Plum Voice setup

Plum Voice powers interactive voice response (IVR), which includes call routing, messaging, and voice communications for customers. With BriteCore, payors can check account balances and apply credit card or ACH payments to policies by calling a specific telephone number.

Plumb Voice setup

To set up Plum Voice:

  1. Contact Plum Voice.
  2. Complete the required paperwork.
  3. Set up a Plum Voice account.
  4. Retrieve a dedicated phone number insureds can call to make a payment.
  5. Configure a Plum Voice application to reach for BriteCore’s IVR entry point when an incoming phone call is detected.
    1. Example: https://sitename.britecorepro.com/serve/plumvoice_ph.

BriteCore setup

To set up the Plum Voice integration in BriteCore:

  1. In the BriteCore menu, select Settings.
  2. In the Settings menu, select Vendors.
  3. On the Vendors screen, under Payment by Phone, select PlumVoice.
  4. Next to PlumVoice, select the edit icon .
  5. In the PlumVoice dialog box, complete the following steps:
    1. In the PlumVoice AUTH Token box, type an arbitrary PlumVoice AUTH Token.

      Note: Plum Voice doesn’t provide the token, so it can be anything you choose.

    2. In the Redirect phone number box, type the redirect phone number.
    3. In the Custom welcome message box, type a welcome message.
    4. In the Custom goodbye message box, type a goodbye message.

      Note: You can upload custom audio files if you want to.

    5. Select Done.

Billing statements

To set up billing statements:

  1. In the BriteCore menu, select Settings.
  2. In the Settings menu, select Deliverables.
  3. On the Deliverables screen, in the Mass Deliverables section, under Stock Deliverables, next to the applicable billing statements, select the edit icon .
  4. In the Mass Deliverables Setup dialog box, in either Top of Page Blurb or Add a Text Area, type a message that will appear on the billing statement.

    Note: The message should include the phone number for insureds to access their account information and pay their bill.

BriteCore processing

Insureds:

  • Receive an invoice directing them to pay by phone.
  • Call the provided phone number and follows the prompts.
  • Make a payment.

Successful payments:

  • Appear on their policy under Accounts Receivable.
  • Process through the payment vendor.
  • Generate a receipt on their policy under Attachments.

Data security requirements

To learn more, read about Plum Voice’s data security requirements.

FAQs

Can the insured pay more than the payoff amount of the term?

No. The insured can’t pay more than the payoff amount of the term.