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Autopay Explained

Read on to learn about how both you and your insureds will experience Autopay when sending premium finance options through AndDone. 

The Autopay Experience for Merchants

Once you are logged into the portal and have started your premium finance quote, under the policies section you will see an "Allow Insured to Enroll in Autopay" checkbox that will be automatically checked. 

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This will allow your insureds to enroll in autopay once they receive the payment link. 

The Autopay Experience for Insureds

When the insured receives the payment link, they will follow these steps to enroll in autopay: 

  1. First, they will click "Proceed to E-Sign" and electronically sign the Premium Finance Agreement. 
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  2. After electronically signing, click "Submit Signature and Proceed to Autopay".
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  3. Next, the insured will select "Enroll in Autopay" and provide their email address, electronic signature, and check the box to authorize the automatic installment payments. Then click "Proceed to Autopay Method".
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  4. Then the insured will be able to provide either their ACH or Card information that they want to use for the automatic installment payments and click "Submit Autopay Method". 
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  5. From there they will be prompted to continue to the down payment portion of the process where they can elect to use the same payment information that was provided for autopay or provide a different payment method for the down payment. 
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  6. Finally, they will click submit down payment and be able to view the confirmation screen.
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If you need assistance or have any further questions, please click here to contact our support team.