Account Bill: Simplifying Billing For Our Customers
Chubb Personal Insurance now offers Account Bill, a service that merges all of a client’s policies onto one convenient
bill, simplifying their bill paying experience.
Benefits to Clients:
- One invoice is sent for all policies, resulting in fewer installment fees (a reduced installment fee amount
applies for recurring payment options).
- Payments and policies are more easily managed, saving time.
- Customers can select the policies they want billed together.
Benefits to You, Our Business Partner:
- Policies do not need a common effective date to be on an Account Bill.
- Account Bills can be viewed online in the same manner as single bills.
- Billing is simplified, resulting in fewer client inquiries and questions.
Account Bill Eligibility
- All policy types are eligible, with the exception of Chubb Flood policies.
- A policy in “cancellation” status can not be included in an Account Bill.
- Any issued “Final Payment Reminder Notice” must be paid by the time the Account Bill request
is received, in order for the policy to be included within the Account.
- Policies must be for the same named insured.
- Policies must all be written by the same agent.
How to Enroll
First make sure that your client’s policies are paid up to date. You can then request Account Bill on behalf of
your clients by visiting:
https://connect.chubb.com/billingcext/agentEmail/index.jsp,
to access the on-line enrollment form. The process itself is simple:
- Download the application form
- Select which policies should be billed together
- Select a payment plan: Full, Quarterly or Monthly
- Hit “Submit”
Please note: The Payment Plan for the account must be established at the time a request is submitted. Our
“Monthly” option requires the client to be enrolled in either our Chubb AutoPay or Credit Card recurring
service prior to submitting the request to consolidate accounts.
Attached is a list of
Account Bill Frequently Asked Questions (FAQs)
and a copy of the
Account Bill Agent Request form.
If you have any further questions, please contact your marketing specialist.
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