ePayPolicy Reviews

EPay Policy is a Game Changer!

Pros:

They make set up a breeze and it is integrated with our management system now too.

Cons:

The integration piece is a bit clunky because of the way we process agency-billed payments but they provided a workaround that flows well.

Fast and easy

Comments: System has been, great all of my staff raves about it.

Pros:

Saves time and stress and is really convenient.

Cons:

Check Fee little higher than some other companies.

fixes our problem

Pros:

options to pay via cc or ACH, automatically sends receipt to customer.

Cons:

ease of use. This is something that is user friendly.

EPAY supercharged our agency

Comments: Great so far. It looks like it has a lot of features that I don't use or even understand.

Pros:

Before EPAY clients had to mail us paper checks for agency billed policies when the company that didn't have their own payment system. This caused massive delays. We had to wait for the check, then deposit it, then wait for it to clear. What used to take 1 or even 2 weeks has been shortened down to 15 minutes.

Cons:

I wish the link to make a payment page was right on the main page. I have to click several links to get to it, which is annoying since it's one of only two features I use. I also wish I could send payments to clients, and not just carriers. Sometimes we need to send refunds to clients, and I have to hand write checks which I hate because it is time consuming. The ability to copy/paste the clients name, check amount, mailing address, and memo and have EPAY send them a check for me would be a huge time saver.

Great decision.

Comments: Helped us with every aspect or customers payment plans and surprisingly our payments to companies and vendors. When I signed up in 2018, did not know that these were even a possibility.
But boy do I like them.

Pros:

Like the ease, the speed, the service and the friendliness of Epays employees.

Cons:

Wish the lag time could be shorter on finding out if a Echeck is insufficent.

We would be lost without E-Pay

Comments: You guys have been FANTASTIC!!!
We would not know what to do without you!

Pros:

The ability for us to offer several types of payment methods to our clients is imperative to running a smooth operation. The ease of use is second to none and coupled with the reporting makes transactions clear and concise.

Cons:

The hefty increase in the check processing option was a hard pill to swallow - Had that increase been done in 2 smaller increases, it wouldn't have been as hard to convince clients to use -

GREAT EPAY USER

Comments: A 10 FOR SURE. GREAT COMPANY, GREAT PRODUCT, VERY USER FRIENDLY AND QUICK RESPONESES AND PAYMENT PROCESSING.

Pros:

GREAT AND EASY TO USE. PAYMENTS ARE PROCESSED PROMPTLY. NEVER HAD AN ISSUE IN THE 8 YEARS THAT I HAVE USED EPAY

Cons:

NOTHING, EVERYTHING IS GREAT AND EASY. THE PROCESSING OF PAYMENTS IS VERY EASY AND I GET FUNDED VERY PROMPTLY

Simple. Easy. Safe.

Comments: The relatively quick turnaround of receiving funds is great. the overall ease of use is great for both our staff and our customers. And I love when our MGAs/Brokers use it for allowing us to see our open invoices with them and pay those premiums quickly online.

Pros:

Like the title says. Its is simple to use for our agency, for our customers, and it is much safer than sending checks through the mail.

Cons:

the fees for processing payments, both ACH and credit cards, have increased quite a bit since we first started using the product a few years ago.

ePayPolicy makes our lives easy!

Comments: Recommendation:
I think you could innovate further. By allowing for a shortlink, or partnering with a someone like TinyURL. I typically take the link from the green E pay button, and shorten it. I then rename it, and text it directly to customers. This allows for a shortlink, with a specific link, this streamlines the process in which we can send customers invoices and adds a level of personalization. You go from having a link that is very long, to a very short link like this. TinyURL/customerpay341

Pros:

The ability to integrate ePayPolicy directly into your CRM is a game changer. By doing so, it allowed our agency to innovate in many ways. Not only did the agency benefit from it, but our customers reap numerous benefits from it aswell. Thank you ePayPolicy!

Cons:

This is a 5 star product, no complaints on our end, the only way it could be better, is if it were free!

Review for Epay

Comments: Good so far, but has been easy to use and accessible

Pros:

ease of use and convenience, accessibility and comfort

Cons:

it is a bit on the pricey side, can be less expensive

ePayPolicy is a great payment solution

Comments: I've had a very positive experience with ePayPolicy in terms of the product features and customer service.

Pros:

Having a custom payment portal for our business; being able to provide a custom payment link to our clients; ease of processing.

Cons:

Refund processing time (7-10 business days for ACH funds to post). The cost per transaction that we must either absorb or pass on to our clients.

easy & fast digital payments

Pros:

ePayPolicy is easy to use for both admins and payers. The interface is streamlined and simple to understand. Fees are very transparent.

Cons:

I wish we could set up invoices with more than one payment amount option so people could select the amount which is required for their preferred installment plan. Also, most of our users don't remember that they can set up custom invoice links so they spend a lot of time typing out emails with instructions to send with the basic link. Maybe they don't feel like they are "allowed" to sign into our account or they just forget that it's an option? Better training on that feature would be helpful.

Epay is Easy

Comments: Very easy to enter the information in for client and explaining to them with fee applies if pay by ACH or creditcard and getting payment confirmation right away.

Pros:

It is easy for a client to understand how to make a payment even if they do not know how to use a computer.

Cons:

We only use e-pay for payments not policies. It was confusing at first who the payer was and payment information.

Great product for easily collecting payments!

Pros:

Using epay makes collecting payments easy-- we can send a payment page link to customers and even a link to a prefilled page where all the customer needs to do is fill in their payment info. Plus, we do not have to absorb any processing fees-- these are easily included in the customer total. The payment notifications can go to any staff that need to record the info and for month-end reconciliations, I can sort payments by our various accounts.

Cons:

I wish I could get a downloadable spreadsheet of batches for my month-end reconciliations. The website is slow, comparatively speaking, on pulling up info and reports.

It pays to ePay!

Pros:

The ease of use and the ability to immediately take payments has made my agency much more productive. It saves us so much time and money, not having to 'chase down' payments from customers promising to mail us the payment.

Cons:

I have no cons. My needs are very basic and ePayPolicy suits them very well.

ePayPolicy - An application we didn't know we needed!

Comments: Overall experience has been overwhelmingly positive!

Pros:

Love the accessibility, ease of use, and convenience for both our policyholders (paying us) and accounting department (to pay carriers/insurance vendors)

Cons:

The percentage credit card fee - this can become quite pricy depending on the size of the transaction

EASY TO USE EPAY

Comments: SO FAR SO GOOD, I LIKE HOW EASY IT'S BEEN FOR OUR TEAM TO USE IT.

Pros:

SUPER EASY TO USE IS THE BIGGEST TAKE AWAY FOR OUR AGENCY

Cons:

THE FEES ON CC I THINK THEY SHOULD BE CAPPED IF POSSIBLE

I love epay

Comments: very easy to use and i enjoy the process, due to the ease of billing and the confirmation

Pros:

Easy to process and the clients are satisfied

Cons:

The fee for using credit cards is too much

Made my billing so much easier

Comments: Very happy with EpayPolicy for servicing my customers and making receiving payments a lot easier and quicker.

Pros:

I like the personalization of my Payment Website and the low cost for both myself and my customers to use this service.

Cons:

Sometimes the deposit time goes over 3 days which is a little rough but it has only happened about 2 times in the year I've been using them.

Very easy for our clients to use

Comments: Okay for now, we wish it get offer more like making automatic transactions to our agency management system

Pros:

that I can email a link for my client to make a payment

Cons:

fees associated with debit/credit card payments; I wish it can be integrated with our Applied Epic management system that will work with our accounting processing

Awesome payment processing system!

Comments: My experience has been great overall and hopefully it remains that way.

Pros:

The system was very easy to set up and it is very easy to use as well.

Cons:

There really isn't anything bad that I can say about it

Insurance Agents for EPAY

Pros:

Payment processing has become far more efficient within our agency and accounting takes up less time.

Cons:

Do not have anything to dislike about Epay.

Great Payment Processer

Pros:

The User Interface is simple to use on both sides of the transactions. The fee structure is simple and cost effective.

Cons:

The only con was we needed to update out single transaction processing limit. once that was complete, we were 100% happy!

Review of epay

Comments: We have been very happy using your site.

Pros:

Easy to use and all questions that we have are responded to

Cons:

No invoices can be created but I hope that function will be available soon.

Excellent product with few drawbacks

Pros:

ePay is inexpensive to get into and has just about every add-on you might need to meet your clients' expectations. It's easy to use and easy to train new users on. We've never had a client who is unable to process their payment how they want to.

Cons:

Our biggest gripe with ePay is that the CC processing fee is 3.5%. When our clients have a $10,000 bill due, it's tough to want to cough up an additional $350. Usually clients try to avoid CC if their bill is high and I don't blame them.