December 19, 2022
Agents can now set up AutoPay and one-time payments at binding
You can now set up AutoPay and one-time payments for your customers while binding new business in SAM.
Quick tips:
- To set up payments, you’ll need to have your customers’ financial account information on hand when you bind.
- We accept credit cards for accounts under $10,000 in premium.
- For AutoPay, we require that you keep a consent form signed by the policyholder on file at your agency. You do not need to return this form to SFM.
- Your customer will be able to manage AutoPay after binding by creating an account at sfmic.com/pay.
- Adding payments is optional. You’ll still be able to continue through the binding process without adding payment information.
To change or cancel AutoPay, you will still need to contact SFM’s billing department, or have your policyholder create an account at sfmic.com/pay. We plan to add this ability to SAM in the future.
We’re adding this new feature in response to agent feedback. We hope it will streamline the process of setting up AutoPay for new customers for you and your agency.
