Billing

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...
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.
PL Billing Key Features (Agent Center)
This job aid provides direction for performing common Personal Lines billing tasks in Agent Center. Items included in this job aid: searching for a customer and billing accounts, account summary, acco...
Reconciling Agency Sweep Payments
This job aid shows you how to reconcile agency sweep payments using the following 3 tabs: All transactions, NSF checks and Delete payments. These types of transactions are time sensitive and this job ...
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...
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.
Nationwide Express: Establish Billing Plan & Finalize Quote
This job aid will walk you through how to select the appropriate billing plan that works best for your customer and the steps needed to finalize a quote in Nationwide Express.