Pathpoint PathPay User Guide

: September 3, 2024
: Pathpoint

Table of Contents

PathPay
Specifications:
Product Usage Instructions:
Step One: Set up your profile
Step Two: Enter your agency information and preference
Step Three: Verify your account in Ascend
- FAQ:
Why use two-step verification for insurance payments?
Still have questions or need assistance?

PathPay

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Specifications:

Product Name: Pathpoint
Payment Method: PathPay
Features: Fully digital payment experience

Product Usage Instructions:

Step One: Set up your profile

1. Register and log in to your dashboard.

2. Select “Finish Setting Up Your Profile” or click your name in
the top right corner and choose “Settings”.

3. In the Billing section, click “Start payment account
creation”.

Step Two: Enter your agency information and preference

1. Enter your agency information and select your billing
contact.

2. Choose between PathPay Insured or PathPay Agency based on
your preference.

3. Click send to confirm your selection.

Step Three: Verify your account in Ascend

1. Check the email inbox associated with your billing
information for an email from support@useascend.com.

2. Click “Update Information” in the email body.

3. Sign into your Ascend account using the same email used for
PathPay account creation.

4. Follow the steps provided in the email to complete the
verification process.

FAQ:

Why use two-step verification for insurance payments?

Two-step verification adds an extra layer of security to
safeguard sensitive data and protect against hackers and data
breaches. For more information on cybersecurity, click
here.

Still have questions or need assistance?

Contact our customer support team at support@pathpoint.com or
visit help.pathpoint.com.

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[) Pathpoint

Help Guide

PATHWAY PAYMENT SETUP

Pathpoint is the first in the E&S industry to offer a fully digital payment method called PathPay. This digital payment experience provides agents two choices, PathPay Insured and PathPay Agency, to manage billing through our online invoicing and payment processor. Follow these steps to set up your billing account.

Step One: Set up your profile

After agents are done registering, select the option to Finish Setting Up Your Profile in your dashboard or click your name in the top right of the dashboard and select Settings

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See how it works

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See how easy ii is 10 get bindable quotes using Path point.

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Help & Support

Invite agents to Path point

Log Out

In the Billing section, click Start payment account creation
Status Un,verified’

Information

Still have Fqouresatnioynasd?dCitoiontnaacltqyuoeusrtaiocncso,urnetarcehproeustetnotaytoivuer oArcocposu@ntpaMthapnoaignet.rcoormvisit
help.pathpoint.com Pathpoint Inc. d/b/a Pathpoint Insurance Services in California. In certain states, we operate as Pathpoint Inc. or Pathpoint Insurance Services, visit our licensing
page for details or email compliance@pathpoint.com for more information. License Number 0M19470 Corporate and Licensing Information. Pathpoint Insurance Services is domiciled in Delaware. © 2023 Terms of Use | Privacy Policy

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[) Pathpoint

Help Guide

Step Two: Enter your agency information and preference
Here you will enter your your agency information and select your billing contact. You will choose either PathPay Insured or PathPay Agency and click send.

PathPay billing type

·nsured Recommended

V

Insured is responsible. Insured will receive a lin’k to complete payment once subjectivities are approved.

0 Agency
Agency is ,responsible. Agency will receive invoice upon binding coverag.e.
Controlled invoicing
Pathpointer: If you prefer insureds to pay directly, opt for PathPay Insured. If you prefer to collect payments upfront, select PathPay agency. Compare the differences with our PathPay guide.
Step Three: Verify your account in Ascend
Open the email inbox of the email address you just entered into the billing information when you set up your PathPay account in Pathpoint. You should find an email coming from support@useascend.com that looks like this. Click Update Information in the email body.

C) Pathpolnt
l-lil.lt. P.Otli.l)Oirlt u$tS A:k:t:nid p,owor 01tir dir«t biNWQrkllow with I.It. t>or’anjill A!JOtli;y. To ga-1 $t:Jr1od with t.li ~r;,llj.J; Age ~y, ploHO tflltf” l’I fciw ;,ddiUo~I da:~11$ ·boll1 )’OUr busln~.s,s.
Ul)dB1e Inrorm,91oon

Still have Fqouresatnioynasd?dCitoiontnaacltqyuoeusrtaiocncso,urnetarcehproeustetnotaytoivuer oArcocposu@ntpaMthapnoaignet.rcoormvisit
help.pathpoint.com Pathpoint Inc. d/b/a Pathpoint Insurance Services in California. In certain states, we operate as Pathpoint Inc. or Pathpoint Insurance Services, visit our licensing
page for details or email compliance@pathpoint.com for more information. License Number 0M19470 Corporate and Licensing Information. Pathpoint Insurance Services is domiciled in Delaware. © 2023 Terms of Use | Privacy Policy

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[) Pathpoint

Help Guide

Sign into your new Ascend account using the same email you used to create your PathPay account in Pathpoint.

Sign in to your account
Ascend will send a one-time code to your inbox.
,pathpo int.co~ Continue

If prompted, refer back to your email to find a one-time code, and enter it in.
Enter one-time code Ascend sent a code to
lderanja+pathpaydemo@pathpoint.com. One-time cod:e
718102
‘,u,Jmit
Didn’t get the email? Check your spam folder or resend.

Pathpointer: Didn`t receive the Ascend email or code? First, doublecheck the email you entered. Next, check your spam folder or resend. If the email is still not found, reach out to -su-pp-or-t@·p-at-hp-oi-nt-.c-om- or use our live online chat.

Why use two-step verification for insurance payments? It safeguards sensitive data and protects against hackers and data breaches! For more cyber security info click here.

Still have Fqouresatnioynasd?dCitoiontnaacltqyuoeusrtaiocncso,urnetarcehproeustetnotaytoivuer oArcocposu@ntpaMthapnoaignet.rcoormvisit
help.pathpoint.com Pathpoint Inc. d/b/a Pathpoint Insurance Services in California. In certain states, we operate as Pathpoint Inc. or Pathpoint Insurance Services, visit our licensing
page for details or email compliance@pathpoint.com for more information. License Number 0M19470 Corporate and Licensing Information. Pathpoint Insurance Services is domiciled in Delaware. © 2023 Terms of Use | Privacy Policy

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[) Pathpoint

Step Four: Enter your banking information
Update your business and bank details accordingly.

– – ~ Settings

Business and bank details
Oeranja Agency i
·11310JUll-2i12
t111p1./twwwp111~ 1 – ” 2201 Wbconst’I ~ S.Cond RoOI, W.nhlngtcn, OC 20001 12’85 .. .t25,4
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Bank Details

Help Guide

Pathpointer: There are no fees with ACH or wire transfers. For credit card payments, there is an additional charge of 3.5% + $0.30 of the total transaction. These fees are included in the checkout link of any account.
Step Five: Head back to your Pathpoint account
Go back to your agent information page in Pathpoint, where you initially set up your PathPay account and refresh. It should now say Verified in green in the Billing section. You’re all set!
Pathpointer: Verification may take up to 72 hours. If you need to expedite coverage issuance for your insured, contact our support team for assistance.
Visit our PathPay library in our Help Center for more information.

Still have Fqouresatnioynasd?dCitoiontnaacltqyuoeusrtaiocncso,urnetarcehproeustetnotaytoivuer oArcocposu@ntpaMthapnoaignet.rcoormvisit
help.pathpoint.com Pathpoint Inc. d/b/a Pathpoint Insurance Services in California. In certain states, we operate as Pathpoint Inc. or Pathpoint Insurance Services, visit our licensing
page for details or email compliance@pathpoint.com for more information. License Number 0M19470 Corporate and Licensing Information. Pathpoint Insurance Services is domiciled in Delaware. © 2023 Terms of Use | Privacy Policy

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[) Pathpoint

Help Guide

Enjoy a 100% digital payment process with these benefits!

Less paperwork · Say goodbye to manual admin tasks. We handle the payment
processing that an agency normally has with a wholesale broker.
Transparent reporting
· Access a dashboard to track payment status in real time. Offer a
simple, easy, and seamless payment process to maintain high-quality client service.
Streamlined process
· Experience a seamless, consistent, and transparent payment process
that your clients expect and appreciate.
Full optionality
· You have the freedom to choose between PathPay Insured or PathPay
Agency, not the other way around! Find the method that suits you best and make a choice that aligns with your preferences. Exceptional personal support
· Discover solutions to your inquiries through our comprehensive Help
Center, convenient online chat support, and the dedicated expertise of our Support Team.
Choose the PathPay option of your choice at www.pathpoint.com!

Still have Fqouresatnioynasd?dCitoiontnaacltqyuoeusrtaiocncso,urnetarcehproeustetnotaytoivuer oArc- ocposu- @ntp- aMthapn- oaign- et.rcoo- rmvisit
help.pathpoint.com Pathpoint Inc. d/b/a Pathpoint Insurance Services in California. In certain states, we operate as Pathpoint Inc. or Pathpoint Insurance Services, visit our licensing
page for details or email compliance@pathpoint.com for more information. License Number 0M19470 Corporate and Licensing Information. Pathpoint Insurance Services is domiciled in Delaware. © 2023 Terms of Use | Privacy Policy

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