Step 5 – Billing

On the Billing screen, you can determine if the first and future bills are paid separately, add payment information, and select the payment or billing schedule. When you access the Billing screen, a notification appears beneath the Add Payment Information title that says:

The first installment of <Annual Total> is due on submission.

The default view of the Billing screen displays one Payment Information section.

First bill paid separately

If you select the First bill is paid separately checkbox, BriteCore will automatically replace the Payment Information section with the Information for First Payment and Information for Future Payments sections.

Information for First Payment

Send Bill To

In the Information for First Payment under Send Bill To, you can view or update the Contact and the Mailing Address/Email Address fields. BriteCore automatically inputs the primary named insured as the Contact and inputs the primary named insured’s address as the Mailing Address/Email Address.

To edit this information:

  • From the Contact dropdown list, select another policy contact.
  • From the Mailing Address/Email Address, select a different address.

Payment Method

In the Select a Method section, select an option:

  • Manual Pay: Cash, Check, Money Order
  • Add a new Credit Card: If you select this option, additional fields will populate below that you will need to complete to add and use this payment method:
    • Credit Card Number
    • Expiration Date
    • Security Code
    • Full Name
  • Add a new ACH Account: If you select this option, additional fields will populate below that you will need to complete to add and use this payment method:
    • Account Type
    • Name on Account
    • Bank Name
    • Account Number
    • Routing Number

If you add a credit card or ACH account, you can change when funds are withdrawn. Beneath the card/account information, you will see the Withdraw Date subsection. Select Change to change when funds are withdrawn, then select the number of days before the due date that you want funds to be withdrawn.

Information for Future Payments

Send Bill To

In the Information for Future Payment under Send Bill To, you can view or update the Contact and the Mailing Address/Email Address fields. BriteCore automatically inputs the primary named insured as the Contact and inputs the primary named insured’s address as the Mailing Address/Email Address.

To edit this information:

  • From the Contact dropdown list, select another policy contact.
  • From the Mailing Address/Email Address, select a different address.

Payment Method

From the Payment Schedule dropdown list, select the desired payment/billing schedule for the policy.

In the Select a Method section, select an option:

  • Manual Pay: Cash, Check, Money Order
  • Add a new Credit Card: If you select this option, additional fields will populate below that you will need to complete to add and use this payment method:
    • Credit Card Number
    • Expiration Date
    • Security Code
    • Full Name
  • Add a new ACH Account: If you select this option, additional fields will populate below that you will need to complete to add and use this payment method:
    • Account Type
    • Name on Account
    • Bank Name
    • Account Number
    • Routing Number

If you add a credit card or ACH account, you can change when funds are withdrawn. Beneath the card/account information, you will see the Withdraw Date subsection. Select Change to change when funds are withdrawn, then select the number of days before the due date that you want funds to be withdrawn.

Payment Information

If you don’t select First bill is paid separately, then you will be prompted to complete payment information for all payments.

Send Bill To

In the Information for Future Payment under Send Bill To, you can view or update the Contact and the Mailing Address/Email Address fields. BriteCore automatically inputs the primary named insured as the Contact and inputs the primary named insured’s address as the Mailing Address/Email Address.

To edit this information:

  • From the Contact dropdown list, select another policy contact.
  • From the Mailing Address/Email Address, select a different address.

Payment Method

From the Payment Schedule dropdown list, select the desired payment/billing schedule for the policy.

In the Select a Method section, select an option:

  • Manual Pay: Cash, Check, Money Order
  • Add a new Credit Card: If you select Add a new Credit Card, additional fields will populate below that you will need to complete to add and use this payment method:
    • Credit Card Number
    • Expiration Date
    • Security Code
    • Full Name
  • Add a new ACH Account: If you select this option, additional fields will populate below that you will need to complete to add and use this payment method:
    • Account Type
    • Name on Account
    • Bank Name
    • Account Number
    • Routing Number

If you add a credit card or ACH account, you can change when funds are withdrawn. Beneath the card/account information, you will see the Withdraw Date subsection. Select Change to change when funds are withdrawn, then select the number of days before the due date that you want funds to be withdrawn.

Complete the Billing screen

When you finish adding payment information, select Continue Adding Policy.