Page 74 - Sales and Operations Handbook for Managers.pdf

Save the information. If the agent took payment over the

phone, save the information in Insurance pro. Generate a

pdf copy of the receipt and the agency fee agreement, if

applicable and email it to the customer. If it is an in-person
payment, then print out the receipt from the carrier

website and give it to the customer.

Either way, the agent will go to Insurance Pro to create a

receipt for credit payment or indicate CC to the company
(agent took payment directly on the carrier website). If the

agent takes payment on the carrier website, go to the

carrier site and enter the policy number to pull up the

account.

Verify the policy details. Go to payment details and select

the method of payment. Take the form of payment from
the customer (cash or card). If the customer pays through

cash, go to the carrier website to indicate cash payment.

Go to Insurance Pro to create a cash receipt to indicate

payment has been made for the month and to give to the

customer. Take the cash payment and store it in the
register. Give the customer the printed Ipro receipt.

Note: Agent may collect agency fees for the following

reasons: