Premium Refunds

InsurePay® Premium Refunds

InsurePay® Premium Refunds is a turn-key refund credit portal that alleviates the manual process of refunding paper checks. With InsurePay® Premium Refunds, payments are made on time, every time – without concern about lost checks or missing statements.

customer
Customer contacts RM to request a refund.
email
RM emails customer link to credit portal where they enter DDA/Routing details.
refund
Refund request is placed in queue for broker to request funds from carrier.
email notification
Once funds are received from carrier, email notifications go to RM and manager for approval.
2 factor
Two-factor approval process to validate refund request.
ach

With approval, customer received refund via ACH transaction.

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