Summary of Ways to Pay
Agents use a check scanner to convert a paper check into an electronic payment. The scanner reads the bank and routing numbers from the bottom of the check and electronically sends the payment to their bank for processing.
The Regular Billing Statement is sent approximately ___ days prior to its due date.
What is 25-28 Days?
This screen provides information, such as: the account balance, account number, account type, billing information, policy status, producer information, effective and expiration dates, policy descriptions, policy number, policy balance and policy period.
What is the Summary Screen?
All documentation should be noted here after you process an account action.
What is Relate?
This discount requires the customer to set up recurring payments with a checking/savings account online or have their billing account set to AFT
What is the Auto Pay Discount?
Customers dial 1-866-424-8002 to make payments through an automated phone system.r
What is Pay by Phone?
This state processes a cancel 7 days prior to the out of force date.
What is Minnesota?
This screen allows you edit the date a refund check is sent out.
What is Disbursements?
What is Administration?
This discount requires the customer to set communication preferences in My Account to email for policy and billing documents.
What is the Paperless Discount?
Agents electronically transfer a payment to the customer's billing account from their bank account. Agents can use this method if they receive cash, money orders and checks ineligible for check debit in their office.
What is Agent EFT?
In most states for Advance Billing, this is the number of days a cancel letter is sent after a statement has not been paid.
What is two days?
This screen provides the account holders billing name and address information and allows you to edit statement language and accountholder order.
What is Maintain Contacts?
This account action moves a partial payment from one account to another, and the original received date is not reflected.
What is transfer?
To add the paperless or auto pay discount, you must initiate the action in ____
What is PolicyCenter?
Customers make a one-time payment online on amfam.com without having to register for My Account/ Online Billing
What is Pay Now?
What is a rescind letter?
On this screen, there is an actions button that allows you to make changes to the payment such as Modify Distribution, Undistribute, or Move
What is Payments?
This type of account action transfers the entire payment from one account to another and original received date is reflected.
What is Move?
The customer must pay the full amount of the policy premium in this number of days to qualify for the Full Pay Discount.
What is 3 days?
Customers send payments electronically through their financial institution or a third party vendor using a checking or savings account.
What is Bill Payer Service?
The policy processing system sends a renewal request activity to the Customer Billing System approximately ____ days prior.
What is 37 days?
This screen involves a running ledger that shows when invoices are sent out, any payments made, and policy changes or credits applied.
What is Billing History?
This account action must be performed if a customer agrees to a payment plan on an ACTIVE Billing Account.
What is a Schedule Edit or Internal Block (depending on the situation)?
Payment within this dollar amount tolerance can be granted.
What is five dollars?