Nov 09, 2023
Now, you can set up Autopay for your clients directly from your Client List. It will also be easier to complete a one-time payment on behalf of your clients directly from your Client List. See the amounts due, choose the amount and payment type, and share payment confirmations.
What does this mean for you and your clients:
- Effortless Payments: No more manual payments. Autopay ensures your clients never miss a payment, keeping their coverage seamless.
- Payment Flexibility: You can choose the payment amount and type to suit your client's needs.
- Easy Confirmation: Access and share payment confirmations effortlessly, giving your clients peace of mind.
- Time-Saving: Streamline your operations from your Client List with less keying of information to set up payments.
- Specialty: Autopay is also available for stand-alone dental and vision plans
To get started with Autopay, log in to your Broker Connection account to see the new Autopay setup options in your client list.
Blue Shield of CA's Broker Services team is just a click away if you have questions or need assistance. Look for the "Let's chat" tab on the lower right of any page on Broker Connection to chat with a live agent.
