Recurring Credit Card Processing for Accident ... - American General by wuzhenguang

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									                     Accident Expense Plus®
                                    eConnections / eSignature
                                 Recurring Credit Card Processing




FOR PRODUCER USE ONLY – NOT FOR DISSEMINATION TO THE PUBLIC
  Recurring Credit Card Processing
  for Accident Expense Plus

    • Key points regarding online processing or recurring
      credit card payments
    • eConnections and Chase online processing screens
    • New script
    • Questions




 JMS 6/5/2012
FOR PRODUCER USE ONLY – NOT FOR DISSEMINATION TO THE PUBLIC
  Key Points

            • Recurring credit card available for all payment modals
              effective August 27, 2012
            • Electronic app process consists of three basic steps:
                    • Select “credit card” as a payment option
                    • Enter in the credit card info (via the chase portal which
                      automatically pops up with the credit card selection)
                    • Validate credit card info
            • Note that Initial credit card no longer available




 JMS 6/5/2012
FOR PRODUCER USE ONLY – NOT FOR DISSEMINATION TO THE PUBLIC
  Selecting the Credit Card Option




FOR PRODUCER USE ONLY – NOT FOR DISSEMINATION TO THE PUBLIC
  Summary Prior to Credit Card
  Processing




FOR PRODUCER USE ONLY – NOT FOR DISSEMINATION TO THE PUBLIC
  Chase Landing Page

                                                              1. The Chase Landing
                                                                 page will display and
                                                                 the user will see this
                                                                 screen once he is
                                                                 navigated here from
                                                                 eConn web:




                                                              The User will input the
                                                              Credit Card Number on
                                                              the above screen and
                                                              click on Continue.




FOR PRODUCER USE ONLY – NOT FOR DISSEMINATION TO THE PUBLIC
  Chase Site – Card Account
  Information
                                                              Since this is an external site the name
                                                              and address are not carried over from e-
                                                              connections.




                                                              Note: User has option for different
                                                              cardholder from primary insured or different
                                                              billing address than the one in eConn Web.
                                                              Click continue once data entry is complete




FOR PRODUCER USE ONLY – NOT FOR DISSEMINATION TO THE PUBLIC
  Chase Site – Summary Screen



                                                              Good place to include credit
                                                              card authorization language
                                                              noted on the next slide.




FOR PRODUCER USE ONLY – NOT FOR DISSEMINATION TO THE PUBLIC
  Updated Script for Recurring
  Credit Cards
    You authorize American General Life Insurance Company to charge
    your {credit / debit} card ending in (repeat last four digits of credit/debit
    card number) in the amount of {$XX} on a {monthly, quarterly, semi-annual,
    annual} basis for premiums due on the insurance policy on (NAME OF
    PRIMARY INSURED).”

    “You will receive an e-mail at the time of the charge to your account. The
    charge appearing on your credit / bank card statement as well as the e-
    mail confirmation will be your receipt of payment. Charges on your credit
    card statement will appear as AGL*INSPYMT. If the charge is dishonored
    by your credit / bank card company for any reason, your coverage may
    lapse for nonpayment of premium and you will be notified by us in order to
    provide payment.”


    “Do you agree?” (MUST get an affirmative “YES”)



 JMS 6/5/2012
FOR PRODUCER USE ONLY – NOT FOR DISSEMINATION TO THE PUBLIC
  Chase Site – Payment confirmation
  Screen




FOR PRODUCER USE ONLY – NOT FOR DISSEMINATION TO THE PUBLIC
  Email Confirmation




                                                              This is a copy of
                                                              the e-mail that
                                                              will be sent to the
                                                              cardholder
                                                              (payor)




FOR PRODUCER USE ONLY – NOT FOR DISSEMINATION TO THE PUBLIC
  Chase Site - Confirmation Screen




                                                              The User Clicks on the X shown
                                                              above on Chase Confirmation Page
                                                              to return to the eConn Web landing
                                                              page. Note: Email may be delayed
                                                              in some situations. So the user
                                                              can click the X button once they
                                                              receive the Confirmation page at
                                                              CHASE. They don’t have to wait
                                                              for the email.




FOR PRODUCER USE ONLY – NOT FOR DISSEMINATION TO THE PUBLIC
  If User Clicks on the Wrong Box . . .




FOR PRODUCER USE ONLY – NOT FOR DISSEMINATION TO THE PUBLIC
  . . . There is an EXIT option on the
  next screen




FOR PRODUCER USE ONLY – NOT FOR DISSEMINATION TO THE PUBLIC
  Completing Credit Card Enrollment




FOR PRODUCER USE ONLY – NOT FOR DISSEMINATION TO THE PUBLIC
    If Credit Card Enrollment is Not
    Completed . . .




FOR PRODUCER USE ONLY – NOT FOR DISSEMINATION TO THE PUBLIC
  Payment Method Options




FOR PRODUCER USE ONLY – NOT FOR DISSEMINATION TO THE PUBLIC
  eSignature




                                                              Once transaction is
                                                              completed, proceed to E-
                                                              signature process (as usual).
                                                              NOTE: No credit card
                                                              authorization to be signed.


FOR PRODUCER USE ONLY – NOT FOR DISSEMINATION TO THE PUBLIC
  Recurring Credit Card on Application




                                                              Here is how the
                                                              Recurring Credit Card
                                                              will display on the
                                                              application included with
                                                              the policy contract.




FOR PRODUCER USE ONLY – NOT FOR DISSEMINATION TO THE PUBLIC
  Questions?



          If you have any further questions please contact:
          A&H.marketing@aglife.com
          1-877-399-7747
          Or
          Mark Wilson mark.wilson@aglife.com
          713-831-8321




FOR PRODUCER USE ONLY – NOT FOR DISSEMINATION TO THE PUBLIC
  Important Information

    Policies issued by: American General Life Insurance Company (AGL), 2727-A Allen Parkway,
    Houston, Texas 77019. Accident Expense Plus Policy Form Number 07120. The underwriting risks,
    financial and contractual obligations, and support functions associated with the products issued by
    AGL are its responsibility. AGL does not solicit business in the state of New York. Policies and riders
    not available in all states. American General Life Companies, www.americangeneral.com, is the
    marketing name for a group of affiliated domestic life insurers including AGL


    Important: prior to soliciting business, be certain that you are appropriately licensed and appointed
    with the insurer and that the product has been approved for sale by the insurer in that state. If
    uncertain, contact your American General Life Companies representative for assistance.

    FOR PRODUCER USE ONLY. NOT FOR DISSEMINATION TO THE PUBLIC

    AGLC106300




FOR PRODUCER USE ONLY – NOT FOR DISSEMINATION TO THE PUBLIC

								
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