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Client Payment Processing for Agency Bill Policies

September 23, 2014
aostermann

This video outlines the process of taking a client payment on an Agency Bill policy for a single invoice, multiple invoices, or Agency Bill items without an outstanding invoice.

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Tagged Agency Bill, Cash, Invoice, Policy Tasks, Receivables

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  • Agency Systems
    • 715 North Main Street
      Bryan, TX 77803

  • Sales
    • 800-990-1983
    • sales@agencysystems.com
  • Why Us?
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April Newton News

Are you getting the most from your Newton Download? Download Alerts allow you to stay informed of policy changes sent directly to the carrier by the insured with minimum setup […]

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March Newton News

Are you ready to “spring” forward? It’s a good time of the year to clean up workflows and make sure valuable client information is being entered into Newton! Standardize workflows […]

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