The payment source that an insured can login to their account to view amount due and make a payments.

When staging a payment for an insured you must enter this number into automated system in order for it to bring up the customers payment information.

If an insured has a home and auto under the same 16 digit customer number but only wants to make a payment on the auto you would direct the insured to target this.

Insured's can call in regarding issues with their MHP account such as they cannot login. After troubleshooting and they are still not able to access their MHP account your next step would be to submit this.

If I need to submit a ticket to fin ops my first action in EFO would be to do this.

If insured wants to have equal monthly payments withdrawn directly out of a checking or savings account to avoid invoice fees and pick their draft date 1-28th.

If an insured wants their payment to post the following business day they will need to make the payment by this time.

Referencing policy number H159411. If insured made a payment on 3/28/20 for the amount of $72 the payment would be considered this.

If an insured requests to move money from a cancelled policy to a rewritten policy.

The second and third steps for creating a fin ops ticket are this.

Some insured's prefer to call in their payments and make over the automated system.

On MHP insured's have the option to save a payment source, such as a credit card or debit card, this is the name of that option.

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Referencing customer number 210881046800100. If this insured made a payment of $1200 on this full account this will be the next amount and due date.

A hold should not be initiated to provide additional time for the customer to make a payment unless one of these two exceptions are made.

If I wanted to submit a back office request to create a billing breakdown after selecting add the text I would want index the ticket as this request type.

This is the screen that you would go to in Billing Center to stop a draft if a policy is on EFT?

If a payment edit or cancel button is not available you will need to take this action in order to request a refund for the insured.

If a policy is not up to date or in cancellation status, Payments will apply to these two charges first before premium.

If an agent reports a payment and provides check number or confirmation number we can place this trouble ticket in Billing Center.

Creating tickets in EFO that need to go to technology you would select this option after adding a task.

When an insured mails a payment the payment source will show one of these two payment sources.

When processing payments for an insured from their "wallet" you want to include these 3 important pieces of information in your PUUC Note

The payment allocation for the payment that posted on customer number 151239207800100 on 11/27/19.

This is the tab in EFO that you can locate Fin ops, Incident, and Edge Back Office requests. Also please include the letters of the ticket that distinguish the ticket type.

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When creating a ticket to Fin ops to change a policy to or from mortgagee bill you would want to select this document type and request type.