Agents will soon be able to make payments and manage AutoPay for customers right within SFM Agency Manager (SAM). Also, we are enhancing the billing information you can see within SAM.

The upgrades are expected to roll out later this spring.

AutoPay setup and management

Soon, you will no longer need to go to another site outside of SAM to make a payment on behalf of a customer.

Within the Policies section of SAM, on the “Billing Summary” page of any policy, you will be able to:

• Make a one-time payment
• Set up AutoPay
• Change the AutoPay payment method
• Change the AutoPay email notification recipient
• Cancel AutoPay

You’ll still be able to set up AutoPay right away during the binding process.

Enhanced billing information

You will also see additional information on the Billing Summary page to help you better answer customers’ questions about their SFM bills.

On the Billing Summary page, you will soon be able to find:

• A downloadable installment schedule
• Current invoices and their payment status
• Payment details, such as date paid and payment method
• Return fund amounts

SAM admin change: Unique email addresses required for new users

Lastly, we recently made an update to SAM that requires users for the same agency to have different email addresses.

SAM administrators can no longer create a new user if another user is already assigned the same email address for the same agency.

We added this requirement to prevent admins from accidentally creating duplicate accounts, and in preparation to allow users to log in with their email addresses later this year.

If you have any questions about this change, please contact us.

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