Program Due Date

What You'll Learn

  • What is the program Due Date feature?

  • Instructions on how to edit the due date

  • What your customers will see

What is the Program Due Date?

The due date set up on the program is the date that will show to the insured on the automated payment request emails.

We encourage agents to set this date at least 5-7 days before the effective date of the customer's coverage to avoid funding issues to the carrier or MGA and to factor in payment processing time if the customer chooses to pay via ACH or wire (3-5 business day standard processing timeframes).

The due date is automatically set to the quote's effective date. If the program has multiple quotes, the due date will default to the earliest effective date of all quotes.

When the due date has passed, and the payment has not yet been initiated by the insured, the due date will turn from purple (as shown above) to red (as shown below):

If the due date passes without the customer making payment, the payment link will not be affected; they will still be able to make payment.

Step by Step Instructions

To edit the due date, click on the pencil icon next to the date listed and select the desired due date of the payment or downpayment.

Contact Us

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