Working with accounts from the billing system

In PolicyCenter, the Account > Billing screen displays account fields maintained by the billing system. For each account, you can view this page by clicking Billing in the left sidebar. This screen contains the following information:

• Billing Account – Displays the billing account. You can also display billing subaccounts of the current account. Use the drop-down list to select a subaccount and view the details of that account.
• Account Balances – Displays Billed Outstanding, Unbilled, and Unapplied Funds.
• Collateral – An additional asset or amount that may be required of an insured to secure coverage for a new or renewed policy. The insured can satisfy the collateral requirement with either cash, letters of credit (LOC), or a combination of both.
• Primary Payer – Displays the Name, Address, and Phone of the primary payer.

In the default configuration, PolicyCenter does not have a screen for specifying a billing subaccount. Billing subaccounts are retrieved from a billing system. In the default configuration, the StandAloneBillingSystemPlugin simulates retrieving billing subaccounts from a billing system. The large sample data set has examples of billing subaccounts.

The View In BillingCenter link enables you to view billing account details in BillingCenter. If you are logged into BillingCenter, the link jumps directly to the account. Otherwise, you go to a login screen. After logging in, BillingCenter displays the account. If you are in a multicurrency system, the link jumps to the primary affiliated account in BillingCenter.

In BillingCenter, you can view billing details. If you have sufficient permissions, you can start a delinquency or log a trouble ticket.