We’re excited to announce that with this release, you can now complete the Billing and Policy Issuing process for the Policy Purchase Beta! With the Billing and Policy issuing processes constructed, you can now complete the Rate Call 3 (RC3)  from start to finish within EZLynx means you no longer need to swap windows or tabs to bind your Safeco Auto policy. 


This beta is currently only for Safeco Personal Auto Policies in the state of Colorado, so please keep this in mind before submitting an application to participate in the beta. If you are interested in participating in the beta, please fill out our EZLynx Product Partner Form.


The key benefits of this feature:

  • Enhanced Productivity - Less time spent navigating between systems means more time focused on selling and servicing clients.
  • Faster Time to Bind - By keeping the entire process in one place, agents can move from quote to bind more quickly, reducing delays and improving customer satisfaction.
  • Streamlined Workflow - RC3 gathers all remaining application data, orders required reports and collects payment details—making the final steps of the sales process faster and more efficient.


In this article, we will cover the Billing and Policy issuing process. If you haven't already, check out the first step in the Policy Purchase workflow - Policy Purchase BETA: Reports Ordering Step. We look forward to working together to make the best product we can! 


TABLE OF CONTENTS


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What's in it for me?


  • Simplify the Policy Binding Process: Agents can complete the entire Safeco Auto policy purchase—from quote to bind—within EZLynx. This eliminates the need to switch between systems, saving time and reducing the risk of errors during data entry or payment collection. 


  • Improve Customer Experience During Payment Collection: With secure, embedded payment handling and clear instructions for disclosures and authorizations, agents can confidently guide customers through the final steps of purchase. This builds trust and ensures compliance with Safeco’s requirements. 


  • Boost Operational Efficiency and Accuracy: By centralizing billing, e-signature, and account setup in one workflow, agencies reduce friction and ensure all necessary steps are completed correctly. This leads to faster policy issuance and fewer follow-ups or corrections. 


How it works  


Once you complete the RC2 process, and review the Summary of your applicant’s application, you can proceed to the Billing and Issue Policy steps. These sections of the workflow are necessary to obtain the payment from your customer and address other items necessary for Safeco to issue the policy. 


Billing

Within the Billing step are the following sections: 

  • Billing Plan 
  • Paperless Billing 
  • Down Payment Information 
  • Recurring Payment Information  


Billing Plan 

For the billing plan you can select the billing frequency and are presented with the choices of Full Pay, 2-Pay, or Monthly Pay. The details of each of these plans are determined by the details from RC1 and RC2.  



Paperless Billing

Safeco utilizes Paperless Billing for their accounts paying via EFT or Recurring Credit Card payment. There is information available to provide your customer should they have additional questions. 




The email that is listed as the Primary Insured Email will display to let you know where email communications will be sent for any billing related correspondence that Safeco distributes. 



Down Payment Information 

Once a billing plan is selected, there is a section to supply the card information for the down payment.  


Please note, the payment details are not stored by EZLynx. This area is supplied by Safeco and connects directly to their site. This is for the secure handling of this payment for your customers. 


When a payment is approved, the Card Status is displayed. Please note, card approval does not charge the card. Cards are only charged once you select “Issue Policy” on the next step.



If for any reason the payment is declined, the card information will clear, and you are asked to supply the details once again. 




Recurring Payment Information 

Should you need to provide different card information for payments beyond the down payment, you will have the option to do that here. Please note, if you select to pay the premium in full, this section will not appear.



Selecting to not use the same down payment credit card information will allow you to submit new payment information. This will work similarly to the entry of payment for the down payment. 




Once the payments are submitted and show they are approved, you will need to Complete Acceptance of the payments. The Electronic Transaction Disclosure and the Authorization for Recurring Credit Card Payments appear. You must read these aloud to your customer as indicated in the instructions on this page.




When the disclosure and authorization are verbally approved by your customer you see that the credit card authorization displays that it is accepted and you can proceed to “Issue Policy”. Note: This must be completed to proceed to “Issue Policy”. 




Issue Policy 

The step for Issue Policy contains the following sections: 

  • Contact Information 
  • Issue Information 
  • E-signature 
  • Paperless Billing Enrollment 
  • Online Account Information 


Contact Information 

You can confirm with your customer the best phone number, email address, and a valid alternate phone number. Having valid information assists in retention and satisfaction of customers. This is a good opportunity to check for any transposed numbers or check spelling of their email addresses. 



Issue Information 

There are two questions that Safeco requires to finish the process. These questions require a response and there is a space to add remarks if you are prompted to provide more information. 



E-signature 

To collect the necessary signatures for policy forms, you need to indicate if the e-signature process is completed through Safeco.  



If you do not select to have the e-signature to complete the electronic delivery of policy documents and paperless enrollment, you are accepting responsibility of disbursing those documents. 




Paperless Billing Enrollment 

There is information supplied for you to relay to your customer regarding the enrollment in paperless billing. 




Once you explain the details of paperless billing you select that you have confirmed the program. You also need to confirm the customer’s email address.  




Online Account Information 

Safeco requires that customers have an account on their website to complete e-sign for their documents. If the customer already has an existing account, they can use it. If they do not, you indicate that they need to be registered for a new account.  




When the necessary information is provided, you proceed to “Issue Policy” 


Policy Information 

When the policy is issued successfully you are provided with Policy Information. The policy shell will be automatically added to your customers’ policies within EZLynx. Please note, the details of the policy will arrive with the download from Safeco. 


We hope you are excited for this new feature and look forward to our future releases. Please let us know if this article was helpful in learning about the new feature by answering the question below. Check out our related articles on the right-side of the page to learn more about EZLynx!