There are 4 ways that you can pay for a policy written with Jackson Sumner & Associates: 1) Pay Online Login to “Agency Portal”, click the “Pay Online” button at the top, and enter the policy number you want to pay the balance for. This option is for payment by checking account or savings account. [...]
Once you login to view your policies, you’ll notice a box on the right that gives you the current open balance for the policy you’re viewing. This balance is updated in real time. No more guessing if we got the check you mailed or if that latest invoice ever got paid. Check this box to [...]
You will need a username & password to quote, request a certificate, access the policy downloads section, and pay online. If you need help setting up a username & password, click here.
No, JSA does not need the money in our hand before we will bind a policy for you. Once we get the request to bind from you, you will have 17 days to send us an agency check for the policy amount less commission. Please note that your office is responsible for payment to [...]
Yes, as long as they are all written through JSA. Make sure to include all premiums, fees, and taxes for each policy when setting up the finance agreement.
No, JSA Premium Finance is a separate company from Jackson Sumner & Associates. They have their own phone number: 866-567-1401. To get information, such as payment amounts and due dates, you'll need to call Chris Martin at this number. The only connection between Jackson Sumner & Associates and JSA Premium Finance is that JSA [...]
You can keep your commission before sending in payment. It is calculated off the base premium. The amount shown on the invoice due to JSA is the total amount less your commission. If for some reason you do not keep your commission out before you send payment in, JSA will return your commission to [...]