Changing Payment Frequency and Date

Clients can change the frequency and payment date of their policy premium payments on their own, by logging into the self-service Client Portal. For clients who don't have access to the Client Portal, you're able to change the policy payment schedule on their behalf.

To learn more about changing the payment method rather than the payment schedule, see this article on Changing Payment Method.

To change the policy payment date and/or frequency:

1. Navigate to the policy that needs to be updated. The payment date and frequency are tied to a specific policy - if the client has multiple policies, changing the payment details on one won't affect the payment details on others.
2. On the right hand side in the Payment summary section, the current saved payment frequency and date is displayed. Click the pencil icon to edit the payment schedule details.
3. Choose the new payment frequency and the next payment date. It's possible to keep the same payment frequency and only change the payment date - the dates that are available to select are from the next policy billing date onwards and dates outside of that range are restricted, to ensure that premium instalments are always billed and paid correctly.
4. Click Confirm to review and then save the change. The updated payment schedule details will be saved and displayed both in the Payment summary tile and in the Upcoming Payments section. Past payments will not be affected.