Agency Billing

Manage the end-to-end agency billing workflow with greater accuracy, automation, and financial control. Bring a unified, streamlined experience across policy lifecycle management, transaction generation, billing, payments, ledger, transaction journals, and collections.

• Set Up Billing
  Enable Billing, assign the required permission sets, and set up features for using billing for insurance policies.
• Policy Lifecycle Processes with Policy Versioning
  Enhance accuracy and reduce data entry throughout the policy lifecycle that includes policy issuance, renewals, endorsements (MTA) and cancellations. Customers benefit from a streamlined process that ensures all changes are accurately recorded, aggregated, and prorated.
• Considerations for Agency Billing
  Here are some important considerations when using Agency Billing with insurance policies.