Change or Delete a Payment Method
Brokers can change or update payment methods in bond. Customers also have the ability to change payment methods in pocket. For more information on pocket, see this article: Payments in pocket. For brokers in bond, here is how the feature works. Change Payment Method From the Payments tab in bond, go to the…
Transaction & Payment Reconciliation report
Transaction & Payment Reconciliation Report Guide * Tabular report that contains details about both transactions and payments for the brokerage. * Displays Company fee, Interest Fee and other Fees (NSF) * Updated daily. Where is it? Open Insights module, click on Reports and open 'Transaction & Payment Rec…
Manual Product - Binder Bill
If you need to read about the 'Finalize the payment details' section - please refer to Article - 'Manual Product - Payment details'. * Once you have completed the 'Finalize your payment details' screen, you can select Binder Bill, shown here: * The popup message appears asking you to confirm the c…
Manual Product - Payment details screen
This article will provide you with the process of completing this section when you have bound the policy, premium is confirmed, and you want to Bill the policy. The 'Finalize the payment details' screen. How to complete this page: Payment options: The above section shows whether the customer…
