iSite+ Help - Company Appointment Renewals

Instructions

FAQ

How to access my company’s Electronic Appointment Renewal Invoice?

1. Check the opening page to know what States are currently offering appointment renewals through NIPR. Also we will be adding additional States in the future.

From the NIPR Internet home page at: www.nipr.com.

Toward the bottom left click on the link for "Electronic Appointment Renewals" This will take you to the Use Click Agreement. Please read this agreement and then click on the "Agree" button at the bottom.

This will take you to the company sign-in screen.

On this page click on the State the renewals are for, and one of the following:

Company NAIC cocode (NAIC company number)
Company FEIN (Federal Employer Identification Number)
Company name as recorded with the State licensing department (the first three letters of the company name is required, more may be needed to uniquely identify your company invoice.)
License number - an additional company identifier you can use to uniquely identify your company when signing on. This is the license number of one of the active license numbers your company has with the State you are processing appointment renewals with.

If you have reviewed the invoice previously, you may re-enter the site by using the Invoice number - once you have viewed your company invoice in this application for a particular State, you can quickly sign-in using that invoice number. However, invoice numbers are State specific and your company will have a different invoice number for different State appointment renewals each year.

This screen also provides you with a variety of information about the process and system requirements needed to view the renewal invoices.

NIPR contract customer companies signing in through the PDB

NIPR contract companies can sign-on using their NIPR login identifier and password to “Log in to PDB. “Select Appointment Renewals. Each row represents one company renewal invoice. Once the invoices have been generated it is not possible to change them, however if you do not see companies that you should see for your appointment renewals, you may contact NIPR Billing (see Contacts link) to have these company affiliations made.

Company renewal invoice option screen

2. This is the listing of your company’s renewal invoice for this State.

This screen allows you to:

View the Invoice (in html format, you can also use your Internet browser to print it)
Print the Invoice (in html format, "what you see is what you print" format)
Download the invoice as text (in delimited format, it will format into Excel if that is your default for delimited formats)
Download as XML
View Appointment Renewals Listing (in html format, you can also use your Internet browser to print it)
Print Appointment Renewals Listing (in html format, "what you see is what you print" format)

This screen also displays:

Company identifiers
Number of appointments being renewed
Date the invoice was generated
Status of the invoice: Due, Paid
Date the Invoice was Paid

To view the company renewal appointment listing

3. On the company renewal Invoices screen under Options column click the “View Appointments ":

Screen header: "Company Renewal Invoice"

This screen allows you to:

View the list of appointment renewals by producer.
Header provides specific information about this invoice: State, invoice creates date; invoice due date; today’s date, company information, and invoice number.
Individual producers have listed name, NIPR National Producer Number, Other (last 4 digits of the SSN), Active license numbers, and Lines of Authority (LOA) if relevant
Agency producers have listed their agency name, NIPR Entity number, FEIN (Federal Employer Identification Number), Active license numbers, and Lines of Authority (LOA) if relevant.
Listings are 25 per page. You can use the links across the top and bottom of the listing: First Page (takes you to the first page of the listing); Previous (goes back one page); what page you currently are viewing; Next (goes forward one page), and Last Page (goes to the last page of the report).

To print the company renewal appointment listing

4. On the company renewal Invoices page under Options column click the “Print Appointments”:

Screen header: "Company Renewal Invoice"
This screen allows you to:

Print and view the list of appointment renewals by producer as one long listing.
Header provides specific information about this invoice: State, invoice create date; invoice due date; today’s date, company information, and invoice number.
Individual producers have listed name, NIPR National Producer Number, Other, Active license numbers, and Lines of Authority (LOA) if relevant
Agency producers have listed their agency name, NIPR Entity number, FEIN (Federal Employer Identification Number), Active license numbers, and Lines of Authority (LOA) if relevant.

To view the invoice

5. On the company renewal invoices page under Options column click the "View Invoice”:

Screen header: "Company Renewal Invoice"
This screen allows you to:

Choose whether you are paying by credit card or electronic check. When you have decided method of payment you will then view your final invoice for renewals.
Once you have chosen a method of payment, to change it you will need to contact customerservice@nipr.com. Make your selection and print the final invoice.
The invoice total will be calculated and the total will appear on the invoice, prior to payment. The invoice will contain these line items:

o State appointment renewal fees (defined by the State)

o State late fees if applicable, (defined by State)

o NIPR Transaction fee to process electronically the renewal transactions (varies depending upon how many renewals are being processed)

o A processing fee (3.5% of the total invoice) may be assessed (NIPR does not charge a processing fee for Electronic checks)

Enter Authorizing Person Information

6. After selecting method of payment on the existing reports listing, under Options column click the "Pay Invoice" selection.

Screen Header: Authorizing Person Information
This box allows you to:

Enter the basic information required by the State in order to process these appointment renewals.
NIPR includes all of this information in the electronic transaction that is sent to the State.
The State will use this information to contact you in case there are any questions about the transactions.

To view/print renewal invoice

7. On the Final Invoice page (after selecting method of payment)

Screen Header: Final Renewal Invoice
This page contains the FINAL invoice

If paying by electronic check:

Review the amount to be paid and select the electronic check option on the invoice page

o Companies may need to contact your financial institution to setup NIPR’s ACH number (9431763793) prior to submitting an electronic check appointment renewal payment. This includes using 'NIPR' for the company name.

Enter your companies checking account information (i.e. account number, routing number)

o Companies may need to setup the NIPR’s ACH number (9431763793) prior to making the renewal payment this includes using 'NIPR' for the company name.

Follow the remaining electronic check screens and submit the renewal payment

Companies that submit a payment to NIPR via paper check will not have their renewal invoice processed and will have the payment returned to them.

Print off at least one copy of this page to serve as a receipt.
you have any questions about the billing or electronic check processing, contact the NIPR customer service at (816) 783-8468 or customerservice@nipr.com.

If paying by credit card:

Review the amount of the invoice.
We suggest printing a copy of this for your records along with a copy of the appointment renewals listing.

o Click "Submit" at the bottom of the page, which will take you into a secure area to enter your credit card information.

o The credit card screens that follow are standard e-business charge screens.

o If you have any questions about the billing or credit card process, contact the NIPR help desk at (816) 783-8468.

To download the report as text

8. On the company renewals invoices page, under Options column click the "Download as text" selection.

Pop-up box: "File Download...Save As" appears
This box allows you to:

Save the file on your hard drive (or network if connected) where you want to
The application that it saves into will depend upon what your default is for the ".csv" file extension. Once it is the default application you should be able to copy it into another application.
Change the name of the file if you want to
Note the file name extension is ".csv" for Excel Comma Delimited Values File
Click "Save" In the Internet Explorer browser another Pop-up box will notify you that the download has been completed. Your button options on this box are "Open" which will load the file in Excel and open it up, "Open Folder" which will locate the file on your default file browser, and "Close" which closes the box.

To download the report as an XML file:

9. On the company renewals invoices page, under Options column click the "Download_XML" selection.

The display of the XML structure with tags is displayed
This screen allows you to:

View the report data in XML format (Internet Explorer)
Save the file using the "Save As" function on the menu bar (Internet Explorer and Netscape). In the Internet Explorer browser you will need to add the filename extension ".xml" to the file before you save it, or rename it later.

Print the file using the "Print" function on the menu bar