Billing flow for existing-period jobs

The following series of actions and messaging occur for the applications when you quote a policy for job types issuance (not submission), policy change, cancellation, and reinstatement.

PolicyCenter

Messaging

Billing system

  • User quotes in PolicyCenter
  • User advances to Payment screen.

    This step applies to most jobs, but not Cancellation.

    A payment through the payment gateway can also be made for changes and other transactions.

  • User binds policy.
  • PolicyCenter sends message to update the policy and/or policy period in the billing system. In the same message, PolicyCenter sends billing charges related to that job.
  • Billing system actually processes and applies new charges.