Page 69 - Sales and Operations Handbook for Managers.pdf
P. 69
On the carrier website, enter the policy number to pull up
the customer’s account. Verify the vehicle information and
click “make payment”. Review the policy details. Since we
took the payment on Gplex, click the “Producer EFT” and
then proceed to “Next”. Go to Insurance Pro and go to
Receive Payment. It will populate and select “monthly
payment” select the method of payment (cash, card, cc to
company) Enter the correct information. The amount on
the carrier site should match the amount entered into
Insurance Pro.
Enter the agency fee amount if applicable. If the
transaction is done over the phone, please follow the same
OneSpan process from when the Sales Transaction Policy.
