Premium Payment

This Equinox Procedure is for Agents. Find a complete list here.

This procedure explains how agents can submit premium payments for policies using the Equinox platform. Payments can be made to complete many types of procedures.

Procedural Steps

Step 1: Access the Policy in Equinox

* Log in to the Equinox platform and locate the policy requiring a premium payment.

• Open the policy record to confirm the payment amount and ensure the policy is active.

Step 2: Initiate the Payment Process

* Navigate to the "Policy Actions" menu and select "Submit Payment."

• Review the pre-filled details, including:

 * Policy number
 * Premium amount

* Payment due date

Step 3: Enter Payment Details

* Provide payment information, such as:

 * Credit card details
 * Bank routing and account numbers

• Confirm the payment amount matches the premium due.

Step 4: Submit the Payment

* Complete the payment process by clicking "Submit Payment."

• Ensure the system confirms the payment as successful.

Step 5: Verify Payment Status

* Check the policy record to confirm the payment has been applied.

• Notify the policyholder of the successful payment and provide a receipt if requested.

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