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

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Insurance House Financial Services Insurance House Financial Services Make a Payment and Account Management Make a Payment and Account Management Instructions Instructions 1 Instructions Instructions for Premium Finance Account Holders for Premium Finance Account Holders

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Page 1: Finance Pro Training Presentation for Insureds.pptx [Read ......Title: Microsoft PowerPoint - Finance Pro Training Presentation for Insureds.pptx [Read-Only] Author: cfountain Created

Insurance House Financial ServicesInsurance House Financial Services

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

InstructionsInstructions

1

InstructionsInstructions

for Premium Finance Account Holdersfor Premium Finance Account Holders

Page 2: Finance Pro Training Presentation for Insureds.pptx [Read ......Title: Microsoft PowerPoint - Finance Pro Training Presentation for Insureds.pptx [Read-Only] Author: cfountain Created

LoginLogin

To login to Insurance House Financial Services,

please visit:

http://www.insurancehouse.com

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http://www.insurancehouse.com

Page 3: Finance Pro Training Presentation for Insureds.pptx [Read ......Title: Microsoft PowerPoint - Finance Pro Training Presentation for Insureds.pptx [Read-Only] Author: cfountain Created

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

Page 4: Finance Pro Training Presentation for Insureds.pptx [Read ......Title: Microsoft PowerPoint - Finance Pro Training Presentation for Insureds.pptx [Read-Only] Author: cfountain Created

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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Page 5: Finance Pro Training Presentation for Insureds.pptx [Read ......Title: Microsoft PowerPoint - Finance Pro Training Presentation for Insureds.pptx [Read-Only] Author: cfountain Created

Account SetupAccount Setup

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Click on Register Now to begin account setup

Page 6: Finance Pro Training Presentation for Insureds.pptx [Read ......Title: Microsoft PowerPoint - Finance Pro Training Presentation for Insureds.pptx [Read-Only] Author: cfountain Created

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

Page 7: Finance Pro Training Presentation for Insureds.pptx [Read ......Title: Microsoft PowerPoint - Finance Pro Training Presentation for Insureds.pptx [Read-Only] Author: cfountain Created

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

Page 8: Finance Pro Training Presentation for Insureds.pptx [Read ......Title: Microsoft PowerPoint - Finance Pro Training Presentation for Insureds.pptx [Read-Only] Author: cfountain Created

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

Page 9: Finance Pro Training Presentation for Insureds.pptx [Read ......Title: Microsoft PowerPoint - Finance Pro Training Presentation for Insureds.pptx [Read-Only] Author: cfountain Created

Make A PaymentMake A Payment

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If this payment information is correct, click Next

Page 10: Finance Pro Training Presentation for Insureds.pptx [Read ......Title: Microsoft PowerPoint - Finance Pro Training Presentation for Insureds.pptx [Read-Only] Author: cfountain Created

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

Page 11: Finance Pro Training Presentation for Insureds.pptx [Read ......Title: Microsoft PowerPoint - Finance Pro Training Presentation for Insureds.pptx [Read-Only] Author: cfountain Created

Account DetailAccount DetailOther available screens include Account Detail

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Page 12: Finance Pro Training Presentation for Insureds.pptx [Read ......Title: Microsoft PowerPoint - Finance Pro Training Presentation for Insureds.pptx [Read-Only] Author: cfountain Created

Policies / EndorsementsPolicies / EndorsementsOther available screens include Policies and Endorsements

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Page 13: Finance Pro Training Presentation for Insureds.pptx [Read ......Title: Microsoft PowerPoint - Finance Pro Training Presentation for Insureds.pptx [Read-Only] Author: cfountain Created

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

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Page 14: Finance Pro Training Presentation for Insureds.pptx [Read ......Title: Microsoft PowerPoint - Finance Pro Training Presentation for Insureds.pptx [Read-Only] Author: cfountain Created

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.

Page 15: Finance Pro Training Presentation for Insureds.pptx [Read ......Title: Microsoft PowerPoint - Finance Pro Training Presentation for Insureds.pptx [Read-Only] Author: cfountain Created

Need More InformationNeed More Information

Contact our customer service

with any questions at

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1-800-282-7024

Page 16: Finance Pro Training Presentation for Insureds.pptx [Read ......Title: Microsoft PowerPoint - Finance Pro Training Presentation for Insureds.pptx [Read-Only] Author: cfountain Created

Thank YouThank You

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Thank YouThank You