Archives for sweep payments

Visa and MasterCardsYou have been asking for credit card payment capability – and now it’s here!

Your insureds now have the option of paying installments or in full with Visa/MasterCard/Discover credit cards. This option is available on new business and renewals issued beginning December 1.

You also now have sweep capability!

If you accept payments from your insurance for down payments or installments, nothing can be easier than processing a sweep payment with us. All you have to do is make sure your agency is set up once and all future payments are as easy as possible. Just call anyone in our office and we will have you set up in minutes.

You can now also include the policy down payment information while submitting the policy. You no longer have to bind the policy then go submit the down payment separately.

If you submit the down payment information during the policy submission process, once the policy is bound you will get a confirmation as to whether the payments was or was not processed successfully. If it was not, you can still go to the policy and make the payment separately.

Regardless of which method you choose, you have the peace of mind of knowing that all payment information is stored securely and safely.

Many of our agents have asked for a way for us to save sweep account information. We’re very happy to say that it is now available!

You can call us and we can set up your sweep account, or if you’re set up with manager level access (if you have the ability to add or remove other users in your agency) you can make the change yourself.


1. Click on the User Manager tab.

User Manager

2. Click on the Companies tab.

Companies Tab

3. Scroll down the page and enter the sweep account info and click Submit.

Enter Account Info

From then on any time any of your agency personnel are logged in and click the Make Payment option from Policy Manager, they’ll see a drop down that lets them choose either an ACH payment or a Sweep payment. If they choose Sweep they only need to put in the amount and they’re done!

We’ve Also Made Down Payments Easier!

You no longer have to bind the policy and then make the down payment on an insured-bill policy. Now, just before you bind you can enter the insured’s payment info and the amount of their payment – or, if you have sweep set up, just enter the payment amount!

If the insured elects to pay later*, you’ll get a handy reminder of the minimum due and its due date so the insured can avoid unnecessary cancellation.

We are constantly working to make things easier for our agents. We truly appreciate all you do, and hope you find these changes very helpful.

Log in now to set up your sweep account and start saving time today!


*Renters policies will not offer the pay later option – at least the minimum due must be collected at policy issuance.


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