BriteApps: Payments redesign and Provider Administrator portal updates

Policyholder portal

Autopay

Users can set Autopay independently if there is a current and a next term on a policy.

Payment method settings

A new setting, Available Payment Methods, controls what types of payment methods can be added in the app. This setting controls what options display under the Add Payment Method screen in the app. By default, Available Payment Methods is set to Bank Accounts and Credit Cards and offers three options:

  • Credit Cards: Displays credit cards as the only available payment method.
  • Bank Accounts: Displays bank accounts as the only available payment method.
  • Bank Accounts and Credit Cards: Displays bank accounts and credit cards as the available payment methods.

Another new setting, Auto Payment Methods, controls what types of payment methods can be used in the app for auto pay. This setting controls what options display in the Please Choose your Payment Methods dropdown list under the Payment Plan screen in Auto Pay. By default, the Auto Payment Methods is set to Bank Accounts and Credit Cards and offers three options:

  • Credit Cards: Displays credit cards as the only available payment method.
  • Bank Accounts: Displays bank accounts as the only available payment method.
  • Bank Accounts and Credit Cards: Displays bank accounts and credit cards as the available payment methods.

Note: You may change the settings at any time. However, an insured can continue using their current payment option until they deselect it for changes in the setting to apply.

For example, if Auto Payment Methods was set to accept both bank accounts and credit cards, and an insured set a credit card as their auto pay payment option. When you change Auto Payment Methods to bank only, the insured can continue using their credit card until they deselect it, at which point they won’t be able to add another credit card and will be limited to the option of a bank account only.

Mailing Address

The following settings have been deprecated because they are no longer used:

  • Change Mailing Address
  • Mailing Address Change Notification
  • Agent Mailing Address Change Notification
  • Agency Mailing Address Change Notification

Account Settings

If the Login is an email address and it is changed on Account Settings page, a pop-up window will display and offer two options:

  • If Yes, the user will be redirected to the Emails screen to update their email.
  • If No, the user will remain on the Account Settings page.
Figure 1: Pop-up window.

Web version redesign

Payments

Selecting Payments displays the Payments menu to navigate to the Payments screens.

Figure 2: Payments menu.

Make Payments screen

Selecting Make Payments from the Payments menu displays the Make Payments screen, where users can view:

  • The current term amount due/overdue.
  • Entire term amount due/overdue.
  • Next term due amount.

To make a bulk payment, a user can select the checkbox next to each policy. The checkbox only appears when the policy carries an amount due/overdue.

A user can’t select a policy with a next term due amount for bulk payments; future payments must be paid and processed separately.

Figure 3: Make Payments screen.

Make Payment dialog box

Selecting the Make Payment button on the Make Payments screen displays the Make Payment dialog box:

  • Users can choose to pay on the current term or entire term.
  • Users can choose a payment method or add a new payment method to their account.
Figure 4: Make Payment dialog box.

Payment Methods screen

Selecting the Payment Methods from the Payments menu displays the Payment Methods screen, which shows credit card or bank account payment methods associated with the account. Users can remove Payment Methods by selecting the trashcan icon next to a Payment Method.

Figure 5: Payment Methods screen.

Add Payment Method screen

Selecting the Add Payment Method button on the Payment Methods screen displays the Add Payment Method dialog box, where a user can add a new bank account or credit card payment method.

Figure 6: Add Payment Method dialog box, with Bank Account selected.
Figure 7: Add Payment Method dialog box, with Credit Card selected.

Payment Plans screen

Selecting Payment Plans from the Payments menu displays the Payment Plans screen. For each policy, the user can:

  • Enable/disable Auto Pay. If there isn’t a payment method on file when the user enables auto pay, an Add a Payment Method dialog box displays.
  • Update their payment plan.
  • Choose a payment method.
Figure 8: Payment Plans screen.

Payment History screen

Selecting Payment History from the Payments menu displays the Payment History screen, where users can select a policy to view their payments and invoices.

Figure 9: Payment History screen.

Provider Administrator portal

Emails dashboard

The Emails dashboard is color-coded to highlight the status of emails.

  • Red: Email delivery has failed.
  • Beige: Email was accepted, but isn’t yet confirmed.
  • No color: Email delivery is successful.

For emails that are sent to more than one person (agent, agency, carrier staff), the status indicates worst-case scenario prioritizing failed emails:

  • Red: One email delivery failed.
  • Beige: One email delivery accepted and none failed.
  • No color: All emails were successfully delivered.
Figure 10: Emails dashboard.

User Actions dashboard

Each time a user accepts Automatic Payment Authorization, the User Actions dashboard logs and displays Updated autopay method.

Figure 11: Updated autopay method displayed in the User Actions dashboard.

Additional information