Legacy Billng
What are the most common systems and links used for Legacy Billing? Exceed: System used to access direct billed policy holders billi...
Mon, 16 Aug, 2021 at 7:48 AM
Who would you conact in the event of any Legacy billing issues? epays@stateauto.com : Where the insured or agent would send completed e-pay forms. reque...
Mon, 16 Aug, 2021 at 7:51 AM
What are the payments(batch) codes for Legacy billing? System Used Type of Payment DB Code(Mainframe) Receipt Code(Exceed) AgentSite Sw...
Sun, 27 Jun, 2021 at 2:05 PM
How to transfer a Legacy payment from one account to another in Exceed From the Receipts screen highlight the payment you would like to move. Click Rece...
Sun, 27 Jun, 2021 at 2:06 PM
How to reappy money on the same Legacy account Note: We are not able to modify money as significantly as we can on Connect. We can apply to the oldest in...
Sun, 27 Jun, 2021 at 2:06 PM
Hows long is the grace period for legacy policy Legacy policies will go into pendeing cancellation status four (4) days after the payment due date with th...
Sun, 27 Jun, 2021 at 2:07 PM
When is a late fee assessed for a Legacy policy? A late fee is assessed on the fifth (5) day after the payment due date;
Sun, 27 Jun, 2021 at 2:08 PM
How to waive a late fee that is showing paid on a Legacy policy Using the Receipts screen find the payment that paid the fee. Highlight the payment you w...
Sun, 27 Jun, 2021 at 2:08 PM
How do we send back refunds on a Legacy policy All refund go back as checks via regular mail.
Sun, 27 Jun, 2021 at 2:08 PM
How long does it take for refunds to go out (mailed) on a Legacy policy Refunds in Exceed are mailed based on when it is disbursed. Use the chart below to...
Sun, 27 Jun, 2021 at 2:09 PM