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Agent Resource Center

Billing and Payments

Billing and Payments

Have questions about finance agreements or how policyholders can make payments? Find helpful information about billing, payments, and fees right here.

How can I update my agency's W-9 or ACH banking information?

Who is responsible for issuing refunds to a policyholder?

What payment methods are accepted?

Where can wholesalers locate a copy of the payment agreement for their records?

Does Cover Whale accept ACH payments?

What are Cover Whale's down payment requirements?

Instant Bind via DocuSign isn't working. How can I get a same-day binder?

Can agents use their own premium finance company?

Commissions

What is the status of my Return Premium? When will I get my refund?

I'm a Smart Choice Agent, how do I get my commissions?

How and when are commissions paid?

Fees

What is the telemetry data-sharing underwriting fee?

Taxes

Who does the surplus line tax filing?

Premium Finance Companies

How can I get access to a premium finance company's portal?

I have questions about a finance agreement from FIRST Insurance Funding. Who should I contact?

How are down payments made?

FIRST Insurance Funding is the insured's premium finance company, what happens now?

How do I use instant bind with FIRST Insurance Funding?

Who is responsible for sending the Premium Finance Agreement (PFA) to the finance company?

What premium finance companies does Cover Whale work with?

The Premium Finance Agreement (PFA) has been submitted; can the policy be reinstated?

Do we have the option to request which payment plan and down payment percentage we desire for the policyholder?

Honor Capital is the insured's Premium Finance Company. How do they make their down payment?

When will the premium be paid by the Premium Finance Company?

How does my agency manage Honor Capital loans?

What is the Advantage 10/10 renewal premium financing program

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