ePayPolicy

Pros: Ease of use, customer support is there when you need them. Integrates well with management system AMS 360

Cons: Nothing not to like. Simple, billing is so much easier. Posting premium is seamless and payments are cleared prior to hitting banking account.

Pros: ePayPolicy is easy to use; it has improve our agency's workflow and really helps with "just in time" situations when policies need to be bound. No more "waiting for the check in the mail"; we know immediately when funds are sent to us.

Cons: We have ePay set up so that is costs our users up to $10 to make an ACH payment; most customers don't mind, but I hope none of customers think it's a "junk fee". It takes a couple of days for the funds to hit our account (unlike Zelle)

Pros: Easy way to collect payments, customer support is very responsive, and integrated with my management software.

Cons: Some of my older clientele have trouble with websites. But that's not on ePay, easy enough to talk most through the process.

Pros: What I like most about ePayPolicy is how easy it is for my clients to pay, whether with ACH or credit card. The whole process feels safe and secure, which gives me peace of mind. It has really simplified my financial management by keeping everything organized and easy to track. I also appreciate that whenever I had a question, their customer support was quick and helpful. Honestly, the learning curve was minimal — it didn’t take long at all to get comfortable using it, and it’s now part of my daily routine.

Cons: I honestly can’t think of anything I dislike about ePayPolicy. Everything has worked smoothly for me, and the experience has been excellent from start to finish.

Pros: We are currently working with ePayPolicy and have had an excellent experience so far. For my insurance agency, they have proven to be the best fit.

Cons: There’s nothing I can think of right now. All the questions and requests I had were answered right away.

Pros: ePay Policy has a fantastic user interface and the communication from their team is top notch. They call to check in and are always quick to answer any technical questions I may have. Site integrations are very robust and we're able to plug in other tools like premium finance and back end processing.

Cons: Can't say that I've found anything yet. About 6 months into the platform and I find it to be one of the best decisions I have made in scaling my MGA.

Pros: GREAT CUSTOMER SUPPORT, AWESOME PLATFORM BEEN USING FOR THE PAST COUPLE OF YEARS AND NO COMPLAINTS!!

Cons: I DONT HAVE ANY CONS OR ANYTHING I CAN SAY I DONT LIKE ABOUT THIS PLATFORM BEEN USING IT FOR A COUPLE OF YEARS NOW

Pros: Makes it easy for payments for my clients either through ACH or credit card payments to offer as option.

Cons: When they added the financing quote option for insurance quotes there were some issues and couldn't have multiple policies.

Pros: ease of colleting commercial payments, and being able to take credit card and EFT payments for commecial is fantastic

Cons: nothing so far. its been a game changer for me on billing my commercial customers and getting the finance correct.

Pros: The system is safe and secure and makes the client feel more comfortable by avoiding having to give their banking info to process an payment.

Cons: I wish that it was integrated with Quickbooks so they can make a payment directly through the Quickbooks invoice but not having to send them the link separately

Pros: easy and straightforward: easy to learn, simple steps to Process Credit Card Payments and ACH/Check. Has helped out office with Sales and Purchases of accepting reimbursement of Fees. And when i easily create an invoice for the customer, it sends them the Email right then.

Cons: Computer Colorization / Contrast. the Contrast of the Print Color vs background should be more defined, as well as the Box Outline color is too light for older 'eyes'. The Outline of the boxes need to be darker or thicker. The Print also needs to be darker, as well.

Pros: Simple to use and integrate with your management system and invoicing. Excellent customer support with an emphasis of treating us like VIPs.

Cons: It would be nice to have true debit card capability as we do have customers that come into our office

Pros: ease of use for our clients. Easy login and simple steps make it great for our clients of all ages to use.

Cons: the fees. no one likes additional fees. Of course the fees can sometimes be a problem as no one likes to pay more than they need to.

Pros: What I liked most about ePayPolicy is how easy and seamless it makes the payment process for both our agency and our clients. It’s user-friendly, fast, and secure, which gives our customers peace of mind while helping us streamline operations. The integration into our workflow has been smooth, and their support team is always responsive and helpful. It truly saves time, reduces friction, and adds a professional touch to the way we handle payments at Best One Insurance.

Cons: What I liked least about ePayPolicy is that it is a paid service. While the value and convenience are clear, it’s important to note that there are competitors in the market that don’t charge for similar payment processing solutions. As an agency owner, I always have to weigh cost against efficiency, and although ePayPolicy delivers an excellent product, the fact that it isn’t free does stand out. That said, the ease of use, security, and customer support have made it worthwhile for our business, even when compared to no-cost alternatives.

Pros: We've been using ePayPolicy for a couple of years now, and it has made a big difference in how we manage payments. The platform is user-friendly, secure, and integrates seamlessly with our agent management system. Our clients appreciate the ability to make payments quickly and easily online, whick has reduced processing time and improved cash flow on our end. Their customer support is very helpful whenever we've hadd questions.

Cons: The one thing I like least is the transactions fees, which can be a sticking point for some clients...not so much with ACH but with the credit card fees.

Pros: What I like most is I can invoice the customer and give them an option to pay EFT or credit card with a 3.5 fee. Or EFT with a $5.00 charge. If the customer doesn't replay I have the capacity to send them another invoice.

Cons: The time it takes to have the money in my business account. But I know they are working on it. Specialty when the customer goes direct through the website and and pays, it should take so lone.

Pros: Epay is the best! We like the ease of use and the integration to our domain & esign. Additionally, it gives the clients the option to either use a card or an account to process a payment through a secure platform. Sometimes clients are more likely to complete a purchase when the link comes through and they do not have to share account info directly with our agents. Customer support is also very attentive and quick. THE COST is the cherry on top. By accepting ach payments you save on all the merchant fees.

Cons: Can't really think of anything. At first I had difficulty logging in but once I called support it was a quick fix.

Pros: Epaypolicy is the best insurance platform to accept payments from clients. Their Customer Support is great, the Learning Curve is really easy and intuitive, the clients information is held with the highest Security. Epaypolicy is a great Financial Management tool. It makes taking Credit Card Payments and check payments ACH very easy. I have not experienced any Bugs and Issues to help make the Sales and Purchases for clients using ePayPolicy the best available option.

Cons: I dislike the link you get from epaypolicy to add to emails is really long. There are other companies and one I use is Anddone, when using them they have a shortend url code to add to emails. The reason I use ePayPolicy over Anddone is the money becomes available in my Trust Account Much Faster than using Anddone. Also the other Major dislike about using ePayPolicy is it has a $10,000 transaction limit, whereas Anddone has no limit and their fee's are lower. I use epaypolicy first to get the money first but for larger transactions I use Anddone.

Pros: The ease of use and being able to create payment pages for each individual client along with allowing for direct credit card and eft payments.

Cons: I would like to be able to integrate it with my website and management system to make payments and invoices even easier.

Pros: Affordable and very simple to use this service with ePayPolicy online. Easy process to entered all information required to process payments.

Cons: Sometimes it takes a little longer to received funds in our account but it may depend on different factors.

Pros: It is easy to pay general agencies and confirm amounts due. I use it mainly for sending trust money to GAs.

Cons: I think the charge for ACH is too high. My other service is pennies per ACH. I don't use ePayPolicy as my primary for ACH transactions.

Pros: Processing payments is easy, and it's helpful to have the receipts accessible for record keeping. The login system uses 2FA almost every other log in, so it's definitely secured.

Cons: Logging in using 2FA is quite cumbersome sometimes, but it's understandable as an additional security layer. The $10,000 deposit limit per transaction can be a low limit for our Commercial Policies.