Change payment methods on an existing policy

Policyholders have two options for paying their premium:

  • Manual payments: Cash, check, or money order.
  • Automatic payments: Credit card or ACH.

By default, a policy is set up for manual payments. However, if a policyholder wants to set up automatic payments, you can add a credit card or checking account to their policy.

To add automatic payments to a policy:

  1. In the BriteCore menu, select Policies.
  2. On the Policy Search screen, navigate to and select the applicable policy.
  3. In the Policy menu, select Accounts Receivable.
  4. On the Accounts Receivable screen, select Billing Setup.
  5. In the Recurring Billing Contact section, next to Payment Method, select Add.
  6. In the Payment Method dialog box, complete the following steps:
    1. Under Select Payment Method, select either Credit Card or ACH.
    2. Add the account and billing information.
    3. Select Submit.

      Note: You must select the new account as the payment method before the automatic payments will take effect.

  7. In the Payment Method dropdown list, select Auto Pay: [Policyholder’s account](Policyholder’s name).

    Note: The policyholder’s account will be labeled what you typed in the Description box when adding the payment method.

Example: Auto Pay: Bob’s Visa (Bob Jones).

To remove automatic payments from a policy:

  1. In the BriteCore menu, select Policies.
  2. On the Policy Search screen, navigate to and select the applicable policy.
  3. In the Policy menu, select Accounts Receivable.
  4. On the Accounts Receivable screen, select Billing Setup.
  5. In the Recurring Billing Contact section, in the Payment Method dropdown list, select Manual Pay: Cash, Check, Money Order.