ipfs.com| IPFS TotalPay Start Guide

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Pay in Full Quote
IPFS TotalPay Insured Selects Payment
Payment FAQ

IPFS TotalPay® is a payment platform which allows insureds the ability to premium finance insurance policies or pay them in full.

 

Want to sign up or get more information? Reach out to your Sales Executive. To schedule a demo, visit our IPFS TotalPay Information Page. 

 

Step 1 - Review Settings > My Preferences

  1. Review your preferences to take advantage of automated IPFS TotalPay notifications.

Step 2 - Quote

To offer Premium Finance and Pay in Full payment options to your customers:

  1. Create and save a quote as you normally would.
  2. Then, select the IPFS TotalPay option and follow the prompts to send the link to your insured.

See the IPFS TotalPay Insured Selects Payment article for assistance.

Pay in Full only

  1. This option eliminates the need to enter premium finance details so you only have to enter the total premium amount you would like to collect. See the Pay in Full Quote article.

Step 3 - Check the status

  1. Navigate to the Quote Status Screen.  See IPFS TotalPay Status for a description of statuses.

Insured Workflow

To view info on the insured experience, Collect Premiums in Full see the  article.

 


The information contained herein is confidential an proprietary. Recipients will respect the confidentiality of this material and not disclose to any third party any of the contents of this document without first obtaining written approval from IPFS.  Copyright © 2023 IPFS Corporation. All rights reserved. 02/11/26