quick ref guide quotes only 4-8

A divi s i on of M etaBan k ®
and Acc
System
Quick Reference Guide
Table of Contents
Click on the Title or Page Number below to go to that section.
Quoting
Additional Premium Quotes
Customer Service
ePayments
Page 1
Page 3
Page 7
Page 12
PBS Quick Reference Guide - Quotes
PAGE 1
A division of M et aBank ®
Select “New Quote”
from the drop down
menu, or select
”Enter a New Quote”
from the Quick Links
to get started.
Customer Information
If a Social Security
Number is entered,
this box will appear.
Click here to add data
email, or to create custom
Click here to add
addresses - If mailing
address is a PO Box, a
physical address must
be entered.
Enter Routing Number
Select Checking or Savings
Add ACH info here - this
will generate the ACH
Debit Form to print with
Policies | Terms
date as
MM/DD/YYYY
or select date
by clicking on
the calendar.
icon.
Click on magnifying glass to select coverage type or enter code.
Click here to
add new
Carrier or
new General
Agent.
ABC Insurance Company
XYZ General Agency
Click on
magnifying
glass to select
Carrier,
General
Agent, and SL
Broker.
Enter fully earned tax and/or fees
Terms
Customer Information | Policies | Terms
You may
change any
the top half of
the terms
page. Click
RECALCULATE
to make your
changes.
After Saving, Click
on the Memo Icon
to open a new
window to type
and save a new
memo for this
client, or to view
previous memos
for this client.
Click here to see summary
Enter minimum
earned
premium and
commission as
a dollar
amount or a
percentage.
Enter Premium- no tax or fees
Customer Information | Policies |
This Field will
default to “ACH” if
ACH information is
entered, or you can
choose “Coupon” or
“Invoice”.
PAGE 2
Click Save,
then click
Digitally Sign
to submit your
Finance
Agreement
Electronically
to AFS/IBEX
Click here for documents
Select the document and click the yellow box to
Select the document and click “Now” to generate it
PBS Quick Reference Guide - Additional Premium Quotes
A division of M et aBa n k ®
Select “New AP
Quote” from the
Quick Links to
get started
Enter any information
you have in the
click “Search” to bring up
a list of accounts. Click
on the account in the list
that you want to quote.
Click Next to Continue
PAGE 3
PBS Quick Reference Guide - Additional Premium Quotes
If Adding a New
Policy to Loan, then
Enter the new policy
information. If
Adding Additional
Premium to existing
policy, Click on “Add
AP to existing
policies” to open the
pop up Policy List and
select the policy you
want from the list.
Enter effective date as
MM/DD/YYYY
or select date
by clicking on
the calendar.
icon.
Enter minimum earned premium and commission as a
dollar amount or a percentage. Click Save and Next.
PAGE 4
PBS Quick Reference Guide - Additional Premium Quotes
PAGE 5
Click on the drop
down menu to
modify the first
due date.
Click Save
Click on the tabs below to review the Customer Information, Policies and Terms.
(FIG. 7)
Select the “Documents” tab or the to
generate the documents for the customer.
Select Terms or Summary and click
Digitally Sign to electronically
submit your Additional Premium
Finance Agreement to AFS/IBEX..
PBS Quick Reference Guide - Additional Premium Quotes
(FIG. 7)
Click “Now” to generate the document.
Click on the Yellow Bar to open and print your document.
Click the Memo Icon to add internal notes to this policy.
PAGE 6
PBS Quick Reference Guide - Customer Service
A division of M et aBa n k ®
Select “Customer
Service” from the
Quick Links Menu
Enter any information
you have in the corre“Search” to bring up a
list of accounts. Click on
the account that you
want to view. Leave all
“Search” to see a list of
all accounts.
Green Dot - Account Current
Yellow Dot - Account Flatted
Orange Dot - Account Archived
Red Dot - Account Cancelled
PAGE 7
PBS Quick Reference Guide - Customer Service
Click “Edit” and
then click on the
red “Calculator” to
open the “Payoff
Calculator”
window
This is the fee paid to your agency for this loan.
Click “Pay Now” on the
bottom of any screen to
make a payment
PAGE 8
To print the Account
History, Click the down
arrow and then click on
this text box:
Customer Tab
Check Box to email all
notices to the insured
- (Email field must be
completed)
Click “Edit” to
modify
customer
information
PBS Quick Reference Guide - Customer Service
Policies Tab: click on the policy below that you want to view.
(FIG. 7)
Click the “Edit” button to add the Policy Number
PAGE 9
PBS Quick Reference Guide - Customer Service
Click on the Disbursements Tab, then click on the policy below to view the funding
information of the loan.
Click on the Payments Tab to view all accounting activity for this loan.
(FIG. 7)
PAGE 10
PBS Quick Reference Guide - Customer Service
Click on the Documents Tab to show all notices generated on this account.
Click on any notice above to view a PDF or print.
Missing Policy Numbers - Select “Missing Policy Numbers” from the drop down
menu or from the Quick Links Menu to get started - (select “show all quick links”)
Enter the Policy Number(s) and click “Save”
PAGE 11
PBS Quick Reference Guide - e-Payments
PAGE 12
A division of M etaBan k ®
Select “e-Payment Wizard” from the drop down menu or the Quick Links menu to get started.
Select Check or
Credit Card from the
drop down menu
Select “Borrower”
or “Submitted by
Agent” and then
select “Next”
PAGE 13
PBS Quick Reference Guide - e-Payments
Click “Add Account” to
open the Pop Up screen
below and search for your
customer account.
Enter Account Number,
Customer name (or part of
name) and press the “TAB”
key to search for customer
- or click the magnifying
glass for advanced search
options.
Enter Payment amount
Select Payment Type
Click Payment Type to select “Payment” or
“Returned Premium”
Click on “Save” to go to the next screen.
PBS Quick Reference Guide - e-Payments
Click “Add Account” to make a payment on additional accounts.
Click on “Next” when you are finished adding accounts.
If Paying by Check, enter the information in the screen below and click “Next” to
confirm your payment and Finish the transaction.
PAGE 14
PAGE 15
PBS Quick Reference Guide - e-Payments
If Paying by Credit Card, enter the information in the screen below and click
(FIG. 7)
Click “Back” to edit, or click
“Finish” to make the payment
Click to start a “New ePayment” or
“Close” the window