1. Accident Expense Plus®
eConnections / eSignature
Recurring Credit Card Processing

2. Recurring Credit Card Processing for Accident Expense Plus
Key points regarding online processing or recurring credit card payments
eConnections and Chase online processing screens
New script
Questions
JMS 6/5/2012

3. Key Points
Recurring credit card available for all payment modals effective August 27, 2012
Electronic app process consists of three basic steps:
Select “credit card” as a payment option
Enter in the credit card info (via the chase portal which automatically pops up with the credit card selection)
Validate credit card info
Note that Initial credit card no longer available
JMS 6/5/2012

4. Selecting the Credit Card Option

5. Summary Prior to Credit Card Processing

6. Chase Landing Page
The Chase Landing page will display and the user will see this screen once he is navigated here from eConn web:
The User will input the Credit Card Number on the above screen and click on Continue.

7. Chase Site – Card Account Information
Since this is an external site the name and address are not carried over from e-connections.
Note: User has option for different cardholder from primary insured or different billing address than the one in eConn Web.
Click continue once data entry is complete

8. Chase Site – Summary Screen
Good place to include credit card authorization language noted on the next slide.

9. Updated Script for Recurring Credit Cards
You authorize American General Life Insurance Company to charge your {credit / debit} card ending in (repeat last four digits of credit/debit card number) in the amount of {$XX} on a {monthly, quarterly, semi-annual, annual} basis for premiums due on the insurance policy on (NAME OF PRIMARY INSURED).”
“You will receive an at the time of the charge to your account. The charge appearing on your credit / bank card statement as well as the confirmation will be your receipt of payment. Charges on your credit card statement will appear as AGL*INSPYMT. If the charge is dishonored by your credit / bank card company for any reason, your coverage may lapse for nonpayment of premium and you will be notified by us in order to provide payment.”
“Do you agree?” (MUST get an affirmative “YES”)
JMS 6/5/2012

10. Chase Site – Payment confirmation Screen

11. Confirmation
This is a copy of the that will be sent to the cardholder (payor)

12. Chase Site - Confirmation Screen
The User Clicks on the X shown above on Chase Confirmation Page to return to the eConn Web landing page. Note: may be delayed in some situations. So the user can click the X button once they receive the Confirmation page at CHASE. They don’t have to wait for the .

13. If User Clicks on the Wrong Box . . .

14. . . . There is an EXIT option on the next screen

15. Completing Credit Card Enrollment

16. If Credit Card Enrollment is Not Completed . . .

17. Payment Method Options

18. eSignature
Once transaction is completed, proceed to E-signature process (as usual).
NOTE: No credit card authorization to be signed.

19. Recurring Credit Card on Application
Here is how the Recurring Credit Card will display on the application included with the policy contract.

20. Questions?
If you have any further questions please contact: Or
Mark Wilson

21. Important Information
Policies issued by: American General Life Insurance Company (AGL), 2727-A Allen Parkway, Houston, Texas Accident Expense Plus Policy Form Number The underwriting risks, financial and contractual obligations, and support functions associated with the products issued by AGL are its responsibility. AGL does not solicit business in the state of New York. Policies and riders not available in all states. American General Life Companies, is the marketing name for a group of affiliated domestic life insurers including AGL
Important: prior to soliciting business, be certain that you are appropriately licensed and appointed with the insurer and that the product has been approved for sale by the insurer in that state. If uncertain, contact your American General Life Companies representative for assistance.
FOR PRODUCER USE ONLY. NOT FOR DISSEMINATION TO THE PUBLIC
AGLC106300