8.5.14 1 Online Payment

Make an Online Payment

Agents can now make a renewal payment directly from the Main menu rather than going through the renewal process and all those screens!

You can use the new menu option: Make An Online Payment.

To submit a renewal payment (and no changes need to be made to the policy), follow the steps below.

1. From the Main menu, select the Make An Online Payment option. On the Payment page that displays, you must first verify the policy number.

Online Payment page

2. Enter the complete Policy Number and click Verify. (Verification may take a few moments.) If the policy number is valid, the Insured Name and Property Address will display below the policy number. If the policy is within a renewal billing cycle, coverage amounts will also display to show the coverages available and their associated cost.

Notes:

• You cannot make a payment if the policy number cannot be verified.

• You must be the agent of record on the policy.

• Be aware that a Renewal transaction cannot be made on a policy where the expiration date is more than 60 days in the future.

8.5.14 2 Online Payment

Online Payment page after policy verification

3. After the policy number has been verified, select the appropriate Payment Option to identify how the payment will be made (Alliance - Check is the default). The payment options available are based on your company and agency specifications.

4. Once you select a payment option, different fields will display for you to complete. The Transaction Type of Renewal is already selected.

Online Payment page – Echeck payment option selected

8.5.14 3 Online Payment

5. You must enter the amount of the payment in the Amount field.

Note: Split payments are not supported if using Alliance. The full amount should be entered.

6. When you have made the requested entries and are ready to proceed with the payment, click Next. The selected payment option determines which screen displays next.

7. The payment process works the same as when you make payments from other areas of the system. If you select the payment option of Credit Card or Echeck, the same processing screens display for you to enter the credit card information/ check authorization information. If you select Alliance, a confirmation page will display.

8. Regardless of payment option, once you've clicked the Next button and completed the rest of the payment process, you will be returned to the Online Payment page where you can verify another policy number and make another payment. If you are finished making payments, click Quit to close the page.

Payment transactions made through the menu option will be reflected in the policy's Account History just like payments made elsewhere in the system; they will appear as Receipt transactions.

Credit Card Payment Pending example in Account History