Video Tutorial and Quick Guides

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Basic Navigation

Working with Accounts

Quoting

eSign

 

 

Admin Guides

Associating Locations.pdf

 

eForms.pdf

 

Web Admin.pdf

 

Web Admin User Manager.pdf

 

Reports on ipfs.com.pdf

 

Bank Info.pdf

 

ipfs.com Register or Reset Login.pdf

Quick Guides - Click to Download

Account Management

Quote & eSign

IPFS Connect

Insured

Managing Accounts

 

Hold a Cancellation

 

Agent Pays Online

 

Updating Policy Numbers

 

User Preferences

 

AutoPay Credit Card Enrollment

 

Resend Insured AutoPay Consent

 

Account Status Codes

 

ipfs.com Password Requirements

 

Branding

Branding with IPFS
 

ipfs.com Quoting.pdf

 

Managing Quote Status.pdf

 

Sign & Pay - Sign on Behalf.pdf

 

Sign & Pay- Agent Signs First.pdf

 

Sign and Pay - Provider Signs Last.pdf

 

Submitting an Additional Premium.pdf

 

Initiate AutoPay via eSign.pdf

 

Initiate AutoPay ACH .pdf

 

Auto Resend Insured AutoPay Consent.pdf

 

Quote Upload.pdf

 

Invoice for Down Payment.pdf

 

 

 

Insured Guide- IPFS Connect Making a Payment.pdf

 

Insured Guide- IPFS Connect.pdf

 

IPFS Connect (Mobile)

TotalPay

IPFS TotalPay - Pay in Full Quote.pdf

 

IPFS TotalPay eSign- Insured Selects Payment.pdf

 

TotalPay Entity Selects- I Will Pay in Full.pdf

 

IPFS TotalPay Payment Portal - Insured View.pdf

 

Insured Guide - eSign and DP - ACH AutoPay.pdf

 

Insured Guide - Setup AutoPay on Existing Account.pdf

 

Insured Guide - Remove Edit AutoPay.pdf

 

Insured Guide - eSign- AutoPay Only.pdf

 

Insured Guide - eSign and DP - CC AutoPay.pdf

 

Insured Guide - Register on ipfs.com.pdf

 

Insured Guide - Navigate ipfs.com.pdf

 

Insured Guide - Making a Payment Online.pdf

 

Insured Guide - Consent to AutoPay.pdf