How does an agenct make a sweep payment
- The agent needs to have the policy pulled up in Agentsite.
- On the left hand side they will pick Sweep/Billing.
- On the sweep/billing screen the agent will type in the amount they want to pay in the box labeled “Enter New Payment Amount Here”.
- In the box labeled “Enter Method of Payment” they will enter how they received the payment, ie: cash, check, money order. This is not a place for them to type a card number or routing and account number.
- Press Add Payment.
- Agent will receive another message confirming they want to add payment; they will select yes with the option to print a receipt.