PolicyCenter and BillingCenter integration features

After a PolicyCenter user binds a policy, PolicyCenter sends the billing information for that policy to BillingCenter.

See also

• Billing system and policy transactions that create a new policy period
• Billing system and policy transactions that create midterm changes

For renewals, the timing of the flow of billing information in the renewal cycle from PolicyCenter to Billing Center depends on which renewal flow you choose. PolicyCenter supports the following renewal flows: bind-and-cancel, renewal offers, and confirmed renewals.

See also

• For detailed comparisons of the renewal flows, see Billing implications of renewals or rewrites.

If a policy holder is delinquent with payments, BillingCenter notifies PolicyCenter to begin cancellation for nonpayment.

See also

• Cancellations in the billing system integration

PolicyCenter notifies BillingCenter of new or changed producers or accounts.

See also

• Organizations and producer codes in PolicyCenter and billing system

PolicyCenter and BillingCenter each handle multicurrency accounts and producers differently. The base configurations of both applications provide features that handle these differences in data that the two applications send each other about multicurrency accounts and producers.

See also

• Multicurrency integration between BillingCenter and PolicyCenter

There are parts of the PolicyCenter user interface that optionally open the BillingCenter application in a separate browser window. In the new window, the user can directly view and edit billing information. The technical description is that a PolicyCenter exit point calls an entry point for the other core application.

See also

• PolicyCenter exit points to ClaimCenter and BillingCenter