Agents can now make payments and manage AutoPay for customers right within SFM Agency Manager (SAM). Also, we have enhanced the billing information agents can see within SAM.

The upgrades rolled out this spring.

AutoPay management and payments

You no longer need to leave SAM to make a payment on behalf of a customer.

Within the Policies section of SAM, on the “Billing Summary” page of any policy, you will be able to:

• Make a one-time payment
• Set up AutoPay
• Change the AutoPay payment method
• Change the AutoPay email notification recipient
• Cancel AutoPay

You are still able to set up AutoPay right away during the binding process.

Enhanced billing information

You also have access to additional information on the Billing Summary page to help you better answer customers’ questions about their SFM bills.

On the Billing Summary page, you can find:

• A downloadable installment schedule
• Current invoices and their payment status
• Payment details, such as date paid and payment method
• Return fund amounts

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