Frank Winston Crum Billing Quick Reference Guide. Version 3 9/16/2011

Transcription

1 Frank Winston Crum Billing Quick Reference Guide Version 3 9/16/2011

2 Navigating Bill It Now Using your internet browser, go to Click on the Log In link located at the top right hand corner of the screen to display the BMS Login Screen, shown below. Enter your username and password in the Login dialog box and press <ENTER> to access the BillItNow Welcome Page. 2

3 Welcome Page The Welcome Page provides links to various options. The Tools section provides links to settings and actions. The Accounts section provides links to your policies and other entities. Select the Policy Holder or Policy link to search or browse these levels. Your Agency Name Here 3

4 Policy Holder Screen Selecting the Policy Holder link (shown on page 3) will display the Policy Holder Screen, shown below. From this screen, you may access policy holder detail two ways. Either search for all or part of the name, or point and click on the name of the insured to view the Policy Holder Detail Screen for that client. Example SamasdasdSample SamasdasdSample SamasdasdSample 4

5 Policy Holder Detail Screen The Policy Holder Detail Screen provides customer contact information, as well as information on the issuing company, the carrier, the MGA, and broker associated with the client. The policyholder s policies can be accessed from this screen by clicking on the link located in the upper left hand portion of the screen. If multiple policies are held by the same insured, the policy link will bring you to a listing of all policies associated with your insured. Transactions can be viewed at the account level by clicking Account Transactions. Sample policy holder Frank Winston Crum Billing Quick Reference Guide

6 Multiple Policy Per Insured Screen From this screen, both the Policy Holder Detail and Policy Detail Screens may be accessed. Click the POLICY NUMBER to see the policy detail. Click the POLICYHOLDER NAME to see the policyholder details. Sample Frank Winston Crum Billing Quick Reference Guide 6

7 Policy Screen The Policy link, highlighted on page 3, will display the Policy Search Screen, shown below. To access the Policy Detail Screen from here, search for all or part of the name of the policyholder or the policy number. Alternatively, you can scroll through the list of policy numbers and point and click on the policy number to access the policy detail screen of that policy. Please note that selecting the NAME of the policy holder from this screen will bring you to the Policy Holder Detail Screen for the insured, and not to the policy detail. Active policies appear in bold and inactive policies appear in gray. SamasdasdSample SamasdasdSample SamasdasdSample SamasdasdSample Frank Winston Crum Billing Quick Reference Guide 7

8 Policy Detail Screen The Policy Detail Screen provides detailed account information for the policy. Total Premium Booked Click any linked entity to view detail Payment Due Date Scheduled Statement Generation Date ABC Construction Your Agency Current Balance Due Transaction History Pmt. Status indicates if an installment is paid, in full or partially Links are highlighted when prior/next term exists Stmt. Status indicates if an installment statement has been sent. Frank Winston Crum Billing Quick Reference Guide 8

9 Reporting at Your Fingertips In addition to providing agencies with detailed policy and policyholder information, BillItNow provides many reports, including commission reports, pending cancellation reports, overdue payment reports, etc. Commission reports can be run to forecast future disbursements, and past commission statements can be viewed by clicking View Earlier Reports The Pending Cancellation Report provides a detailed listing of all policies for which a cancellation notice has mailed, but have not yet been paid or cancelled. The Billed Balance report can display all amounts billed, billed and not paid, or billed and now overdue. All reports feature custom sorting. All reports can be exported and saved to PDF, Excel, or Word files for easy manipulation, storage and reference. To access the available report listing, click the Reports link, located on the main menu bar (shown below), which is displayed on all BMS screens. If you need a report that is not listed, contact us, we may be able to create it for you. Frank Winston Crum Billing Quick Reference Guide 9

10 Available Reports Screen This screen displays a list of available reports. Click a report link to access the Report Criteria Screen for the report you wish to run. Frank Winston Crum Billing Quick Reference Guide 10

11 Report Criteria Screen From the Report Criteria Screen, shown below, specify the date range, sort, and print to options (as applicable) and click the View Report button to return the results. Frank Winston Crum Billing Quick Reference Guide 11

12 Displaying Results If you chose to print the report to the screen, you can export the results to the file options given by clicking on the drop down box and pressing the Go button, shown below. Once exported, the document can be saved. Your Company here Sample Data Frank Winston Crum Billing Quick Reference Guide 12

13 Pay Policy Online To pay a policy online, click the Pay Policy Online link from the Tools section of the Welcome Screen. This will take you to the Pay Online Screen. Frank Winston Crum Billing Quick Reference Guide 13

14 Pay Policy Online Alternatively, you may access the pay online option from the Pay Online link of any active policy, highlighted below. Frank Winston Crum Billing Quick Reference Guide 14

15 Pay Online Screen Select the policy you wish to pay from the drop down box. Only active policies will display in the list. Click the radio button for Credit Card (if available) or Electronic Check (ACH). Select the New Checking Account radio button. Press the Next button to display the New Checking Account Screen. Frank Winston Crum Billing Quick Reference Guide 1

16 New Account Screen Fill in the blank fields and press the Next button. The Payment Options Screen will display. The information collected here is different depending on whether a credit card or checking account is being entered. If the billing address on the account is the same as the policy address, clicking Yes will use the address shown. You may save this account under your username so that you can easily use it again in the future. Click the box and enter a description so you can identify it easily later. When ready, click Next. Sample 16

17 Payment Options Screen Select Make One-Time Payment if you are making a single payment. If the amount you wish to pay is different from the amount displayed in the Amount to Pay field, change it at this time. The Pay On field defaults to the current date or the due date. If this is not the date you wish to use, change it at this time. When you are finished making changes, press the Next button. The Payment Review Screen will display. Select Set up Recurring Payments if you want to set up recurring payments on a schedule. A suggested schedule will be presented to you according to the installment schedule set forth by the carrier. You may accept this or change any amount or date. You can also add additional payments to, or delete payments from, the schedule. When ready, click Next. 17

18 Payment Review Screen Validate the information that you have entered for accuracy. Read the Terms and Conditions field and check the box to accept the terms. If scheduling recurring payments, you can also: Pre-authorize any premium changes to adjust your payments accordingly. Pre-authorize all future policy renewals to continue to draw as per the installment schedule set forth by the carrier. Go Green by suppressing paper statements from being printed and mailed. When ready, click Pay to process the payment

19 Payment Confirmation Screen From the Payment Confirmation Screen, you may print a copy of the confirmation for your records. When ready, click Return to Account to return to the policy detail page. 19

20 Questions? Contact customer support at BillItNow or (877) Frank Winston Crum Billing Quick Reference Guide 20