--- 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 Management - Credit Card Processing ## 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 ----- ### "Absolute MUST HAVE for any agency that does a large volume of agency bill." — 5.0/5 > **Bradi** | *25 August 2025* | Insurance | Recommendation rating: 10.0/10 > > **Pros**: ePay Policy has made my agency billing so much easier. It is very simple to use. It integrates with my AMS. And, it allows my customers to choose their payment method, including premium financing and takes care of the merchant fees for me. > > **Cons**: No direct payment to my carriers. Which I heard is changing. And not integrated with my Premium Finance company of choice. > > I tried 2 other payment providers and the ePay Policy experience has been the best. And least expensive\! ----- ### "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. ----- ### "We highly Recommend ePay\!" — 5.0/5 > **Ashley** | *27 May 2026* | Insurance | Recommendation rating: 10.0/10 > > **Pros**: I feel the online portal is easy to use. Customer support is great\! I love the chat feature. The ability to send reminder emails to our clients is quick and efficient. > > **Cons**: We have not noticed any bugs or issues with the platform. It's not really a con, but sometimes when a client sends a payment on Thursday even, it can take Monday or Tuesday before the money transfers to our account so that can take some time. > > Overall, I would highly recommend ePay to all agencies. It's affordable and makes taking the payments from clients secure. ----- ### "Chief Financial Officer" — 5.0/5 > **Clay** | *10 September 2025* | Insurance | Recommendation rating: 10.0/10 > > **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. > > ePay Poicy has been a wonderful tool and has allowed my staff to scale accounts receivable at a rate that would have otherwise required additional payroll dollars. It also opens up additional payment methods that we are not currently set up for i.e. Credit and Debit Cards. ----- 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