Payment Methods

Payment Methods allows you to set up your Self-Service Portal so that insureds can view and/or pay balances due. You must set up an account with Applied Pay, Bluefin Payment Systems, Pineapple Payments, or ePayPolicy to allow insureds to make online payments.

Note: Pineapple Payments is only available for agents in Guam.

For more information on these vendors, access the following links:

Note that you can choose a default payment method for an agency or branch. See Agency Setup and Branches for instructions.

To access the Payment Methods area:

Add a Payment Method

The following steps may vary, and some steps may not be applicable, depending on the payment method you are using.

  1. Click Add on the options bar.
  2. Enter a Payment Method Name.
  3. Select Applied Pay, Bluefin, Pineapple Payments, or ePayPolicy as the Vendor Name.
    Note: Other vendors that display in the dropdown menu do not pertain to United States agencies.
  4. Depending on the vendor you use, do one of the following:
  5. If your organization is set up with Sync and uses Applied Epic or Applied TAM, and you want activities to be added to Epic or TAM when an online payment is made, set up a code for these activities in Epic or TAM and then enter the code in the Sync Activity Code field. See the System Activities article for more information on this functionality.
  6. To allow insureds to make partial payments (such as an initial deposit), select the Allow Partial Payments checkbox. If you do not select this option, insureds must pay the full invoice amount when they pay through the Self-Service Portal.
  7. If you use Applied Pay and would like to allow insured users to make non-invoiced payments, select the Allow Custom Payments checkbox to add a Make Custom Payments button to the Self-Service Portal landing page for policy and invoice payments. This option allows insureds to choose an amount and enter a description when they make a custom payment. Each custom payment creates a transaction on the client’s account in Applied Epic, which you can then apply manually.
  8. If you use Applied Pay and would like to hide credited amounts on the payment screen, select the Hide Credited Amounts checkbox. The system does not automatically apply credits when a user makes a payment.
  9. If you use Applied Pay and would like insured users on the Self-Service Portal to see payments due up to a year in advance, select the Show All Future Balances checkbox. If you leave it deselected, only payments due in the next three months display.
  10. If you use Applied Pay and Applied Epic Browser and would like Epic to apply credits to debits automatically when an insured pays in full, select the Automatically Apply Credits to Debits checkbox.
  11. If you use Applied Pay, Bluefin, or ePay Policy as a payment method, broker billed items set up in Applied Epic can be paid using the CSR24 bill pay workflow. To set these payments to create Epic activities automatically, select UserID or WorkGroup next to Broker Activity Owner (depending on whether an individual user or work group should own the activity), and enter the specific UserID or WorkGroup who should own the activity. If you leave this field blank, no broker activities are created for broker bill pay transactions, but the payments are still produced.
  12. Select an Applied Epic Payment Transaction Code from the dropdown menu to allow payment transactions to be created automatically in Applied Epic when an insured pays a bill using this payment method.
  13. Select the Allow payment by check checkbox if applicable. If neither this checkbox nor the Allow payment by credit card checkbox is selected, customers can view the balances due but cannot make payments online.
  14. To charge a flat fee per transaction, enter the correct dollar amount in the ACH Convenience Fee Amount field.
  15. To charge a fee equal to a certain percentage of the transaction, select the Is ACH fee a percentage? checkbox and enter the desired percentage in the ACH Convenience Fee Amount field.
  16. Select the Allow payment by credit card checkbox if applicable. If neither this checkbox nor the Allow payment by check checkbox is selected, customers can view the balances due but cannot make payments online.
  17. To charge a fee equal to a certain percentage of the transaction, select the Is fee a percentage? checkbox and enter the desired percentage in the Convenience Fee Amount field.
  18. Select the Require Payor Information? checkbox to require insureds to enter all payor information when paying online.
  19. Click Save.

Payment Method Setup

Payment Method Setup allows you to choose a default payment method, specify whether items paid online should be by agency or branch, and add a payment disclaimer.

  1. Click Setup on the options bar.
  2. Click Edit on the options bar.
  3. Select a Default Payment Method.
    Note: To add an item to this menu, see Add a Payment Method.
  4. Make a selection in the Select Payment Method by Agency or Branch dropdown menu.
  5. To add a Payment Disclaimer, select the appropriate language and country combination in the dropdown menu. Enter the disclaimer text in the box to the right. You can enter a different disclaimer for each available country/language combination.

Edit a Payment Method

  1. Locate the desired payment method.
  2. Click any of the information listed for the payment method to open its detail.
  3. Click Edit.
  4. Update the Payment Method Name if necessary. The Vendor Name defaults.
  5. Make changes as necessary.
  6. Click Save.

Delete a Payment Method

  1. Locate the desired payment method.
  2. Click any of the information listed for the payment method to open its detail.
  3. Click Delete.
  4. You are prompted: "Are you sure you want to delete?" Click OK.