Clients can change the payment method used to pay their policy premium on their own, by logging into the self-service Client Portal. For clients who don't have access to the Client Portal, you are able to change the policy payment method on their behalf.
Account prerequisites:
- User permission: Policy update
To change the policy payment method:
- Navigate to the policy that needs to be updated. A payment method is tied to a specific policy - if the client has multiple policies, changing the payment method on one policy won't affect the payment method on others.
- On the right hand side in the Payment summary section, the current saved payment method is displayed. Click the pencil icon to edit the payment details.
- Enter the client's bank account name and number, and click Confirm to save the change. The updated payment details will be saved and used for all upcoming payments.
Your organisation may have restricted access to this functionality to only allow updating direct debit information on behalf of users, as a security measure to prevent credit card details being shared over the phone or via email.
In this case, if a client wants to update their credit card details they will need to login to the Client Portal and save their new card details themselves.