Page 68 - Sales and Operations Handbook for Managers.pdf

Procedure

Sales agents need to check the carrier’s website first to make

sure that the policy is active prior to taking the monthly
payment amount and verify all policy and customer

information is still correct. Take the exact payment amount

indicated on the carrier website. Sales agents may enter credit

card details either on the carrier website to process the

payment or in Gplex. (if the customer pays through credit
card).

In Gplex-go to Payment and select Auto insurance. If active

policy, then enter in policy number. Hit Manual Input Mode.

Click start session. Enter the information required. If an agent

is taking payment over the phone, hit *9 to stop recording
when a customer is saying the credit card number. If the

customer does not want to tell the credit card number over

the phone, then the Sales agent will “Start Session” and not

check the Manual input mode. This allows for a pop up

number pad. Once the pad has popped up, it allows the

customer to enter the credit card number on their telephone
keypad.

After all information is entered, then hit confirm to save

payment in the Gplex portal. Once you have received the

payment, go to the carrier site to post the payment.