How Do I Read the Billing Summary?

The policy billing information is on the Billing tab of the agent dashboard page. This section displays information about payment status, methods for paying a balance, processed payments, and the chosen billing method.

When the payment method is set to EFT or credit card, it will also indicate whether the policy's Authorization Form has been received. If you see the status show as not received, one must be signed and submitted. Read more about Authorization Forms.

Billing Tab Breakdown:

• • Red Icon to notify agent of a balance due.
    • A red icon next to the tab name will indicate a payment is due.
    • The icon will show anytime there is a balance due even if the due date is in the future.
  • Summary
    • This includes any outstanding balance, payment status and due date. If there is an outstanding balance the agent will be able to pay via the Pay Now button, which is the same functionality that previously lived on the Summary tab. If no payment is due only the payment status "Paid" will display.
    • Billing Method on file will show the current effective billing method.
  • Running Billing History
    • All premium bearing endorsements.
    • Record of any payments, refunds or voids on the policy.

For further assistance, contact us via our webform or Live Chat.