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REVIEWS OF EPAYPOLICY

4.9 (134)
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Pros

 * It has been very easy to use and the times I have called for help the service
   was great.

 * Fantastic program and user friendly. Love that its user friendly for
   insured's as well.

 * The epaypolicy is a very easy app and usefull accept four big credit cards
   and make the transactions very quick and secure the experience so far is
   perfect.

 * As the only vendor at the time which integrated with our Vertafore product I
   initially felt captive in selecting them, but they are a delight to work with
   and our customers love it as well.



Cons

 * When the maximum EFT payment amount is reached, and another client payment
   must be made for the balance, it's frustrating a client must pay the fee
   twice.

 * The few errors we have had occur have been on the client side with input
   error; however, the transaction declines are appreciated.

 * CLIENTS USUALLY CALL ME IMMEDIATELY TO COMPLAIN HOW MUCH IT COSTS THEM TO
   SEND THEIR PAYMENT. I HAVE TO REMIND THEM TO CHECK THE NEXT BOX FOR ACH WHICH
   CHARGES A NOMINAL FEE.

 * When our clients have a $10,000 bill due, it's tough to want to cough up an
   additional $350. Usually clients try to avoid CC if their bill is high and I
   don't blame them.

Showing Most Helpful

Showing 25 of 134 reviews

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4.0
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Company Size

Self-employed
1-10 employees
11-50 employees
51-200 employees
201-500 employees
501-1000 employees
1001-5000 employees
5001-10,000 employees
10,001+ employees

Reviewer's Role

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Length of Use

Free Trial
Less than 6 months
6-12 months
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2+ years

Frequency of Use

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Diane T.

Verified LinkedIn User
Owner
Insurance, 1-10 employees
Used the software for: 2+ years
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend

100%
10/10
Reviewer Source

No Incentive Offered: This review was submitted organically.
Source: Capterra
December 13, 2023
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"ePayPolicy gets an A+"
Overall: WOW! We love epaypolicy.com. We have been accepting credit card
payments at the insurance agency for over 20 years. Before we started working
with Epay in 2018 we either swiped the card through the machine or manually
entered it in. Now we use our epay link to text or email the insured so they can
process their payment and we receive an instant email when they do. The amount
of time we save equals more than 150 hours per year. Not to mention the savings
of cc fees charged by the banks and card companies of approximately 5k per year.
I tell all my insurance agent friends about how much we love epay. I have never
experienced the type of excellent service from a software company. The fact that
it works exactly like they said it would is incredible. The features,
integration, ease of use, and savings have taken my agency to another level. The
fact that we can take Visa, Mastercard, American Express and Discover at no cost
to us is amazing. The funding and tracking of fund availability is the best.
Pros: The ease of use combined with a big savings of credit card fees.
Cons: I’ve been using ePayPolicy since 2018 and I cannot recall any issues. A
technology tool that works 100% is mind blowing.
Reasons for Choosing ePayPolicy: The fees charged by our bank and credit card
company were taking 3 to 4% of our 10% commission. ePayPolicy solution to pass
the fee to the client was my primary reason for switching
Reasons for Switching to ePayPolicy: The fees charged by our bank and credit
card company were taking 3 to 4% of our 10% commission. ePayPolicy solution to
pass the fee to the client was my primary reason for switching.
Holli M.
Vice President
Insurance, 11-50 employees
Used the software for: 2+ years
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend

100%
10/10
Reviewer Source

No Incentive Offered: This review was submitted organically.
Source: Capterra
December 12, 2023
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"A Must-Have for Insurance Agencies"
Overall: Engaging with ePayPolicy was a game changer in my agency. It provides
for a much super-efficient way to bind new business and makes the renewal
process much easier. In a world of customization, online payments is one more
option we can offer to our clients.
Pros: The convenience to our clients making payments online leads to more
efficiency to my team. Given the increasing unreliability of the postal service,
the small fee my clients pay for this convenience is well worth it. The
integration with our agency management system provides immediate documentation
when a payment has been made.
Cons: When the maximum EFT payment amount is reached, and another client payment
must be made for the balance, it's frustrating a client must pay the fee twice.
It's fine for credit cards since it's a percentage of the total.
Reasons for Choosing ePayPolicy: The integration and online administrative
capabilities.
Switched From: Adobe XD
Reasons for Switching to ePayPolicy: X-Press Pay was actually the provider we
switched, but wasn't in the drop-down. PayPolicy integrates with Vertafore
AMS360.
Shruti R.
customer service representative
Insurance, 1-10 employees
Used the software for: 2+ years
Overall Rating
5.0
Ease of Use
5.0
Customer Service
4.0
Features
4.0
Value for Money
5.0
Likelihood to Recommend

70%
7/10
Reviewer Source

No Incentive Offered: This review was submitted organically.
Source: Capterra
April 24, 2024
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"Review for Epay"
Overall: Good so far, but has been easy to use and accessible
Pros: ease of use and convenience, accessibility and comfort
Cons: it is a bit on the pricey side, can be less expensive
lee M.
owner
Financial Services, 1-10 employees
Used the software for: 2+ years
Overall Rating
2.0
Ease of Use
2.0
Customer Service
1.0
Features
2.0
Value for Money
1.0
Likelihood to Recommend

30%
3/10
Reviewer Source

No Incentive Offered: This review was submitted organically.
Source: Capterra
December 12, 2023
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"Confusing and over priced CC & EFT processing"
Overall: 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.
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.
Switched From: eProcessManager
Reasons for Switching to ePayPolicy: Money they even charged more than EPay.
CAROL H.
oPERATIONS mANAGER
Insurance, 11-50 employees
Used the software for: 2+ years
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend

100%
10/10
Reviewer Source

No Incentive Offered: This review was submitted organically.
Source: Capterra
December 12, 2023
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"Love E-pay"
Pros: So easy to implement and use. Many of our other Agencies we do business
with use E-pay as well so we are proficient with their pay system now.
Cons: We hate that ANY fee has to be charged BUT e-pay is very standard and
simple.
Switched From: Merchant Services
Reasons for Switching to ePayPolicy: Every card that was used had a different
fee so we never knew what to charge the customer and many times we overcharged
or ended up eating the fees ourselves.
Brandy A.
Agency Owner
Insurance, 1-10 employees
Used the software for: 2+ years
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend

100%
10/10
Reviewer Source

No Incentive Offered: This review was submitted organically.
Source: Capterra
December 12, 2023
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"Effective and efficient!"
Overall: Excellent! Essential to our business! Reports are easy to download and
work into our accounting system.
Pros: The ease of use and immediate notification.
Cons: We are unable to set up reoccurring payments without action from the
client.
Switched From: Square Payments
Reasons for Switching to ePayPolicy: Price and easy of use. Just a better
product all the way around.
Alexa B.
Operations Manager
Insurance, 1-10 employees
Used the software for: 1-2 years
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend

100%
10/10
Reviewer Source

No Incentive Offered: This review was submitted organically.
Source: Capterra
December 13, 2023
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"Epay Survey"
Overall: I love it. I am very happy and satisfied with Epay and will continue to
use it.
Pros: It is very fuctional and easy to use. It gives instant notification to
your email when a payment is received. And it processes the funds quickly
through your bank.
Cons: Nothing, it is an amazing tool that I will continue to use.
Alternatives Considered: Square Point of Sale
Reasons for Choosing ePayPolicy: The representative that we spoke to was very
nice and helpful and that helped us decide ePay over anything else.
Jon D.
Director
Insurance, 1-10 employees
Used the software for: 6-12 months
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend

100%
10/10
Reviewer Source

No Incentive Offered: This review was submitted organically.
Source: Capterra
December 12, 2023
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"Fast and easy"
Overall: System has been, great all of my staff raves about it.
Pros: Saves time and stress and is really convenient.
Cons: Check Fee little higher than some other companies.
Switched From: Other Perspectives
Reasons for Switching to ePayPolicy: Capacity for higher transactions, and its
easy to use.
Dominic O.
Agency Owner
Insurance, 1-10 employees
Used the software for: Less than 6 months
Overall Rating
5.0
Ease of Use
5.0
Customer Service
4.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend

100%
10/10
Reviewer Source

No Incentive Offered: This review was submitted organically.
Source: Capterra
December 12, 2023
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"Best Decision for our Agency"
Overall: Amazing, it was something we ABSOLUTELY needed and I didn't realize how
much we actually needed this
Pros: Easy to use, simple to teach others and provides all the things we could
need.
Cons: Wish we could process payment faster, wish that we had a longer timeframe
to cancel out a payment.
Alternatives Considered: Fortis and Square Payments
Reasons for Choosing ePayPolicy: Just a better overall product! Easy decision
Switched From: Fortis
Reasons for Switching to ePayPolicy: Not a simple system like ePay, there's was
so complex and not very user friendly
Jill M.
Insurance Producer
Insurance, 11-50 employees
Used the software for: 2+ years
Overall Rating
5.0
Ease of Use
4.0
Features
4.0
Likelihood to Recommend

70%
7/10
Reviewer Source

No Incentive Offered: This review was submitted organically.
Source: Capterra
December 26, 2023
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"How ePayPolicy has helped our company"
Pros: This service has helped us change the receipt of a payment from the client
that took at least 3 or 4 days, and sometimes a week or more, down to an
immediate turn-around in some cases.
Cons: The dashboard is not intuitive, even for users in our office who are
billing a client on a weekly basis, it is not always easy to find an invoice, or
change an invoice if there is a need.
Switched From: QuickBooks Desktop Pro
Reasons for Switching to ePayPolicy: Company change, the new owner did not
prefer QuickBooks, and this option was better and faster to generate the bill to
the client.
Stacy M.
Commercial Lines Manager
Insurance, 11-50 employees
Used the software for: 2+ years
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend

100%
10/10
Reviewer Source

No Incentive Offered: This review was submitted organically.
Source: Capterra
December 12, 2023
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"ePayPolicy"
Overall: I couldn't be happier with my ePayPolicy experience, they truly have
made doing business that much easier and I look forward to continuing to work
with them for years to come.
Pros: Using ePayPolicy has taken the hassle out of collecting agency bill policy
premiums and made the renewal process that much more streamlined.
Cons: The payment amount cap has created a few issues on larger accounts
attempting to make their premium payments.
JOCELYNN H.
AGENT PRODUCER
Insurance, 1-10 employees
Used the software for: 1-2 years
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
4.0
Value for Money
5.0
Likelihood to Recommend

100%
10/10
Reviewer Source

No Incentive Offered: This review was submitted organically.
Source: Capterra
December 12, 2023
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"ePAY POLICY IS A GAME CHANGER IN THE INSURANCE INDUSTRY"
Overall: SIMPLE AND EASY EPAY POLICY HAS ENABLED OUR AGENCY TO WRITE BUSINESS
DIRECTLY IN ANY STATE WHERE WE HOLD A LICENSE. IT IS CRITICAL TO HAVE THE
INSURED'S MONEY PRIOR TO BINDING.
Pros: ABILITY TO ACCEPT BINDING FROM CLIENTS WHEN WE CANNOT MEET IN PERSON.
Cons: I DO WISH THE EPAY LINK WOULD DEFAULT TO THE ACH OPTION FOR THE PAYMENT
LINK INSTEAD OF THE CREDIT CARD LINK. CLIENTS USUALLY CALL ME IMMEDIATELY TO
COMPLAIN HOW MUCH IT COSTS THEM TO SEND THEIR PAYMENT. I HAVE TO REMIND THEM TO
CHECK THE NEXT BOX FOR ACH WHICH CHARGES A NOMINAL FEE
GERARDO C.
OWNER
Insurance, 1-10 employees
Used the software for: 2+ years
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend

100%
10/10
Reviewer Source

No Incentive Offered: This review was submitted organically.
Source: Capterra
December 12, 2023
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"GREAT EPAY USER "
Overall: A 10 FOR SURE. GREAT COMPANY, GREAT PRODUCT, VERY USER FRIENDLY AND
QUICK RESPONESES AND PAYMENT PROCESSING.
Pros: GREAT AND EASY TO USE. PAYMENTS ARE PROCESSED PROMPTLY. NEVER HAD AN ISSUE
IN THE 8 YEARS THAT I HAVE USED EPAY
Cons: NOTHING, EVERYTHING IS GREAT AND EASY. THE PROCESSING OF PAYMENTS IS VERY
EASY AND I GET FUNDED VERY PROMPTLY
Austin K.
Billing Specialist
Insurance, 11-50 employees
Used the software for: 1-2 years
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
4.0
Value for Money
5.0
Likelihood to Recommend

100%
10/10
Reviewer Source

No Incentive Offered: This review was submitted organically.
Source: Capterra
December 12, 2023
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"ePay Review"
Overall: Our experience has been very good. It's been a great tool to have, and
we've used it very frequently.
Pros: User friendliness for both our agency users & our clients. Easy transition
for payments being directly deposited into our bank account.
Cons: As far as I'm aware, there is not currently a feature that allows us to
send invoices directly to our clients. It would be nice to have a page that
shows all open invoices, with due dates and reminders.
Sarah H.
Accounting Manager
Insurance, 1-10 employees
Used the software for: 2+ years
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend

90%
9/10
Reviewer Source

No Incentive Offered: This review was submitted organically.
Source: Capterra
December 12, 2023
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"Review of Epay"
Overall: Fantastic program and user friendly. Love that its user friendly for
insured's as well.
Pros: Ease of use, quick response, quick turnaround.
Cons: credit card fee increases were a little excessive all at once
SANDRA C.
COMMERCIAL ACCOUNT
Insurance, 1-10 employees
Used the software for: 2+ years
Overall Rating
4.0
Ease of Use
5.0
Features
5.0
Value for Money
4.0
Likelihood to Recommend

80%
8/10
Reviewer Source

No Incentive Offered: This review was submitted organically.
Source: Capterra
December 12, 2023
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"I love epay"
Overall: very easy to use and i enjoy the process, due to the ease of billing
and the confirmation
Pros: Easy to process and the clients are satisfied
Cons: The fee for using credit cards is too much
Kayla O.
Accounting Manager
Insurance, 1-10 employees
Used the software for: 1-2 years
Overall Rating
5.0
Ease of Use
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend

90%
9/10
Reviewer Source

No Incentive Offered: This review was submitted organically.
Source: Capterra
December 12, 2023
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"Insurance Agency"
Overall: We have found that ePay is a very convenient, easy to use platform.
They have a very straight forward website and as the admin, it is easy to look
back at previous transactions to find things. I also like that so many other
companies use them to process payments.
Pros: We are able to email our personalized ePay link to our insureds so they
can make a payment quickly. Most of our customers use the ACH/Check feature
which has a low fee, but it does give the option of a credit/debit card if
needed.
Cons: When we get the email alert about batches sent to the bank, they don't
break down what is included. We often have multiple at the same time so it would
make it easier to verify all the amounts went through OK.
Tom W.
Managing Member
Insurance, 1-10 employees
Used the software for: 1-2 years
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend

100%
10/10
Reviewer Source

No Incentive Offered: This review was submitted organically.
Source: Capterra
December 12, 2023
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"E PAY Ease of use"
Overall: It has been excellent. We get notofied by eam when a payment comes. We
can also track them easily on the website.
Pros: It is very easy to use and my customers love it. Funds post within 24
hours.
Cons: Chargebacks are few but can be difficult. Wish there was a way to verify
funds like a wire transfer.
Corbin N.
Agency Owner
Insurance, Self-employed
Used the software for: 1-2 years
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend

100%
10/10
Reviewer Source

No Incentive Offered: This review was submitted organically.
Source: Capterra
December 12, 2023
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"ePayPolicy helped me increase my book of business "
Overall: Overall my experience has been spotless. ePay Policy has helped
increase my book of business by offering a safe secure payment link. I have a
clients across the US so a mobile payment option is a must.
Pros: Having my own secure link to send to clients. Having clients across the
country requires me to have a safe secure mobile pay option.
Cons: Max limit of any one payment. Increasing the limit is a careful process
which I understand but it is still a con at times.
Reasons for Choosing ePayPolicy: I didn't search for any others. I had used
ePayPolicy myself to make a payment for a product. I loved the platform after
doing research.
Victoria Y.
Officer
Insurance, 1-10 employees
Used the software for: 6-12 months
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend

100%
10/10
Reviewer Source

No Incentive Offered: This review was submitted organically.
Source: Capterra
December 18, 2023
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"Great way to lessen your workload"
Pros: Just wish I had gotten started on ePayPolicy earlier. It makes AR and AP
so much easier and in turn, it frees up a lot of time for getting new business!
It is super easy to setup, use and the fee is very reasonable.
Cons: I don't have any complaints, the customer service has addressed a few of
my requests for edits right away.
Sharon W.
Principle
Insurance, 1-10 employees
Used the software for: 2+ years
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend

100%
10/10
Reviewer Source

No Incentive Offered: This review was submitted organically.
Source: Capterra
December 12, 2023
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"SET IT and FORGOT it Option for our insureds"
Overall: A set it and forget it system that allows our insureds to make
payments, easily.
Pros: Our insureds understand how to use this option and the ease of use.
Cons: That I didn't find it sooner. Although we have been on the system for over
two years now .... I wish I was a beta user.
Reasons for Choosing ePayPolicy: We all evolve and this is exactly what
evolution is.
Jose M.
Agency Owner
Insurance, 11-50 employees
Used the software for: 1-2 years
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend

100%
10/10
Reviewer Source

No Incentive Offered: This review was submitted organically.
Source: Capterra
December 12, 2023
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"Ease of Use"
Pros: Hassle-free payment processing for us and our clients.
Cons: The processing time it gets but work out just fine.
Laura K.
Owner
Insurance, 1-10 employees
Used the software for: 2+ years
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend

100%
10/10
Reviewer Source

Vendor Referred - Incentive Offered: This reviewer was invited by the software
vendor to submit an honest review and offered a nominal incentive as a thank
you.
Source: Capterra
May 6, 2020
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"Epay"
Overall: Epay is excellent to use during this stay at home work life
Pros: Ease of use and ease of receiving payments from our clients
Cons: It’s very easy to use :... no cons in using
Ryan K.
VP
Insurance, 1-10 employees
Used the software for: 2+ years
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend

100%
10/10
Reviewer Source

No Incentive Offered: This review was submitted organically.
Source: Capterra
December 12, 2023
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"Payments Made Simple"
Pros: Easy to understand and simple for clients to process payment
Cons: Occasionally client does the CC fee option vs using their checking account
and does not realize the fee on top of the invoiced amount but it is pretty well
shown to choose your payment option.
Jami B.
Vice President
Insurance, 11-50 employees
Used the software for: 1-2 years
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend

100%
10/10
Reviewer Source

No Incentive Offered: This review was submitted organically.
Source: Capterra
December 12, 2023
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"Excellent Solution "
Pros: ePayPolicy is so easy to use and my clients love the convenience of being
able to make their insurance premium payments on a credit card. Also, takes the
admin work away from our internal accounting team.
Cons: We have no issues. It is so easy to use and the extra fees are clearly
outlined for our customers.
Reasons for Switching to ePayPolicy: Too much management on our end - looking
for something simple and clear
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