Account Payments

Required fields are starred (*).
Please review this information then press the Submit Payment button at the bottom of the window to complete the transaction

Policy holder contact information

First name
Last name
Company name
Client Email address
Address
City
Province
Postal Code

Account Information

Epic Client Lookup Code
Policy Number
Invoice Number
Amount
Will you apply payment to the client account in Epic?

(If No is selected, the Accounting Payment Application team will apply the payment with the above-provided information within 24 hours).

IMPORTANT: DOUBLE CHECK THE ACCOUNT INFORMATION PROVIDED IS CORRECT

Payment Information

Name on Card
Credit Card Type
Credit Card Number
Expiration Date
/
CSV
A confirmation email will be sent to
Broker Email Address

Policyholder Contact Information

First Name
Last Name
Company Name
Client Email Address

Account Information

Minimum input of 1 of the below fields is required: Lookup Code, Policy Number, Invoice Number.

Epic Client Lookup Code

Policy Number
Invoice Number
Amount
Will you apply payment to the client account in Epic?
(If No is selected, Accounting will apply the payment within 24 hours)
IMPORTANT: DOUBLE-CHECK THAT THE ACCOUNT INFORMATION PROVIDED IS CORRECT AS IT WILL BE USED BY ACCOUNTING.

Additional Instructions for Payment Application (Internal Only)

Payment Information

Name on Card
Address
City
Province
Postal Code
Credit Card Type
Credit Card Number
Month
Year
CSV

Reminder - After the payment has been successfully processed, shred any physical information and ensure that you do not store any cardholder information.

 

You can find your account number at the top of your statement or invoice.

Waypoint Insurance