ePayPolicy
Insurance billing software
Insurance software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
Take the quiz to check if ePayPolicy and its alternatives fit your requirements.
$25 per month
Free Trial
Free version unavailable
Small
Medium
Large
-
What is ePayPolicy
ePayPolicy is an insurance payments and billing platform that helps insurance agencies, brokers, MGAs, and carriers accept and manage premium payments. It supports digital payment workflows such as ACH/eCheck and card payments, and it routes funds to the appropriate parties based on insurance billing and remittance requirements. The product is commonly used to reduce manual check handling, improve payment reconciliation, and integrate payment activity into agency management and accounting processes.
Insurance-specific payment workflows
ePayPolicy focuses on premium collection and remittance workflows that are specific to insurance distribution and carrier payment requirements. It supports common insurance payment scenarios such as insured-to-agency payments and agency-to-carrier remittance. This specialization can reduce the need to adapt general-purpose payment tools to insurance billing processes.
Multiple electronic payment methods
The platform supports electronic payments such as ACH/eCheck and card payments, enabling agencies to offer digital payment options to insureds. This can reduce reliance on paper checks and manual deposit processes. It also helps standardize payment intake across lines of business and payer types.
Integrations for reconciliation
ePayPolicy is designed to connect payment activity with downstream reconciliation needs, including integration patterns used by insurance agencies and brokers. This can help align payment records with invoices, policies, and accounting entries. Compared with full policy administration or enterprise billing suites, it can be deployed as a focused payments layer alongside existing core systems.
Not a full billing system
ePayPolicy primarily addresses payment acceptance and related workflows rather than end-to-end insurance billing operations. Organizations that need complex invoicing, rating-driven billing, installment plan configuration, dunning, or enterprise receivables may still require a dedicated billing platform. This can result in a multi-system architecture for billing and payments.
Integration effort varies by stack
Value depends on how well payment events synchronize with agency management systems, policy systems, and accounting tools. Integration depth and data mapping requirements can vary by the systems in place and by the desired reconciliation granularity. Some organizations may need additional implementation work to achieve straight-through reconciliation.
Best fit for US workflows
The product is commonly positioned around US insurance payment rails and practices (for example, ACH). For organizations operating across multiple countries, local payment methods, currencies, and regulatory requirements may require additional tooling or alternative approaches. This can limit suitability for globally standardized billing operations.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Essentials | $25 per month | Customizable company-branded payment page, real-time dashboard, accept ACH & major credit cards, unlimited users, unlimited transactions, no contract. Try Free for 60 days (as listed on site). |
| Integrated | $50 per month | 30+ pre-built AMS integrations, real-time invoicing, AutoPay, email reminders, eliminates manual data entry, no contract. Try Free for 60 days (as listed on site). |
| Enterprise | Custom pricing (contact sales) | Flexible fee options, custom API build-out, dedicated support, Payables Network; pricing provided by sales/account manager. |
Additional official pricing notes from vendor site:
- CheckMate (lockbox/check processing): "Simple Pricing" — flat per-check fee; monthly minimum of 21 checks; account manager provides per-check pricing. (Vendor page indicates per-check pricing and 21-check monthly minimum.)
- Payables Connect (automated payables): No additional monthly fee to enable; pricing is charged per payable record reconciled plus transaction fees to send funds; account manager provides pricing for each account.
Seller details
ePayPolicy
Austin, Texas, United States
2014
Private
https://www.epaypolicy.com/
https://x.com/epaypolicy
https://www.linkedin.com/company/epaypolicy
