Combined Bill

Combined Bill allows you to mix reconciliations for direct bill and client bill, and settle with one payment method per insurer.

The Combined Bill Insurer Statement menu provides you with the following options:

• Reconcile a Combined Statement- View items due to be paid to the insurer, compare your records against the insurer statement, mark the items as reconciled, view items flagged for payments, and issue a check to the insurer. Reconcile direct bill commissions transacted in your system against commissions listed on a statement received from the insurer.
• Insurer Payables Report- View agency-billed transactions, including agent-billed and other interest-billed, written with one or all insurers. This report can be used to assess past or future insurer payables based on transactions processed.
• Statement Utilities- Access various client bill statement maintenance utilities.
• List Statements- This option displays a summary of all insurer statement reconciliations stored in the system.
• Dequeue Insurer Statement- Process saved/queued insurer statements.