Payment Integrations Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency https://www.insuredmine.com/kbcategory/payment-integrations/ Mon, 09 Sep 2024 10:42:27 +0000 en-US hourly 1 https://wordpress.org/?v=7.0 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico Payment Integrations Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency https://www.insuredmine.com/kbcategory/payment-integrations/ 32 32 Stripe Invoicing For the Agencies https://www.insuredmine.com/knowledge-base/stripe-invoicing-for-the-agencies/ Tue, 16 Jul 2024 14:34:21 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=40083 Now, easily access and download Stripe invoices. This latest addition will help agencies simplify financial record-keeping and ensure accurate, organized billing management. Use Case: Simplifies financial record-keeping for insurance agencies. Note: Payments for insurance agencies from InsuredMine will be processed exclusively through Stripe. Though the admin has the ability to view and access generated invoices. […]

The post Stripe Invoicing For the Agencies appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>

Now, easily access and download Stripe invoices. This latest addition will help agencies simplify financial record-keeping and ensure accurate, organized billing management.

Use Case: Simplifies financial record-keeping for insurance agencies.

Note: Payments for insurance agencies from InsuredMine will be processed exclusively through Stripe. Though the admin has the ability to view and access generated invoices. Payment options include monthly, quarterly, bi-annual, and at annual intervals.

To View the Enhancement:

  • Navigate to the profile icon.
  • Then from the drop-down, select ‘Billing.’
  • Then, within the payment history section, under the ‘View Invoice’ tab.
  • Click on the ‘View’ button to see the details of the already completed payment.
  • Click on download invoice and receipt to download the invoice.
Note: Billing will only show for agencies that pay via Stripe only.

The post Stripe Invoicing For the Agencies appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]> Payment Module – Tranzpay Integration https://www.insuredmine.com/knowledge-base/take-payment-module/ Thu, 10 Aug 2023 17:11:08 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=5775 In this article, you will learn: Payment from InsuredMine Agency Portal Payment from Your Agency Website Payment from InsuredMine Client Portal Payment from InsuredMine Mobile App Tracking Payments Tranzpay: Payment Analytics Date Wise Filters in Transaction History Date Filter Data in Tranzpay dashboard We care for your money! So at every step where payment is […]

The post Payment Module – Tranzpay Integration appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>

In this article, you will learn:

We care for your money! So at every step where payment is involved, we have ensured to provide you the most secure and dependable platform. InsuredMine’s payment module is integrated with Tranzpay, which is a secure platform to collect payments. You can now save on the back and forth between different sites for premium collection. The policyholders also have the ease of paying policy premiums in an efficient and viable way.

Follow the steps to learn about the three modes provided by InsuredMine to collect premiums.

  • Agency portal
  • Your Agency Website
  • Client portal
  • Mobile app.  

Payment from InsuredMine Agency Portal

Note: When you select a policy, the amount due gets pre-populated (filled automatically).

4. Your client will receive an email to make payment

  • Client has to click on the “Pay Now” button. 

5. The payment screen will appear

  1. The client will Confirm the policy for which payment needs to be made
  2.  Next, the client will confirm the amount.

Payment from Your Agency Website

You can allow the users to pay through your website. Integrate the payment link in your agency website by creating a payment button. Add the payment link from InsuredMine in your website HTML code snippet for the payment button.

The link redirects to the payment form for processing transactions. The form displays your agency logo, support email id, and phone number along with the payment detail input fields.

To add a payment link, contact the Insuredmine support team. The specimen of the payment form is shared below:

The transaction process after the user fills the form and clicks the “send” button; the same process will be followed the Step 5 to Step 9 as mentioned above in the “Payment from the InsuredMine Agency Portal” segment.

The Admin can only view the payment details in the Payments module through the agency portal’s Admin account login.

The Source field populated as the website under the Recent Transactions segment indicates the payment received from your agency website.

Payment from InsuredMine Client Portal

10. Trigger payment from Client Portal

  • Click on the Payment Module from the left navigation
  • Select the policy number or payment type option
  • Review/Add amount, if not pre-populated.
  • Process payment 
  • Tranzpayment screen will open up, and a similar process from 5-8 will continue.

Payment from InsuredMine Mobile App

11. Trigger payment from dashboard payment box

  • Select the policy number or payment type option
  • Review/Add amount if not pre-populated.
  • Process payment 

12. Tranzpayment screen will open up and a similar process from 5-8 will continue.

Click here to view video demonstrating the payment process in the mobile app

Notes: The agent/Agency needs to subscribe to Tranzpay to activate the payment option in their Agency Portal, Mobile App(Client’s App), and Customer Portal (clients Web Portal)

If you are an InsuredMine Client and want to set up payment processing?

Send us a request now and we will help you get it all set up.- Support@insuredmine.com
Mandatory Fields for taking Tranzpay payment from user:

  • Name
  • Email
  • Address – Address in user profile for billing address at Tranzpay

2. Mobile App/Client Portal: Insured can pay a premium for the policy or any other payment like- Endorsement, etc., by choosing “Other Payment” options in Agent Portal, Client Portal or Mobile App

Enhancements!- Oct 2020

Tracking Payments

If an agent sends a payment request for a client who DOES NOT BELONG to the agent’s account, the tracking for the same payment WILL show in their payment dashboard For example, Payment is requested by Agent A for a client, Brenda, who is written by Agent B; still, the payment tracking will appear in Agent A’s account, helping them maintain the record.

Enhancements!- November 2020

Payment requests can be made by sending text reminders. This text message will have a payment request link.

Enhancements!- November 2020

Tranzpay: Payment Analytics

Payment Analytics will help you to have a complete overview of the payments. This will show the payment graph of the last 30 days. This graph will show the pending and success amount that coordinates with date and amount.

Date Wise Filters in Transaction History

  • Navigate to the select dates from the top right corner of the payment dashboard.
  • Select the days for which you want to view the transaction history about.

The post Payment Module – Tranzpay Integration appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]> Stripe Payment in eSignature https://www.insuredmine.com/knowledge-base/stripe-payment-in-esignature/ Mon, 07 Aug 2023 12:29:52 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=30712 Description: We can now send the payment request to the client via eSignature for any documents. Navigation – Navigate to the settings Click on the stripe payment to enter your stripe key and save it. Then Navigate to the eSignature module Add a document for eSignature In the add field page you will get an […]

The post Stripe Payment in eSignature appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>

Description: We can now send the payment request to the client via eSignature for any documents.

Navigation – 

  • Navigate to the settings
  • Click on the stripe payment to enter your stripe key and save it.
/"/"
/"/"
  • Then Navigate to the eSignature module
  • Add a document for eSignature
  • In the add field page you will get an option to add stripe
  • Add stripe field and enter the amount
  • Then Send for eSignature to the signers
/"/"
/"/"

Note: We can add stripe field only once per each signer

  • Once the document has been sent for eSignature, The signers will have to sign and click on continue
  • Once the signer will click next they will be redirected to the payment page.
  • Once the signer will complete the payment then the document will be signed and completed.
/"/"
/"/"
  • After completing the document the agent will be able to see the details of the payment in the timeline.
/"/"

The post Stripe Payment in eSignature appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>