Open topic with navigation

Make an Online Payment

Use the Make an Online Payment page to pay some or all of your Vertafore statement balance online via electronic bank transfer (ACH).

Use the following steps:

Getting Started

1. In the AgencyEDGE navigation bar, click the Administration link. The Administration page will open.
2. In the Billing Management group, click the Make an Online Payment link. The Make an Online Payment page will open.

Review Statement and Account Balances

1. In the Last Statement Information section, review the Last Statement Date, Amount Due, and Due Date information. To avoid late fees, pay the full Amount Due before the Due Date.
2. Review the amount displaying in the Account Balance section. The amount includes unpaid statement balances in addition to fees or adjustments since the Last Statement Date.

Remit a Payment

1. In the Payment Information section, enter the amount of your payment in the Payment Amount field.
2. Once you have entered the amount you wish to pay, click the Continue button to proceed.
3. Review and confirm the payment amount in the Payment Details section. If you need to adjust the payment amount, click the Administration link and start over; do not click the browser Back button.
4. In the ACH Information section, from the Account Type dropdown menu, select the bank account type from which you want to draw funds for payment by electronic check.
5. In the Routing Number field, enter your bank routing number. (This is the number to the left of your account number along the bottom of your check.)
6. In the Account Number field, enter the account number of the account type you selected in the Account Type field.
7. In the Check Number field, enter a check or draft number.
8. If you selected Corporate Checking from the Account Type dropdown menu, in the Driver's License Number field, you may enter your company's Federal Employer Identification Number (FEIN) instead of a driver's license number.
9. If you selected Corporate Checking from the Account Type dropdown menu, in the Company Tax ID field, enter your company's Federal Employer Identification Number (FEIN).
10. Click to checkmark the Authorize checkbox to indicate that you authorize the transfer of funds from your financial institution in the amount displaying in the Payment Amount field to pay for this transaction.
11. In the Billing Information section at the bottom of the page, enter information just as it appears on your bank statements. (Required fields are marked with an asterisk.) Enter the following:

• First Name
• Last Name
• Company
• Street Address 1
• Street Address 2
• City
• State (2-character state code)
• Postal Code (5-digit ZIP code
• Country
• Phone Number (10-digits, including area code)
• Email Address

12. Click the Submit button once to remit the payment. After your payment is processed, the payment confirmation page will open.

View Payment Confirmation

1. On the confirmation page, review the Agency Information section for information about your account.
2. Review the Payment Information section for information about the payment that was just made.
3. If desired, to print a copy of this confirmation page for your records click the Print link.
4. When you are finished, click the Administration link in the navigation bar or the breadcrumbs to exit.

Payment information is secured by Cybersource, a trusted e-commerce payment services provider that has been in business since 1994. Bank account information is not stored in AgencyEDGE.

Vertafore requires customers to pay the full amount of an invoice in one payment. However, the system will not allow users to make a single payment of more than $20,000. Thus if your invoice total is greater than $20,000, discontinue use of the Make an Online Payment service and remit your payment to Vertafore offline. For more information or assistance, contact your Vertafore representative.

You may enter your company's Federal Employer Identification Number (FEIN) in the Driver's License Number field.

Fee-based services in AgencyEDGE are locked if the amount displaying in the Account Balance section is $2,000 or more, and you have not set up an account guarantee. To unlock fee-based services, remit an online payment to reduce the Account Balance to an amount less than $2,000.