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How can I submit my first payment?

Details on binder payments through AgentExpress

Amanda Martinson avatar
Written by Amanda Martinson
Updated over 5 years ago

Ensuring your customers policies are effectuated in a timely manner is an important part of making sure your customers are taken care of. The following steps can be used to accomplish this important task:

1.) Assuming this is for a consumer you've enrolled through our system, begin by searching for your applicant using the search bar at the top right of the screen.

2.) Next you will select you customer from the search results.

3.) Once you have clicked on your customer's name you will be taken to the Contact Details page where you can click on MORE DETAILS found on right side of the screen just below the plan information.

4.) After you've clicked on MORE DETAILS you will be taken to the Enrollment Management page from there you are able to select MAKE A PAYMENT.

Please note, not all issuers have this functionality available. If the issuer has not made marketplace redirect payment available, you will see a message indicating the this and the payment will need to be submitted directly to the issuer.

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