“CABS” Customer Account
Billing System
Module Three: For Our Agents
Module Three: For Our Agents
You can access the For Our Agents website
at www.unigard.com
Enter your User ID and Password to log in
Enter User ID and
password
2

Module Three: For Our Agents
Select the Inquiry Tab
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Module Three: For Our Agents
“Billing Inquiry” to View
payments made to policies,
make a payment or look at
invoices and notices
“Agents Past Due” lists CABS billed
policies that have not been paid by
the due date
To view Flex Biz policies
4
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Module Three: For Our Agents
Policy renewing
into CABS on
02/01/2013
FO1234567
JOSEPH SMITH
Agent #1234567 Billing Account #
Policy Number FO1234567
Click here to
display
old term billing
information
CABS 10 digit
account number
Click here to
display the
CABS account
information for
the
new term
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
JOSEPH SMITH
Agent #1234567
Billing Acct#5424123456
Policy Number FO1234567
JOSEPH SMITH
123 First Avenue
Anytown, WA 98060
FO1234567
Module Three: For Our Agents
Search using
policy
Number or 10
digit CABS
account
Number
Make a payment
using this link
View billing documents using this link
10 digit CABS
account number
FO1234567
5424123456
5424123456
JOSEPH SMITH
123 First Avenue
Anytown, WA 98060
Click here to
display
renewal
billing
information
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
JOSEPH SMITH
Agent #1234567 Billing Account #
Policy Number FO1234567
JOSEPH SMITH
Agent #1234567
Billing Acct#5424123456
Policy Number FO1234567
FO1234567
Module Three: For Our Agents
Example of “Make a Payment” screen
Click on “other amount” and
enter the payment amount if
it is different than the
minimum due or remaining
balance
Contact
[email protected] to
sign up to use Agency Trust Account. The
“Agent Bank Debit option will only display
when an Agency EFT (or “sweep” account)
has been set up for the agency
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
Flex Biz Policy Information
Module Three: For Our Agents
To view Flex Biz
policy information,
choose “Small
Commercial Inquiry”
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
Flex Biz Policy Information
Module Three: For Our Agents
View billing account histories
Make payments on
customer accounts
View daily reports regarding
past due accounts
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Flex Biz Policy Information
Module Three: For Our Agents
Search using policy number
or 10 digit CABS account
number
CFB1234567
Or search using
policy number.
The effective
date is required
for search using
policy number
4320217038
4320217038
SHRITA TEST
509 ENCORE DR.
HANFORD, CA 93230
0431234
0431234
10 
Drop down box to
view prior year
billing documents
Flex Biz Policy Information
Module Three: For Our Agents
5424123456
JOSEPH SMITH
JOSEPH SMITH
Billing Acct#5424123456
Policy Number
FO1234567
Billing
Acct # 5424123456
Policy Number FO1234567
1234567
001234
Account Summary View:
Account Status
Next
installment
amount
Next Installment Due
Date
11 
Flex Biz Policy Information
Module Three: For Our Agents
From the
Account
History view:
Payments
made
Renewals
Endorsements
Processed
Address
changes
Date invoice is mailed
and amount of invoice
Checks sent to
insured
12 
Module Three: For Our Agents
This report is not generated on
weekends or holidays, however
agencies will still receive copies
of the notices of intent to cancel
•Agent Notification of past due policies
› Agents’ “Billing Accounts Past Due List” will be generated the day after the
due date. The past due policies age off the report in 5 days whether or not
they are paid
› Reports are viewable via FOA.
1234567
THE AGENCY, INC
123 4TH STREET
BOISE ID 83705
4324123456
FB1234567
13 
48712345
Module Three: For Our Agents
Make a payment screen within FOA allows the agent to:
• Make a payment on insured’s behalf in CABS with:
› Visa or MasterCard
› ACH from Insured Bank Account
› Agency EFT (Agency Sweep)
• Agents must be enrolled in the sweep program to make
agency EFT payments. Contact Agency support to enroll:
• Agency Support
› 1.800.456.1626 ext.755470
› [email protected]
When entering a payment from the
FOA screens, please don’t click
submit more than once. If the screen
gets stuck , call Billing Services or
Agency Interface for assistance
• Enrollment forms are also available via FOA.
14 
Module Three: For Our Agents
• Any payment uploaded at the agent’s office is immediately applied to
insured’s account. This includes:
› Visa or MasterCard
› ACH from Insured Bank Account
› Agency EFT (Agency Sweep)
• The payment can be viewed immediately on the Bill Account History
accessed via “For our Agents”
• Agent sweep installment payments may be made via “For our Agents”
and will pull from the agent’s account within 72 hours
• QBE will reimburse the agent any fees they incur if the agent makes a
sweep on behalf of the insured, but the insured’s check bounces
• Payments made by 6pm Central time online or through the VRU will
be visible in the account history on the following day. Payments made
after 6pm will require an additional 24 hours prior to being visible in
the account history
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Module Three: For Our Agents
• Automated system (VRU) will be available for all CABSbilled accounts.
• The VRU offers access with account number to:
›
›
›
›
›
›
›
›
16 
Billing and payment information
Account status
Last payment received
Balance Due
Make a phone payment
Due date
Overnight mailing address
Faxed account history
Module Three: For Our Agents
Things to Notice on the Bill:
•QBE pay website address included
•New Billing Services phone number
•Automated payment line
available 24/7 (use 10 digit
account number and billing zip
code)
•10 digit account number
•New lock-box remit address
•Milwaukee, WI
•24 hour turn-around including
Saturdays.
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Contact Information
• Billing Services
› 1.800.779.3126 (ph)
› Email Billing Services at [email protected]
› Fax 1.608.825.0322
• Insured EFT Requests
› [email protected]
› Or fax 1.608.825.0322
• Agency Support
› 1.800.456.1626 ext.755470
› [email protected]
18 
Invoice
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Notice of Intent to Cancel
20 
Notice of Intent to Cancel
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Rescission Notice
22 
Cancellation Notice
23 
EFT Confirmation Letter
24 
EFT monthly withdrawal Notice
25 