--- description: Review of ePayPolicy Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: ePayPolicy | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [Commercial Insurance Software](/directory/4760/commercial-insurance-software/software) > [ePayPolicy](/software/108153/epaypolicy) # ePayPolicy Canonical: https://www.softwareadvice.co.nz/software/108153/epaypolicy Page: 1 / 12\ Next: [Next page](https://www.softwareadvice.co.nz/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 258 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.9/5** | 258 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 - [Commercial Insurance Software](https://www.softwareadvice.co.nz/directory/4760/commercial-insurance-software/software) ## Related Categories - [Commercial Insurance Software](https://www.softwareadvice.co.nz/directory/4760/commercial-insurance-software/software) - [Online Accounting Software](https://www.softwareadvice.co.nz/directory/348/online-accounting-software/software) - [Invoicing Software for Small Business](https://www.softwareadvice.co.nz/directory/3687/small-business-invoicing/software) - [Insurance Accounting Software](https://www.softwareadvice.co.nz/directory/301/insurance-software/software) - [Recurring Billing Software](https://www.softwareadvice.co.nz/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 ----- ### "ePayPolicy is the first choice in Insurance Payments." — 5.0/5 > **Mark** | *10 September 2025* | Insurance | Recommendation rating: 10.0/10 > > **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. > > I have had a very good experience with ePayPolicy for transactions under $10,000 it's my first choice company to use. ----- ### "Great option for an agency with limited time to devote to billing" — 5.0/5 > **Verified Reviewer** | *28 May 2026* | Insurance | Recommendation rating: 8.0/10 > > **Pros**: Works very well with our agency management system for pulling through account names and information using the search function. Our easiest method of offering credit card payments for our clients. > > **Cons**: We use this as a method for billing insured, epay does not currently offer a direct option to upload invoices and receipts to our agency management system. > > Really has helped us cater to our busy clientele, very limited learning curve and even our least tech savvy team members have mastered it. ----- ### "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. ----- ### "Makes receiving payments a breeze\!" — 4.0/5 > **Tara** | *27 May 2026* | Insurance | Recommendation rating: 8.0/10 > > **Pros**: The simplicity of sending clients a link for payment has been great. I've put the link in my signature and can direct them to use it as needed. > > **Cons**: A bit of a wait for funds to clear, understandable but wish it was a slightly quicker turnaround time for the agency billed policies in particular. > > Has been worth the money, makes receiving payments a breeze. Again, I have the link in my email signature so it's always available. ----- Page: 1 / 12\ Next: [Next page](https://www.softwareadvice.co.nz/software/108153/epaypolicy?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/108153/epaypolicy) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data