State Auto Insurance

How to determine if an agent is set up to do sweep payments

• Open up an account search in Exceed. 
• In the Bill Account Number field type in SW followed by the agency code, including preceding zeros for a total of 10 characters.  For example, agency code 1234 would be entered as SW00001234. 
• Press enter. 
• If the search does not populate a result, the agency is NOT set up for sweep payments. 
• If the search populates a policy, check the EFT Detail screen. 
• If there are EFT bank details and the box labeled Inactive is NOT checked, they are set up for sweep payments. 
• If there are EFT bank details and the box labeled Inactive IS checked, they were set up for sweep payments but have since been removed.

Note:  We do NOT change the agency sweep account on behalf of the agent.  The agent would need to complete the money authorization form and fax or email to Customer Service.