Embedded Files
To service the policy find it on the policy menu under "Policy Lookup"
7 Search fields:
- Name
- Policy Number
- Email Address
- Street Address
- DL#
- Cancellation Date
- Expiration Dates
The "Search" button with no information on the search field will yield access to the entire policy database.
The search will find 2 types of policies either Pronto Texas Personal Insurance policy number looks like this: "PR-0000000000-00" Or Pronto Flex "FX-0000000000-00". Depending on type of access Producer will access and service each.
Once the policy is found a payment may be taken selecting the "Make Payment" option.
Select one of the multiple options to process a payment, in case of the use of a Bank Card the information is entered on the same system.
- Cash
- Money Order
- eCheck
- Split (cash & CC/DC)
- Debit Card
- Credit Card
Last step: Print receipt and issue to the customer reminding them of the next Cancellation date.
Select one of the multiple options to process a payment, in case of the use of a Bank Card the information is entered on the same system.
- Cash
- Money Order
- eCheck
- Split (cash & CC/DC)
- Debit Card
- Credit Card
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