Frank Winston Crum Billing
Quick Reference Guide
Version 3
9/16/2011
Navigating Bill It Now
Using your internet browser, go to www.billitnow.com
Click on the ‘Log In’ link located at the top right hand corner of the screen to display the BMS Login Screen, shown below.
Enter your username and password in the Login dialog box and press <ENTER> to access the BillItNow Welcome Page.
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Welcome, User
The Welcome Page provides links to various options. The Tools section provides links to settings
and actions. The Accounts section provides links to your policies and other entities. Select the
Policy Holder or Policy link to search or browse these levels.
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Welcome Page
Welcome, User
Your Agency Name Here
Selecting the Policy Holder link (shown on page 3) will display the Policy Holder Screen, shown below.
From this screen, you may access policy holder detail two ways. Either search for all or part of the name, or point and click on the name of the insured to view the Policy Holder Detail Screen for that client.
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Policy Holder Screen
Example
Welcome, User
5SamasdasdSample
5SamasdasdSample 5SamasdasdSample
The Policy Holder Detail Screen provides customer contact information, as well as information on the issuing company, the carrier, the MGA, and broker associated with the client.
The policyholder’s policies can be accessed from this screen by clicking on the link located in the upper left hand portion of the screen. If multiple policies are held by the same insured, the policy link will bring you to a listing of all policies associated with your insured.
Transactions can be viewed at the account level by clicking ‘Account Transactions’.
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Policy Holder Detail Screen
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Welcome, User
Sample policy holder
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From this screen, both the Policy Holder Detail and Policy Detail Screens may be accessed.
Click the POLICY NUMBER to see the policy detail.
Click the POLICYHOLDER NAME to see the policyholder details.
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Multiple Policy Per Insured Screen
Welcome, User
Sample
Frank Winston Crum Billing Quick Reference
Guide 7
Policy Screen
The Policy link, highlighted on page 3, will display the Policy Search Screen, shown below. To access the Policy Detail Screen from here, search for all or part of the name of the policyholder or the policy number. Alternatively, you can scroll through the list of policy numbers and point and click on the policy number to access the policy detail screen of that policy. Please note that selecting the NAME of the policy holder from this screen will bring you to the Policy Holder Detail Screen for the insured, and not to the policy detail.
Active policies appear in bold and inactive policies appear in gray.
Welcome, User
5SamasdasdSample
5SamasdasdSample
5SamasdasdSample
5SamasdasdSample
Frank Winston Crum Billing Quick Reference
Guide 8
Current Balance
Due
Pmt. Status
indicates if an
installment is paid,
in full or partially
Transaction History
Links are
highlighted
when
prior/next
term exists
Policy Detail Screen
Stmt. Status
indicates if an
installment
statement has been
sent.
Scheduled
Statement
Generation
Date
The Policy Detail Screen provides detailed account information for the policy.
Payment
Due Date
Click any linked
entity to view
detail
Total Premium
Booked
Welcome, User
ABC Construction
Your Agency
In addition to providing agencies with detailed policy and policyholder information, BillItNow provides many reports, including commission reports, pending cancellation reports, overdue payment reports, etc.
Commission reports can be run to forecast future disbursements, and past commission statements can be viewed by clicking ‘View Earlier Reports’
The Pending Cancellation Report provides a detailed listing of all policies for which a cancellation notice has mailed, but have not yet been paid or cancelled.
The Billed Balance report can display all amounts billed, billed and not paid, or billed and now overdue.
All reports feature custom sorting.
All reports can be exported and saved to PDF, Excel, or Word files for easy manipulation, storage and reference.
To access the available report listing, click the Reports link, located on the main menu bar (shown below), which is displayed on all BMS screens.
If you need a report that is not listed, contact us, we may be able to create it for you.
Frank Winston Crum Billing Quick Reference
Guide 9
Reporting at Your Fingertips
Welcome, User
Frank Winston Crum Billing Quick Reference
Guide 10
Available Reports Screen
This screen displays a list of available reports. Click a report link to access the Report Criteria Screen for the report you wish to run.
Welcome, User
Frank Winston Crum Billing Quick Reference
Guide 11
Report Criteria Screen
From the Report Criteria Screen, shown below, specify the date range, sort, and print to
options (as applicable) and click the View Report button to return the results.
Welcome, User
Frank Winston Crum Billing Quick Reference
Guide 12
Displaying Results
If you chose to print the report to the screen, you can export the results to the file options
given by clicking on the drop down box and pressing the Go button, shown below. Once
exported, the document can be saved.
Your Company here
Sample Data
Pay Policy Online
To pay a policy online, click the Pay Policy Online link from the Tools section of the Welcome
Screen. This will take you to the Pay Online Screen.
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Welcome, User
Pay Policy Online
Alternatively, you may access the pay online option from the Pay Online link of any active policy,
highlighted below.
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Welcome, User
Pay Online Screen
Select the policy you wish to pay from the drop down box. Only active policies will display in the list.
Click the radio button for Credit Card (if available) or Electronic Check (ACH).
Select the New Checking Account radio button.
Press the Next button to display the New Checking Account Screen.
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New Account Screen
Fill in the blank fields and press the Next button. The Payment Options Screen will display.
The information collected here is different depending on whether a credit card or checking account is being entered.
If the billing address on the account is the same as the policy address, clicking ‘Yes’ will use the address shown.
You may save this account under your username so that you can easily use it again in the future. Click the box and enter a description so you can identify it easily later.
When ready, click ‘Next’.
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Welcome, User
Sample
Payment Options Screen
Select ‘Make One-Time Payment’ if you are making a single payment. If the amount you wish to pay is different from the amount displayed in the Amount to Pay field, change it at this time. The Pay On field defaults to
the current date or the due date. If this is not the date you wish to use, change it at this time. When you are finished making changes, press the Next button. The Payment Review Screen will display.
Select ‘Set up Recurring Payments’ if you want to set up recurring payments on a schedule. A suggested schedule will be presented to you according to the installment schedule set forth by the carrier. You may accept this or change any
amount or date. You can also add additional payments to, or delete payments from, the schedule.
When ready, click ‘Next’.
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Payment Review Screen Validate the information that you have entered for accuracy.
Read the Terms and Conditions field and check the box to accept the terms.
If scheduling recurring payments, you can also: Pre-authorize any premium changes to adjust your payments accordingly.
Pre-authorize all future policy renewals to continue to draw as per the installment schedule set forth by the carrier.
“Go Green” by suppressing paper statements from being printed and mailed.
When ready, click ‘Pay’ to process the payment.
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Payment Confirmation Screen
From the Payment Confirmation Screen, you may print a copy of the confirmation for your records.
When ready, click ‘Return to Account’ to return to the policy detail page.
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Contact customer support at BillItNow
or (877) 387-7272
Questions?