Up-front Payments on Payment screen

In Up-front Payments on the Payment screen, you can enter the amount of money collected by the agent. Use this field if the agent collects the down payment or deposit amount when the policy is bound. This field is often useful in personal lines of business. PolicyCenter collects this information for direct bill policies so that the billing system can:

Not send an invoice to the insured because the amount has already been collected by the agent.
Do an agency sweep to collect the payment from the agent. This may be done by directly debiting an account specified by the agent for this purpose.

Note: The BillingCenter integration does not support this functionality.

The Electronic payment enables you to use a payment gateway to retrieve electronic payment options. In the base configuration, the payment gateway is a demonstration-only standalone plugin.

Select a payment instrument to be redirected to the payment gateway. The list of payment instruments is obtained from the billing system.
The amount suggested is the down payment minus the amount already paid. This is the same for Held by Agent, Check and Cash.
This option in the Payment screen uses the PaymentGatewayPlugin. PolicyCenter provides another demonstration-only set of screens in the submission wizard to collect credit card information to process an up-front payment.