Changing a Customer's Payment Method in the Agent Portal

Using the Agent Portal, you can add, remove, or change a customer's default payment method.

 

To change a payment method:

  • Locate the policy for which you want to change the payment method.
  • From Payments & Billing, tap the “Add new payment method” box
  • Select a checking account or credit/debit card.
  • Input the payment details.
  • Tap Save Payment Method.