Billing integration overview

A typical PolicyCenter implementation integrates with a billing system. PolicyCenter has support for communication with any billing system.

PolicyCenter sends the following information to billing systems:

• Billing implications of all policy transactions
• Billing implications of policy changes
• Up-front payments for jobs
• New accounts
• New producers
• Billing implications of final audits

PolicyCenter requests the following information from billing systems:

• Payment plans available at the time that PolicyCenter creates a new policy
• A summary of billing information for a policy that PolicyCenter displays within the PolicyCenter policy file and account file user interfaces
• A preview of billing information that PolicyCenter uses during the submission process
• Availability of agency bill for a producer if the producer has an agency bill plan in the billing system

PolicyCenter also responds to requests from billing systems. For example, the billing system can cancel a PolicyCenter policy due to non-payment. Billing systems submit requests to PolicyCenter through web services that PolicyCenter publishes, which use SOAP APIs.