Payments Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

Stripe Invoicing For the Agencies

Avinash Barik — Tue, 16 Jul 2024 14:34:21 +0000

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.

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Payment Module – Tranzpay Integration

InsuredMine — Thu, 10 Aug 2023 17:11:08 +0000

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

The client will Confirm the policy for which payment needs to be made
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

Arshad Hussain — Mon, 07 Aug 2023 12:29:52 +0000

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.

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Payment Dashboard

InsuredMine — Tue, 19 May 2020 04:42:49 +0000

In this article, you will learn:

The payment dashboard can be viewed by clicking the Payments option on the left navigation panel of the agency portal.

Note: If it is not available then check how to add or remove modules from the left panel.

It furnishes the entire transaction details of the agency in an illustrated view. Driven by analytics and key indicators it helps to keep track of the premium payment due and received from the policyholders.

There are 4 main sections in the Payment Dashboard

Payment report (overview): This indicator shows the number of payments requested, completed and pending. When a transaction takes place this header gets updates reflecting the real-time status of payments and transactions.
Request Payment Button: This is the main gateway to request payment from policyholders. A simple and user-friendly interface makes it easy for you to request and for the user to pay. More information about taking payment can be obtained by clicking here.
Recent Transaction Widget: The transactions made recently are visible at the top. You can click on the Transaction History button to view the complete list of the transactions done to date. When a transaction is successfully completed, it shows as the first transaction in this segment. The contact name listed in orange is tied to the Account 360 profile of the client.
Transaction Overview chart: It presents a quick indication of the number of users who have paid the premium, also the percentage of premiums that are still pending and due to be recovered.

Are you 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

Enhancement! June 2020

Payment Report (Overview) Data – Clickable

Actionable insights help monitor the volume of transactions in the Payments Dashboard. The three elements of Requested, Pending and Completed in the Payment Overview segment are clickable now.

To view the details of Payments Overview, follow these steps:

Navigate to Payments overview segment in Payments module.
Select the category you want to review.
The detailed list for the transaction category selected above pops up. The image shown below displays the Completed User Details screen, reflecting the list of customers who have paid:

Add Notes and Files

To add notes and files, follow these steps

Navigate to Request Payments from Payments module or click on Request Payment from Quick Add icon
In the Request Payment Screen, you can add notes and files. The arrows marked sections indicate notes and files fields in the image below.

Click on the Request Payment button at the bottom of the screen to send payment request to the user. The user will receive an email notification with notes mentioned in the message and file attached as shown below:

The transaction history will give you the entire details of payment.

Enhancement! August 2020

Pending Payment Automation

Pending payment automation allows you to automatically send out email notifications for receiving payments in a seamless and secure way. On the Payments module, you can easily navigate to Settings by clicking on the gear icon to the upper right corner. Set a trigger reminder by selecting Yes under the Start reminder field and enter the number of days for sending payment notification after the initial payment request email has been sent. Click Update to activate the setting.

Trigger is set on the basis of the Request payment email sent date. For example, you have requested payment on August 15th and you set trigger for after 5 days, the automated email for pending payment will be sent out on August 20th.

Use case: Suppose you have sent an email notification to the client for payment due, but he hasn’t paid yet. In this case, an automated reminder will be triggered after the number of specified days for intimation of payment due.

It is a one time reminder at the moment!

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