What You'll Learn

• What is a program?

• Step-by-step instructions on program creation

• Add multiple quotes to one program

• Frequently Asked Questions

What is a program?

A program is a "shopping cart" for policies sold by your agency that allows your insureds to pay for their policies. It represents an invoice, finance agreement, and payment link all rolled into one, and gives the insured the choice to finance or pay in full from a single link. You can add up to 25 quotes/policies to one program.

Once created a program is created, the Program page will be the central source of information regarding the purchased policies, including:

• Payment history

• Quote / Policy details & changes

• Insured details

• Payouts to your agency (ie commission)

• Payouts to the carrier/wholesaler (ie premium)

• Email communications sent to your insured and team

How-to Guide

Step-by-Step Instructions

How to create a new Program

1. Begin on your dashboard home screen

2. Select +New Program from the top right corner

   

3. Select a Producer and Account Manager for the program

   1. The user selected as the Producer is listed as the signatory on the finance agreement, if the insured chooses to finance. They will not receive any email notifications and their information is only listed on the finance agreement.

   2. The user selected as the Account Manager will receive all program-related emails (failed payment, successful payment, policy-related questions)

4. Enter the insured party's details (either commercial business name, or personal individual name)

   1. If the customer already exists, you will be prompted to select that account from a dropdown. You will be able to select an existing insured entity or add another for that client.

5. Proceed to enter the Quote Details.

   1. Enter Quote number, Policy number, and Carrier / Writing company

   2. Enter Premium, Taxes and all fees

   3. Confirm that the pre-filled Commission % and Account Fee are accurate. Adjust if needed.

   4. Attach the quote or policy document to the program

5. If you have multiple quotes or policies to include, you can add another using the "Add another quote" buttons located the bottom and the lefthand side of the page.

6. Click Save program to proceed. This action will not trigger the purchase link to be sent to your client.

7. You will now be directed to the new Program Page. From this page you can view, edit, and send the purchase link to your client.

8. To send the link, simply click Start email campaign in the banner at the top of the page. For more information on the email campaign, click here.

   1. If you prefer, you can click "Get it here" to download a PDF invoice or "Copy checkout link" to copy the payment link to send it from your own email. Our links are also mobile-friendly if the insured prefers to communicate via text.

Frequently Asked Questions

How do I send the payment link to the agency or insured?

There are 2 ways to share the payment link:

1. From the program page, click the purple Send email button near the top right side. This will begin the email campaign flow to collect payment to your insured.

   • Emails sent from the program will be displayed at the bottom of the program page under the Communications section.

2. Highlight & copy the payment link from the purple banner and share it with the agent or insured for payment directly.

How do I edit the policy details after I create the program?

Edits made to quotes must be made before payment is initiated on the program. To make changes to a program in Payment due status:

1. Scroll down to the "Policies" section of the dashboard

2. Click on the policy you want to edit and a sidebar will open

3. In the sidebar, click "Edit policy"

   

4. Once all edits are made, click the "Update quote" button in the top right corner. The existing payment link will update as needed; you will not need a new payment link if changes are made before the initial payment has been initiated.

Contact Us

Need more help? Contact us at [email protected] for more help