Frequently Asked Questions
You can mail cheques, money orders, and cash to our office or drop them off in person. We also accept credit and debit card payments over the phone or in person at our office.
To pay by e-transfer please send to firstname.lastname@example.org. It is generally easiest to use your client code (noted on your invoice) as your password. If you use a different password please let us know.
You can pay online by credit card or debit card by navigating to our Plastiq payment page and following these Plastiq payment instructions. Please note this is a third-party service and they do charge a fee for processing the card.
Yes! Give our office a call at (604) 448-9196 and we will be happy to take your card over the phone.
Please use the following information for e-transfers:
Question: Client Code
Answer: your client code (i.e. TEST01) as noted on your invoice
If you use a different password please let your broker know.
If you need to make a payment on a direct bill policy, please follow the directions on your policy documents.
If you’re having trouble, contact us and we will be happy to walk you through the process.
We offer single-pay, two-pay, and three-pay options through our office. We can also provide terms for monthly financing through a third-party service or through your insurer depending on who your policy is with.
The terms for our in-house options are:
Single Pay – 100% due on receipt of invoice for new policies or renewal date for renewing policies
Two-Pay – 50% due on effective date and 50% due 30 days after effective date paid by post-dated cheque
Three-Pay – 1/3 due on effective date, 1/3 due after 30 days, and 1/3 due after 60 days paid by post-dated cheques. There is a 3% fee for this option.
These terms as well as your payment amounts are also outlined on our invoices.
Please contact us or fill out a policy change request form and your broker will call you and go through the change process with you.
It is important to note that it does take a few days for the changes to take effect so make sure that you put the change through well ahead of your next payment date to avoid fees due to a returned payment.