Billing documentation
Setup
- Set up or edit billing schedules
- Set up automatic assignment of billing schedules
- Manage agency billing
- Set up billing fees
- Set up billing for new and renewal business in the Policy Lifecycle
- Set up endorsement billing
- Set up Minimum Earned Premium
- Multi-policy discount
- Factor installments by payment method
- Set up auto-pay
- Set up sweep payments
- Set up NSF notification
- Set up electronic payment rules
- Set up electronic payment notifications
- Allow auto-payments on any amount
- Set up new business payments
- Set up printing options for Billing
- Billing permissions
- Set up website redirects
- Send billing invoices outside policy term
- Commissions setup
- Set up commission structures
- Configure commission payments
- Set up alert for payments not yet exported
- Manage negative commission
- Automatic return premiums set up
- Set up automatic return premium transfers on rewrites
- Set up minimum return premium threshold
- Set up voided return premium
- Set up rejected return premium
Accounts receivable
- Link policies
- Access linked policies
- View contact information from the Accounts Receivable screen
- Manage non-pays
- View and access claim information from the Accounts Receivable screen
- View installment schedule
- Make a payment
- Edit billing dates
- Manage payoffs
- Flag a policy with poor payment history
- Allow non-pay cancelation on agency billed policies
- Keep a policy from entering non-pay or canceling
Payments
- Inbound payments overview
- Add payment method from the Accounts Receivable screen
- Change the billing due date on single and linked policies
- View inbound payments
- Delete a payment
- Research declined payments
- Set up new business payments
- Enable carrying a payment method across policy terms
- Change payment methods on an existing policy
- Send billing invoice outside of policy term
- Inbound payments overview
- Add payment method from the Accounts Receivable screen
- Change the billing due date on single and linked policies
- View inbound payments
- Mark a payment as non-sufficient funds
- Delete a payment
- Research declined payments
- Automatic payment overview
- Manage automatic payments
- Set up new business payments
- Enable carrying a payment method across policy terms
- Change payment methods on an existing policy
Commissions and return premiums
- Process pending commissions
- Upload CSV to Commission Payment Queue
- Enter manual adjustments
- Commission Reports
- Select how to print commission reports
- Send commission reports (statements)
- Issue a negative commission report (statement)
- Resend a commission report (statement)
- Pay monthly and contingent commissions electronically
- Issue a return premium on a policy without a credit
- Issue a return premium to the carrier
- Manually issue a return premium on a policy with credit
- Enable void exported return premium
- Void return premium
- Export return premiums
- Edit return premium
- Transfer return premium
- Set up rejected return premiums
- Track check numbers
- Add commission payments
- Process commission payments
- Clear commission payments
- Make manual commissions adjustments
- Manage Agent Commission Reports