Legacy Billng
How to change a Legacy pay plan in Exceed From the Policy/Agreement screen, highlight the term you are trying to change. Click Quote Scheduling. Selec...
Sun, 27 Jun, 2021 at 2:14 PM
Why is it cheaper to have a Legacy Commercial policy on EFT It's not. Direct bill commercial policies are billed on an 11 month basis, but EFT is bi...
Sun, 27 Jun, 2021 at 2:13 PM
On a Legacy policy, if someone is billed monthly, but pays in full, wold they pay the service fee? Pending that all other premiums are paid, the service ...
Sun, 27 Jun, 2021 at 2:14 PM
How to quote the paid in full discount for a Legacy auto policy Follow the normal steps to processing a pay plan change. Ensure that the RSN is CPP. W...
Sun, 27 Jun, 2021 at 2:15 PM
How to determine if a Legacy policy is billed to an agency If you pull the policy up on Mainframe and see an account number beginning with AC on the MIBC...
Sun, 27 Jun, 2021 at 2:16 PM
What is agency sweep Agency sweep is one of the methods available to our agencies as a way for them to transmit payments made in their office to State Aut...
Sun, 27 Jun, 2021 at 1:00 PM
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. ...
Sun, 27 Jun, 2021 at 1:02 PM
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 b...
Sun, 27 Jun, 2021 at 1:04 PM
Can we reverse a sweep payment The day that the payment is made, the agent will have the ability to delete or change the payment on the sweep/billing scr...
Sun, 27 Jun, 2021 at 1:06 PM
How to determine when a Legacy policy will cancel in Exceed On the Summary screen find the Request Non Pay Cancel line. The first date on this line is th...
Sun, 27 Jun, 2021 at 2:16 PM