ipfs.com| Feature Eligibility

Related Articles
Account Detail and Management
Create an AP Quote
Create a Renewal Quote
Pay in Full Only Quote
Hold an Account
Recurring Credit Card
Quote FAQ's

The account status impacts what quote features are available for the account.

 

  1.   RENEW  on the account details or through quoting is available when:
    1. Account is in good Standing.
    2. Remaining policy months are less than 4 prior or 10 months after the expiration date.
    3. Account was accepted between 8 and 26 months.
    4. Parties to the deal are in good standing (GA, Insurance Company, Broker.)
    5. Coverage type is available in the drop-down.  Quote interval is not periodic.
    6. IPFS TotalPay® Programs where a quote did not contain policy details, (pay in full only) the option to pay on full upon renewal is available, with the minim amount financed criteria waived.
  2.  AP  on the Account Details or through Quoting is available when.
    1. Any active account has 3 payments remaining.
    2. Accepted greater than 30 minutes prior to current time.
    3. IPFS TotalPay Programs allow AP processing and linking through Memos.
      • If the Insured Paid in Full, the AP will be paid in full.
      • If the Insured Premium Financed, the AP can be paid in full or premium finance.

Account features including Hold and Recurring Credit Card are also impacted by the status of the account. See the Related Articles "Hold an Account" and "Recurring Credit Card."

 


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