--- description: Review of ePayPolicy Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: ePayPolicy | Reviews, Pricing & Demos - SoftwareAdvice IE --- Breadcrumb: [Home](/) > [Insurance Broker Software](/directory/4760/commercial-insurance-software/software) > [ePayPolicy](/software/108153/epaypolicy) # ePayPolicy Canonical: https://www.softwareadvice.ie/software/108153/epaypolicy Page: 1 / 11\ Next: [Next page](https://www.softwareadvice.ie/software/108153/epaypolicy?page=2) > 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, control user permissions, and check transaction status in real time. ePayPolicy provides organizations with a payment page and allows them to add a custom logo and colors in sync with their brand. Clients can also upload documents through their payment page and set up recurring payments. Managing general agents (MGAs) can use the batch processing functionality to send electronic commissions and refund checks to agents and partners. ePayPolicy offers an API, which lets businesses integrate the system with several third-party platforms such as FinancePro, Veruna, Jetfile, Novidea, QQCatalyst, Sagitta, and more. > > Verdict: Rated **4.9/5** by 247 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.9/5** | 247 Reviews | | Ease of Use | 4.9/5 | Based on overall reviews | | Customer Support | 4.8/5 | Based on overall reviews | | Value for Money | 4.8/5 | Based on overall reviews | | Features | 4.8/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: ePayPolicy - **Location**: Austin, US - **Founded**: 2014 ## Commercial Context - **Starting Price**: US$25.00 - **Pricing model**: Per Feature (Free version available) (Free Trial) - **Pricing Details**: Pricing and functionality are outlined below - Essentials Plan- $25/month Integrated Plan - $50/month - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Windows (On-Premise), Linux (On-Premise), Chromebook (Desktop) - **Supported Languages**: English - **Available Countries**: Canada, United States ## Features - ACH Payment Processing - API - Access Controls/Permissions - Accounting - Accounting Integration - Activity Dashboard - Activity Tracking - Alerts/Escalation - Alerts/Notifications - Audit Management - Batch Processing - Billing & Invoicing - Broker/Agent Portal - CRM - Commission Calculations - Commission Management - Compliance Management - Contact Management - Credit Card Processing - Customisable Branding ## Integrations (9 total) - Applied CSR24 - BindHQ - HawkSoft CMS - Nexsure Insurance Platform - Novidea - NowCerts - QQCatalyst - Vertafore AMS360 - Veruna ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat ## Category - [Insurance Broker Software](https://www.softwareadvice.ie/directory/4760/commercial-insurance-software/software) ## Related Categories - [Insurance Broker Software](https://www.softwareadvice.ie/directory/4760/commercial-insurance-software/software) - [Online Accounting Software](https://www.softwareadvice.ie/directory/348/online-accounting-software/software) - [Invoicing Software for Small Business](https://www.softwareadvice.ie/directory/3687/small-business-invoicing/software) - [Insurance Accounting Software](https://www.softwareadvice.ie/directory/301/insurance-software/software) - [Recurring Billing Software](https://www.softwareadvice.ie/directory/3324/recurring-billing/software) ## Alternatives 1. 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NEVER HAVE PROBLEMS NEVER ISSUES ALWYAS FINE > > ALLWAYS EASY AND NEVER HAVE ANY PROBLEMS ALSO HELP ME TO RESOLVE SOME PROBELMS I DO HAVE INT THE PAST PRIOR CLAIM ----- ### "Love how much Epay has simplified our back end accounting - both with receiving payments and paying carriers\!" — 5.0/5 > **Victoria** | *2 September 2025* | Insurance | Recommendation rating: 10.0/10 > > **Pros**: I love how easy it is to use — my clients can choose ACH or credit card and instantly see the difference in fees. I also appreciate that the fees are passed on to the client automatically, so we don’t have to manage them manually. The invoice feature is another huge plus, allowing us to email invoices directly to clients and pay carriers through the Payables feature. Overall, it has streamlined our back end tremendously. > > **Cons**: You can add an attachment when sending an invoice, but I wish we could add a signature field for e-sign to the attachment so that it could reduce a step on getting our proposals signed. ----- ### "Confusing and over priced CC & EFT processing" — 2.0/5 > **lee** | *12 December 2023* | Financial Services | Recommendation rating: 3.0/10 > > **Pros**: Gives us the ability to process down payments online > > **Cons**: Price and useability Why do they charge us a monthly fee when they are collecting Exorbitant fee's from the client's. Does not save clients info in their system for people you send invoices to on a regualr basis. > > If I could find another company to process the payments for less I would use them. We do not do a large volume so I have not looked real deep on this matter. ----- ### "Convenient and Easy Payments" — 5.0/5 > **Miranda** | *26 August 2025* | Insurance | Recommendation rating: 10.0/10 > > **Pros**: It's easy and convenient for both our agency and policyholders. Being able to accept payments over the phone or let the customer pay online on their own time has been a game changer. I contacted support once to increase our transaction limit, and the representative was very kind and helpful. Other than that, I haven't needed assistance because the website is always in good working order. The agency dashboard is easy to understand, and the payment page is user-friendly and easy to follow. > > **Cons**: I can't think of any cons regarding ePayPolicy. My only complaint is that our agency management system does not support ePayPolicy integration. ----- ### "Epay Works\!" — 5.0/5 > **Kristine** | *25 August 2025* | Insurance | Recommendation rating: 10.0/10 > > **Pros**: Customers can get payments to us right away. Sometimes a customer is out of town or even out of the country and as long as they can get an email on their phone they can pay us with a link we email them. It's as easy as clicking on a "Pay now" green button. So easy that customers can do it. > > **Cons**: Well it does charge a fee which I understand but not all the customers think they should have to pay a fee. We try to explain it to them the convenience of paying us directly without having to drive or mail a check that these days takes weeks to get. Our mail is no longer reliable if you need it to get there right away. One more draw back is customers cannot pay you over $50K unless you set something up, which i have not done yet. > > Great experience, epay is very easy. The customer service is great. I have only had to call a couple of times and it's always solved. ----- Page: 1 / 11\ Next: [Next page](https://www.softwareadvice.ie/software/108153/epaypolicy?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.ie/software/108153/epaypolicy) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data