Creating Payment Links for Premium Financing in the Merchant Portal
Upon logging into the Merchant Portal (click here to reach the login page), you will be directed to the Payments Module. Simply click on "Financing" and then "Create Quote" on the left side menu bar in order to create a new premium financing quote.
Once you have entered the Merchant details, Insured details, Program details, and Policy details within the Create Quote view, you will be directed to Underwriting and Create Payment Link. In the Underwriting section you can review the important details of your quote as well as view the PFA. After Underwriting, you will create a Payment Link for your quote. From the dropdown menu select a Reference Type whether that's Account Number, Invoice Number, Quote ID, Policy Number or Other. In this example we will use Invoice Number as a Reference Type. Enter the Invoice Number and a short note for the Purpose of Payment. When all your quote details look correct, click on "Confirm Details."
You will be redirected to Confirm Payment Link Details page. If any of your Payment Link details look incorrect, click on the Edit Payment Link button.
Make any desired changes to your Payment Link details then lock in the changes by clicking "Confirm Details."
Having confirmed details, you will now see your created Payment Link. Easily copy the Payment Link to your clipboard by clicking on the copy-to-clipboard button or by clicking the "Copy Link" button.
At this point, you also have the option to start over on your quote by simply clicking on the "Start Over" button.
Accessing Created Payment Links
To view Payment Links for Loan Accounts, within Financing make sure that "Loan Accounts" is selected.
With your Loan Accounts pulled up, you will be able to click into either "Account Details" or "Payment Details."
By clicking into Account Details you will see important details like the loan Start Date, Last Payment Date, Last Payment Amount, Next Payment Date, Next Payment Amount, and the Renewal Date. You will also see "Quote Details."
By clicking on "Quote Details" you will expand the view to include relevant quote information including the Payment Link for the quote. Simply copy the link to your clipboard by clicking the "copy to clipboard" button.
To access Payment Links for Quotes, within Financing click on "Quotes" on the toggle button at the top of the page.
In Quotes view, you will be able to view Quote Id, Date Created, Named Insured, Status, and Premium Amount. Click on the line of data for the Quote that you want to view Details for.
Once in the Quote Details you will see various quote details including the Payment Link for the quote, where you can easily copy it to your clipboard.
If you need assistance or have any further questions, please click here to contact our support team.