Billing and Payments
Have questions about finance agreements or how policyholders can make payments? Find helpful information about billing, payments, and fees right here.
- 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?
- 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?
- How can I update my agency's W-9 or ACH banking information?
- New Requirement: Down Payments on Premium-Bearing Endorsements
Commissions
Fees
Taxes
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?
- 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 15/10 renewal premium financing program
- Can a policyholder pay in full for a policy?