1. “CABS” Customer Account Billing System
Module Three: For Our Agents
Welcome! And thank you for taking the time to familiarize yourself with CABS (our Customer Account Billing System).
Module Three: For Our Agents

2. Module Three: For Our Agents
You can access the For Our Agents website at
Enter your User ID and Password to log in
Enter User ID and password
You can access the For Our Agents website at
Enter your User ID and Password to log in

3. Module Three: For Our Agents
Select the Inquiry Tab
To view the CABS billed policy information, or to make a payment, select the inquiry tab.

4. Module Three: For Our Agents
“Billing Inquiry” to View payments made to policies, make a payment or look at invoices and notices
“Agents Past Due” lists CABS billed policies that have not been paid by the due date
Choose “Billing Inquiry” to view the billing history, make a payment or look at the invoices and notices.
Select “View Agent Payments” to look at policy payments.
The “Agent’s Past Due List” allows you to view policies that have not been paid by the due date
“Small Commercial Inquiries” will display the Flex Biz billing information – we’ll discuss that a bit later.
To view Flex Biz policies

5. Module Three: For Our Agents
Policy renewing into CABS on 02/01/2013
JOSEPH SMITH First Avenue
Anytown, WA FO FO
JOSEPH SMITH
Agent # Billing Account #
Policy Number FO
Click here to display
old term billing
information
JOSEPH SMITH
Agent #
Billing Acct#
Policy Number FO
CABS 10 digit account number
Click here to display the CABS account information for the new term
The billing summary page displays the billing account history for the policy, as well as, the10 digit CABS account number. Click on the box that displays the CABS 10 digit account number to see the CABS account information for the renewing term

6. Module Three: For Our Agents
Make a payment using this link
Search using policy
Number or 10
digit CABS account
Number
View billing documents using this link
10 digit CABS account number FO
JOSEPH SMITH
123 First Avenue
Anytown, WA
JOSEPH SMITH
Agent # Billing Account #
Policy Number FO
Click here to display
renewal billing
information
JOSEPH SMITH
Agent #
Billing Acct#
Policy Number FO
This is what you’ll see when you choose the renewing term. The billing information will be displayed under “Account History” -it’s a summary of all account billing activity
Clicking on “Billing Documents” will display all billing invoices and notices.
Choose the “make a payment” link at the top of the page to make a payment using the insured’s banking information or credit/debit card or Agency EFT FO

7. Module Three: For Our Agents
Example of “Make a Payment” screen
Click on “other amount” and enter the payment amount if it is different than the minimum due or remaining balance
Here is what the “make a payment” screen looks like. Contact Agency Interface to set up an Agency EFT (also called Agency Sweep) account. (If you are not set up to pay with Agency Sweep, this option will not be displayed.)
Contact to sign up to use Agency Trust Account. The “Agent Bank Debit option will only display when an Agency EFT (or “sweep” account) has been set up for the agency

8. Module Three: For Our Agents
Flex Biz Policy Information
To view Flex Biz policy information, choose “Small Commercial Inquiry”
To access the Flex Biz policies, choose “Small Commercial Inquiry”

9. Module Three: For Our Agents
Flex Biz Policy Information
View billing account histories
Make payments on customer accounts
View daily reports regarding past due accounts
From here, you are able to view Flex biz billing account histories, make Flex biz payments and view past due Flex biz accounts

10. Module Three: For Our Agents
Flex Biz Policy Information
Search using policy number or 10 digit CABS account number
CFB
Or search using policy number. The effective date is required for search using policy number
Drop down box to view prior year billing documents
SHRITA TEST
509 ENCORE DR.
HANFORD, CA 93230
You can search using either the policy number or the 10 digit account number. If you use the policy number to search, make sure you have the policy’s effective date.

11. Module Three: For Our Agents
Flex Biz Policy Information
Account Summary View:
Account Status
JOSEPH SMITH
Billing Acct#
Policy Number FO
JOSEPH SMITH
Billing Acct #
Policy Number FO
Next installment amount
001234
Next Installment Due Date
On the account summary page, you’ll be able to view the account status, when the next installment is due and how much it will be.

12. Module Three: For Our Agents
Flex Biz Policy Information
From the Account History view:
Payments made
Endorsements
Processed
Renewals
Address changes
Date invoice is mailed and amount of invoice
Checks sent to insured
In addition, the account history will show all billing activity for the account including payments made, renewals, invoices mailed, any endorsements or return premium checks sent to the insured.

13. Module Three: For Our Agents
This report is not generated on weekends or holidays, however agencies will still receive copies of the notices of intent to cancel
Agent Notification of past due policies
Agents’ “Billing Accounts Past Due List” will be generated the day after the due date. The past due policies age off the report in 5 days whether or not they are paid
Reports are viewable via FOA.
THE AGENCY, INC
123 4TH STREET
BOISE ID
Policies will show up on the “Billing Accounts Past Due List” when they remain unpaid one day past their due date.
The past due policies will age off the report in 5 days whether or not they are paid.
This report is not generated on weekends or holidays – however agencies will still receive copies of the notices of intent to cancel. FB

14. Module Three: For Our Agents
Make a payment screen within FOA allows the agent to:
Make a payment on insured’s behalf in CABS with:
Visa or MasterCard
ACH from Insured Bank Account
Agency EFT (Agency Sweep)
Agents must be enrolled in the sweep program to make agency EFT payments. Contact Agency support to enroll:
Agency Support
ext
Enrollment forms are also available via FOA.
When entering a payment from the FOA screens, please don’t click submit more than once. If the screen gets stuck , call Billing Services or Agency Interface for assistance
Payments can be made from the “Make a Payment” screen with Visa, MasterCard, Insured ACH from a bank account and also Agency EFT if there is an Agency EFT account set up.
When entering a payment from the FOA screens, please don’t click on submit more than once. If the screen gets stuck – call Billing Services or Agency Interface for assistance.

15. Module Three: For Our Agents
Any payment uploaded at the agent’s office is immediately applied to insured’s account. This includes:
Visa or MasterCard
ACH from Insured Bank Account
Agency EFT (Agency Sweep)
The payment can be viewed immediately on the Bill Account History accessed via “For our Agents”
Agent sweep installment payments may be made via “For our Agents” and will pull from the agent’s account within 72 hours
QBE will reimburse the agent any fees they incur if the agent makes a sweep on behalf of the insured, but the insured’s check bounces
Payments made by 6pm Central time online or through the VRU will be visible in the account history on the following day. Payments made after 6pm will require an additional 24 hours prior to being visible in the account history
As soon as a payment is made from the agency, it is visible in the account history. If the insured has made the payment on line or through our VRU, it will be visible in the account history on the following day.
Payments on cancelled policies must be called into the billing department or made on-line via the QBE website

16. Module Three: For Our Agents
Automated system (VRU) will be available for all CABS- billed accounts.
The VRU offers access with account number to:
Billing and payment information
Account status
Last payment received
Balance Due
Make a phone payment
Due date
Overnight mailing address
Faxed account history
Our Voice Response Unit is conveniently available to agents and insureds 24 hours per day 7 days per week and offers the following options:
Billing and payment information
Account staus
Last Payment Received
Balance Due
Make a phone payment
Check the due date of a payment
Obtain the overnight mailing address
Request a faxed account history

17. Module Three: For Our Agents
Things to Notice on the Bill:
QBE pay website address included
New Billing Services phone number
Automated payment line available 24/7 (use 10 digit account number and billing zip code)
10 digit account number
New lock-box remit address
Milwaukee, WI
24 hour turn-around including Saturdays.
This is a copy of the CABS invoice. Here’s where you’ll find that 10-digit billing account number I mentioned was so important earlier. This number is key- it’s what the customer needs to make an automated payment by phone or online.

18. Contact Information
Billing Services
(ph)
Billing Services at
Fax
Insured EFT Requests
Or fax
Agency Support
ext
Please contact the Billing Services Department at with questions

19. Invoice

20. Notice of Intent to Cancel

21. Notice of Intent to Cancel

22. Rescission Notice

23. Cancellation Notice

24. EFT Confirmation Letter

25. EFT monthly withdrawal Notice