Billing
Download Name
Description
Access Personal Lines Billing Account Information
This job aid provides the steps to view and access Personal Lines billing account information.
Billing Notices and Communications
This job aid guides you through how to view notices within Agent Center Workspace related to billing accounts at risk of cancellation for late pay and those that have already been canceled or reinstat...
Cancel a Policy
This job aid will provide step-by-step instructions on the cancellation options: Schedule Cancellation and Cancel Now. The job aid contains parameters for future and backdating a cancellation and offe...
Change a Personal Lines Billing Due Date
This job aid provided directions on how to change the billing due date in Agent Center Workspace for a Personal Lines policy.
Collections
This job aid provides definitions, details and dates to help you advise your customers regarding the collections processes. Including collection timelines and troubleshooting tips.
Create a Billing Account for a New Submission
This job aid reviews how to create a billing account for a new submission. Included in this job aid, you will find information on creating a new billing account, adding to an existing billing account,...
How to Set-up Paid in Full & REFT for a Single Policy
This job aid walks through the sequence of setting up for Paid in Full and Recurring Electronic Funds Transfer (REFT) discounts. This job aid includes eligibility and state specific requirements, plus...
JP Morgan-Chase Refund Process
This training introduces you to the new procedure for sending refunds electronically through the JPMorgan Chase online portal.
Make a Personal Lines Payment
This job aid covers how to make a payment on a Personal Lines billing account in Agent Center Workspace.
Manage Automatic Payments for Personal Lines Billing Accounts
This job aid reviews how to manage automatic payments for a Personal Lines billing account in Agent Center Workspace.
Manage Saved Payment Methods for a Personal Lines Billing Account
This job aid covers how to save payment methods for Personal Lines customers in Agent Center Workspace.
Move Money in Personal Lines Billing (Request Service Center Action)
This job aid covers how to transfer money to another billing account and/or how to transfer an account payment. Both will trigger a request a service center action/moving money.
Move Policies from One Personal Lines Billing Account to Another
This job aid covers how to move an existing policy from one Personal Lines billing account to another existing or new billing account.
Nationwide Express: Establish Billing Plan and Finalize Quote
This job aid will walk you through how to set-up a billing plan that works best for your customer. The job aid will not walk you through collecting a payment. It is simply acknowledging the customer's...
Personal Lines Billing Warnings and Notifications
This job aid allows you to review a Personal Lines customer account billing warnings and notifications.
Personal Lines Refunds
This job aid provides details on the Personal Lines refund process. It covers EFT, bankcard, check, and Chase refund processes and timelines for each.
Quoting in Nationwide Express - Review Policy, Get Final Rate, Pay & Bind
This job aid will walk you through the steps to review coverages and how to make changes or see additional details on products you are quoting. It will also walk you through the steps to obtain the fi...
Reprint Personal Lines Billing Documents
This job aid provides instructions on reprinting an EFT Authorization Form and reprinting a customer's receipt.
Updating Refund Preferences in PolicyCenter and Agent Center
This job aid describes the process for updating a customer’s refund method during a transaction or while servicing the account for future refunds. This job aid includes steps to update refund prefe...
Using the Billing Calculator
The billing calculator is a centralized service receiving billing and payment information. This job aid will explain where you can find the billing information once you have made a change to a policy....
View Personal Lines Bill and Statement Details
This job aid will walk you through how to view a current, future and/or past bill from the Billing Account Summary within Agent Center. There are also steps on how to use the Billing Calculator when q...
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