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Learn about »ªÌå»á's billing system
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Billing systems training

Presented by »ªÌå»á’s Agency Training & Consulting team

It’s easy to manage billing for your agency and your customers with TAP. Our training provides an overview of the convenient payment methods we offer to meet your customers� needs. It also provides a step-by-step look at accessing billing information and performing billing-related actions in TAP, including how to make a payment on a customer’s behalf, process real time billing endorsements, set daily emails for verification of payments, and more.

 

Billing overview

We offer instructor-led training and on-demand videos so you can choose the learning approach that best fits your needs. 

Instructor-led 

On-demand videos and additional support materials

Sign up to receive intent to cancel/verification of payment emails

 

Related training

TAP training

Learn how to navigate TAP, access quoting activity as well as billing, policy and claims information, and service customers.

Access now

Yes

Related resources

Billing resources

Access information about our payment options, state-specific billing plans, billing FAQs and more.

Access now

Pay online through TAP

Make a one time payment on a customer's behalf. 

The Agency Place

Login to The Agency Place (TAP). 

 

Questions? 

Contact our Agency Training & Consulting team at [email protected] for questions about our available trainings.

Billing systems training

Presented by »ªÌå»á’s Agency Training & Consulting team

It’s easy to manage billing for your agency and your customers with TAP. Our training provides an overview of the convenient payment methods we offer to meet your customers� needs. It also provides a step-by-step look at accessing billing information and performing billing-related actions in TAP, including how to make a payment on a customer’s behalf, process real time billing endorsements, set daily emails for verification of payments, and more.

 

Billing overview

We offer instructor-led training and on-demand videos so you can choose the learning approach that best fits your needs. 

Instructor-led 

On-demand videos and additional support materials

Sign up to receive intent to cancel/verification of payment emails

 

Related training

TAP training

Learn how to navigate TAP, access quoting activity as well as billing, policy and claims information, and service customers.

Access now