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Resources
Video Library
How to Update a Billing Method
This tutorial will demonstrate how to update the billing method on a customer's account. The billing method may be updated at any time during the account lifecycle.
Create a Premium Finance Quote
How to create a new premium finance quote for your policyholder.
How to Submit a Premium Finance Agreement
How to submit a premium finance agreement for processing using the paperless method or manually.
Submit a Payment at Time of Quoting
Premium Billing System provides the convenient option for Agents and General Agents to submit the customer's down payment and/or past due installments at the time of quoting. This video provides step-by-step instructions on how to upload a payment after completing a quote through our e-payment wizard