TRUE OR FALSE?
Due Date updates can only be made on displayed eligible invoices.
TRUE
What are the types of Credit/debit card options that we accept
Discover, Mastercard & Visa
Is the Agent authorized to cancel the policy when Insured does not want to renew
Yes
Agent is trying to push a payment out a few days on a NON CSDD bill plan in FAO, where is the option located?
In FAO, go to Billing and Payments & select "Change Payment Due Date."
Where can agent update eft or card info on renewal offer?
In FAO, on navigation pane, Renewal offer term, under billing and payments
3 Payment Methods available for Agents in FAO?
What are Express Money Transfer, Checking Account, Insureds Credit/Debit Card
When making a one time payment with checking account as the payment option, is agent authorized to use the agent's account?
NO! it is a one-time withdrawal from insured's checking account
- see online check payment (checking account payment type) GL for additional support
The agent is asking for a refund on a check they accepted in office that was returned NSF, Where is this located ?
In FAO, go to Billing -> Process Returned Check.
An agent wants to update a Last installment due date , who can authorize this change?
Agent must call progressive
NI's policy is PIF on automatic payments EFT. The renewal term is not available but the Agent is trying to update the bank account information, can he process this change?
EFT can not be updated if policy is paid in full and there is no renewal term available.
Can agents request to have a draft issued in FAO?
no, It is not supported in FAO
Agent wants to get a copy of a receipt made on the policy , where is this located?
What is FAO- billing and payments - view/print receipt
Agent wants to update eft on policy, can they , and where can they update ?
Yes, in FAO or Calling in change
Agent is calling in to see if we accept International Credit card? He states that is is not working in FAO.
FAO does not support International ZIP codes, agent should use current mailing or garaging ZIP for the ZIP code field
Ni wants to make payment with cash , who is authorized to take payment ?
Agent
Agent wants to know what the Fees are for the states she writes in, where is this located?
In FAO, go to Products -> Auto -> Product Guides.
TRUE OR FALSE?
Automatic Payments Card can be added without an email address on file.
FALSE
An email is required when selecting the Automatic Payments - Card option
Agent states and Edit Message Received After Submitting Check (EFT) Payment: "We're unable to accept payment from the checking account you entered. Please try again or select another form of payment. For more information, please contact your bank or financial institution." and wants to know why?
Read mandatory script: "Based on previous information from the bank or financial institution, we are not allowed to process payments out of that bank account. Please call the bank or financial institution for more information."
Payment methods are controlled by Marketing for each state. Who is 'authorized' to answer agents questions about payment availability?
Refer them to their ASR
True or False: Can Agent process an initial payment of $20,000 from NI checking account? Where is this located in the GL?
False Limit for a checking account initial payment is $10,000
In the FAQ's