ePayPolicy

The simplest way for commercial insurance agencies and brokers to collect electronic payments securely and effortlessly.

Languages supported: English

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 1

10.0/10 (Expert Score) ★★★★★
Product is rated as #9 in category Other Insurance Software
Ease of use
Support
Ease of Setup

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Created by insurance experts for the insurance industry ePayPolicy provides the simplest solution for insurance agents, brokers, MGAs, and premium finance companies to collect credit card and ACH payments.

ePayPolicy
ePayPolicy

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Customer Reviews

ePayPolicy Reviews

Earl B.

Advanced user of ePayPolicy
★★★★★
This product has been a game changer for our agency.

What do you like best?

The system is super easy to use and it can be setup in a very short time. You can place the link in your invoices and also in your email signature. The fees are passed to the customer which keeps the agency in compliance with the regulators. The payment to the agency escrow account is very fast. Not sure how we operated without this in the agency.

What do you dislike?

So far it is hard to find anything to dislike. The only thing that comes to mind is the service charge if a refund has to be made to the customer.

Recommendations to others considering the product:

Do not wait on implementing ePayPolicy. You will find it is a game changer for new business and renewals that are agency billed.

What problems are you solving with the product? What benefits have you realized?

With the stay at home orders we can still conduct business and receive the payment without the use of overnight delivery. It is a huge time saver and allows faster processing of policies.

Review source: G2.com

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