and hosted on G2.com.

Epay makes it very easy to send payment links to customers, or let us process the customer's payment ourselves, leaving the customers responsible for the fees. Despite some miscommunications getting set up, we quickly were accomodated and are very happy with the program. We use this system as a personal lines agency and are happy with its success. Review collected by and hosted on G2.com.

There aren't necessarily many downsides besides the payment limits incurred by ePay. However, it is relatively easy to build a history with them and request increased limits. Review collected by and hosted on G2.com.

EPayPolicy makes my agency look good because my clients like their easy to use interface and they don't have to give credit card info to the agency. And if they're happy, I'm giddy! I find their links to be simple to use on the agency side also. Review collected by and hosted on G2.com.

I don't have anything I dislike to this point. Review collected by and hosted on G2.com.

It's an easy way to have the client input their payment information via CC or Checking and they get an instant receipt. The agency gets an email notifying them of the payment. Saves us time and my staff doesn't have to collect the payment information. Review collected by and hosted on G2.com.

The time it takes for the funds to hit our account. Review collected by and hosted on G2.com.

User friendly for both the insured and the agency. Less invoices are left unpaid at the end of the month. Customer Support is quick to respond. Works well with our management system. Love that our companies are using ePayPolicy now as well. Review collected by and hosted on G2.com.

Honestly, there isn't anything that I can think of that I don't like about ePayPolicy! Review collected by and hosted on G2.com.

The platform is incredibly user-friendly, benefiting both my agency and our clients. Handling payments digitally has streamlined our operations significantly, eliminating the hassle of dealing with physical checks. It's been a game-changer for our business efficiency. Review collected by and hosted on G2.com.

This is not a problem for ePayPolicy, but for my agency. We don't use it enough to justify the cost to agency. Review collected by and hosted on G2.com.

It is super easy for me to use for payments, but easier for my customers. And it allows you to make payments with a checking account. Review collected by and hosted on G2.com.

It charges the user PLUS a fee for the customer. Review collected by and hosted on G2.com.

The ease of making client payments has made the renewal process much more efficient. The link that can be used to access the payment portal is super helpful. Review collected by and hosted on G2.com.

Sometimes the captcha security has issues but no big deal. Review collected by and hosted on G2.com.

Creating a specific billing link for a policy holder is very easy and it looks and functions extremely professionally. Fast turn around time on receiving funds and good communication. Review collected by and hosted on G2.com.

Payments have been made to my agency by mistake, as it is possible to post payments without receiving a specific billing link. They were easy to refund though. Review collected by and hosted on G2.com.