Billing
On-demand resources

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Job Aid: Flex Billing
This job aid provides a "what you need to know" guide to Flex Billing, including self-service options and available payment methods.
Job Aid: Billing Notifications
This job aid reviews the information available on the Billing Notices tab in Agent Center.
Job Aid: Review Billing Account Summary
This job aid reviews the information available in the Billing Account Summary.
Job Aid: Cancel or Suspend FlexChek
This job aid reviews how to cancel or suspend automatic payments.
Job Aid: Change Billing Due Date
This job aid reviews how you can change the customer's billing due date.
Job Aid: Change Billing Frequency/Pay Plan
This job aid reviews how to change the customer's payment plan.
Job Aid: Pay a Bill
This job aid reviews processing a customer's payment.
Job Aid: Review Next Invoice Estimator
This job aid reviews the next invoice estimator feature in the billing system.
Job Aid: Search for a Billing Account
This job aid reviews how to easily search for customer billing account information.
Job Aid: Set up Automatic Payments (FlexChek)
This job aid reviews how to set up automatic payments for your clients.
Video: Set up Billing and Issue Policy in PolicyCenter
Video runtime: 3 min 45 sec

This video walks through the process of setting up billing, issuing a quote, and completing the eSignature process in PolicyCenter. This video is intended for b...
Video: Billing Inquiry in Agent Center
Video runtime: 0 min 27 sec

This video reviews how to access billing details in Agent Center Workspace.
Video: Billing Info in PolicyCenter
Video runtime: 0 min 31 sec

This video reviews the high level billing information available in PolicyCenter.
Job Aid: Administrative Billing Options
This job aid reviews administrative billing options, including commission statements.
Job Aid: Access Billing Statements
This job aid reviews how to access billing statements.