• An email notification will be sent with regards to pending binder payments due
  • This will include details of your customers who require immediate attention in the next 15 days
2 01
Redirection Message
  • By clicking on the ‘Pay Now’ button after submitting the enrollment application, you will be redirected to the carrier portal
  • A message will be displayed informing that you will be redirected to the carrier’s portal to make the binder payment

2 02

  • By clicking ‘Leave this page’, you will be redirected to the carrier portal
Bank Information Verification for Payment Processing
  • You are required to upload a document that contains your account and routing numbers
  • Accepted documents include:
    • A Voided check, bank statement, deposit slip, or letter from the bank
  • If you have already provided your bank account information, you are still required to upload a document that contains your account and routing numbers
2 03
New Process for Capturing W-9 Information from Agents
  • You are now required to fill out the W-9 that is available under the payment settings
  • This information is securely stored and used to validate agents’ identities and payment information

2 04