Simply easier payments reviews

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JenesisNow &#; Simply Easier Payments (SEP)

Have you been wondering how to integrate and make the best use of SimplyEasier Payments in combination with JenesisNow?

Well, Jenesis insurance software for agents now has an SEP integration feature you MUST know about! This affordable insurance agency management system from jenesissoftware.com is your dream come true!

This video tutorial teaches you how to setup and use Simply Easier Payments, which will allow you to process credit card payments with SimplyEasier Payments efficiently.

JenesisNow &#; Simply Easier Payments (SEP)

To Integrate SEP:
Beginning at the JenesisNow main screen, from the vertical menubar on the left, select Agency and All Locations. From the list of agency locations, select the location for which you’d like to turn on SEP.

Inside the Edit Agency Location screen, notice the box entitled Integrated Accounts.

To add a new SEP account, click the plus sign in the box header to the right of “Integrated Accounts”. You’ll receive a pop-up prompt to enter the username and password to your SimplyEasier Payment Account.

Once completed, the account information is added automatically added in the SEP tab of the Integrated Accounts box. Ensure the checkbox is selected to add SimplyEasier Payments as the default option.

To Use SEP:
From the Dashboard (JenesisNow Main Screen), select a client and a policy. From within the Client Policy View, click the plus sign in the box labeled Receipts. When creating a new receipt in this example, the Payment To drop-down should reflect your agency and the payment is a Credit Card to Agency. Once you complete the Amount Due and Amount Tendered, the blue “Online Credit Card” button becomes available.

After the “Online Card to Agency” is selected, you’ll receive a pop-up prompting you to choose a SimplyEasier Payments account. It may also request you select a default options. Selecting Continue will open up a new SimplyEasier Payments window where your Client’s information should be autofilled at the top. Fill in the payment and fee values and then enter the credit card and billing information before clicking the Next button at the bottom.

When you receive a confirmation number for the processed payment, copy and paste that in the “Check/Confirmation No” space in the Receipt window in JenesisNow. Select the green Save button in the bottom right. From here, receipts may be emailed or printed, by selecting the desired option’s green button.

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Feel free to contact us with any questions …
• Email [email protected]
• Chat with us at www.JenesisSoftware.com
• Call Option 1

Ready for More? Check out the Video on using the Custom Receipt feature of JenesisNow here: https://www.youtube.com/watch?v=PRp1I&#;

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Sours: https://www.jenesissoftware.com//01/jenesisnow-simply-easier-paymentssep/

Have you been wondering how to use SimplyEasier Payments in JenesisClassic?

Have you been wondering how to integrate and make the best use of SimplyEasier Payments in combination with JenesisClassic?

Well, Jenesis insurance software for agents now has an SEP integration feature you MUST know about! This affordable insurance agency management system from jenesissoftware.com is your dream come true!

This video tutorial teaches you how to setup and use Simply Easier Payments, which will allow you to process credit card payments with SimplyEasier Payments efficiently.

JenesisClassic &#; Simply Easier Payments (SEP)

To setup SimplyEasier Payments:
Once you complete the sign up process with SimplyEasier Payments, you’ll receive a key. Call Jenesis for technical assistance where we can turn on the SimplyEasier Payments feature for you.

To enter the SimplyEasier Payment’s key code provided to you upon registration, begin at the Dashboard. Select Ctrl+W to bring up your J-Links. From the J-Links set up tab, fill in SEP beneath Company, leave the spaces for User and Agency Code blank, copy the key provided by SimplyEasier Payments as your username, make up a password, and fill in the SimplyEasier Payments web address. Select Close.

To use SimplyEasier Payments to process payments, Navigate into a client policy to process a payment. Select the button at the bottom of the policy screen for “New Receipt”.

The receipt window will pop-up where you’ll select the Credit/Debit Card to Agency option in the Payment Method box.

Beneath Payment Type, select New Business. In this example, the Total Due box shows $ When you click in the Amount Tendered box, the Online Credit Card button becomes available.

Upon clicking that button, you’ll be directed to SimplyEasier’s site where you’ll enter fees and agree to their terms and conditions. Enter the customer’s credit card information, billing address, and phone number, and method of receipt.

We suggest to offer to text or email the client the agency receipt, as well. You can always complete an agency receipt without printing.

 

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Sours: https://www.jenesissoftware.com/faqs/have-you-been-wondering-how-to-use-simplyeasier-payments-in-jenesisclassic/
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Simply Easier Payments: Simplifying Payment Processing in Insurance

Simply Easier Payments’ Hub2Pay allows the insurance providers to process payments in a way that they can connect directly with the customers


As payments remain the most common single point of contact with the insured, it’s crucial for the insurance providers to connect with them while processing the payment. To ensure the same, Simply Easier Payments brings Hub2Pay, an application designed to allow the insurance providers to process payments in a way that they can connect directly with the customers. In numerous cases, the insurance carriers allow their customers to pay directly through online mediums creating a gap between the insured and the insurance agency. The Hub2Pay platform allows the customers to process the payment directly through the insurance provider’s website as opposed to the carrier website. The payable amount, however, gets transferred to the carrier, following a procedure adhering to the aspects of compliance, ease of use, low-cost processing, and agency branding.

The company studies the detailed report of its clients’ payment history, analyzing through the volume of payments processed, product lines, and their average payment size. After gathering a profound insight into their payment structure, the company works closely with the clients’ IT staff to integrate and simplify their back-office systems. Simply Easier Payments provides the clients’ IT departments with a statement of specifications provided by the carrier to help the carrier integrate effortlessly with the client’s current software. The company follows a standard approach of emulsifying with the clients’ environment to gather a more comprehensive viewpoint on their requisites. “While we develop a good idea of the current management system being used by our clients, we strive to make a modification scenario to make that system simpler, easier, and faster,” adds Williams.

Backed by the unparalleled expertise of professionals specializing in software and insurance, Simply Easier Payments is planning to expand its services to office systems, agency management, and insurance management software platforms. Commenting on the company’s future innovation endeavors, Willams says, “We are looking forward to streamline seamless integrations of insurance software by working on enabling future technologies such as chatbots in insurance.”

Sours: https://insurtech.cioapplications.com/vendor/simply-easier-payments-simplifying-payment-processing-in-insurance-cidmidhtml

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