finance pro training presentation for insureds.pptx [read ......title: microsoft powerpoint -...

Insurance House Financial ServicesInsurance House Financial Services

Make a Payment and Account Management Make a Payment and Account Management

InstructionsInstructions

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InstructionsInstructions

for Premium Finance Account Holdersfor Premium Finance Account Holders

LoginLogin

To login to Insurance House Financial Services,

please visit:

http://www.insurancehouse.com

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http://www.insurancehouse.com

LoginLogin

Agents must contact the customer service line to activate their agent account

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Insureds can setup their account on their own

LoginLogin

Enter Username and Password to login. Agents just need to enter their Username and password to access the system. Both of these will be provided once the account is set up.

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Account SetupAccount Setup

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Click on Register Now to begin account setup

Account SetupAccount Setup

Enter 5 digit Account Number associated to policy and zip code on policy

Click Next to continue

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Click Next to continue

Account SetupAccount Setup

Set up a User Name and Password. The password must be at least 8 characters in length and contain at least 1 numeric character, at least 1 UPPER case character, at least 1 lower case character, and at least 1 special character (-_&=!%{}/*$+?)

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special character (-_&=!%{}/*$+?)

Click Submit to continue

View AccountView Account

Here, insureds have access to account detail including

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account detail including agent, insured, and payment information

Make a payment by clicking Make a Payment

Make A PaymentMake A Payment

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If this payment information is correct, click Next

Make A PaymentMake A Payment

Enter the required card information here.

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card information here. IHFS only accounts: MasterCard and VISA.

When finished, click Submit

Account DetailAccount DetailOther available screens include Account Detail

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Policies / EndorsementsPolicies / EndorsementsOther available screens include Policies and Endorsements

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Payment Schedule & HistoryPayment Schedule & HistoryOther available screens include Payment Schedule & History

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What happens next?What happens next?

If you enter your email address upon

making a payment OR have your

email address set up in your

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email address set up in your

payment profile, a confirmation

email will be sent to you.

Need More InformationNeed More Information

Contact our customer service

with any questions at

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1-800-282-7024

Thank YouThank You

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Thank YouThank You