Rocket

MGA Activation Process:

(To Send Payments)

Hello and Welcome to the Activation process for ClearPay.  Let’s make this easy – we created a Wizard to help you through. All you need are the items in the list below and your username and temporary password!

To receive your username and temporary password, simply click on the “Lets Get You Started” link below and you will receive an email with the temporary credentials and a list of the required information that you see below.

Activate now Register MGA.


MGA Master User – 8 Steps to the ClearPay™ Online Activation:

  1. Add your Key Approver – A Key Approver must have the Authority within the MGA to confirm Bank Account details, confirm the Master MGA Administrator and have signing authority for Legal Agreements and PADs.
  2. Add your MGA’s Bank Account(s) Information – including the Cash Journal assigned in your BMS
  3. Map your Payees (Carriers)
  4. Customize your MGA Settings
  5. Technical Integration – Tell us who you partner with
  6. Add additional Approvers ( Persons within your MGA who have cheque signing authority)
  7. Add Additional Users
  8. Completed

Required Information:

  1. Details for One Trust and One Operating Bank Account – including bank, transit, account numbers and authorized signatories.
  2. Email Address and Contact for the Key person who approves payment to Carriers
  3. A list of your current Carriers & office locations
  4. Cheque Signing Controls (Approval) ( single signature or two per cheque)
  5. List of All additional Offices that will be active in ClearPay
  6. List of Additional Approvers
  7. List of Employees who require access to ClearPay
  8. Are you currently using WARP, NEXCenter or another third party solution to connect to your Carriers? If so, which one?

 Let’s Get you started!!

Rocket


MGA Activation Process:

(To Receive Payments)

Hello and Welcome to the Activation process for ClearPay. We make this easy – there is NO integration or IT support required.  Simply contact us and we we’ll get you set-up . All you need are the items in the list below.

Activate now Register MGA.

NO Integration/IT involvement… NO development costs:

  • Quick and Easy implementation, with little allocation of internal resources
  • No time and material charges to implement ClearPay, all we need is listed below.

A ClearPay representative will provide all appropriate agreements and documentation to get started:

  • ClearPay client support will walk you through the set-up and account settings that are required.

Determine how you would like to receive the Reconciliation Report:

  • What file format would you like the report in?
  • What delivery method would you like? (Secure log-in through ClearPay site or direct web services feed)