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
. 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:
-
State
appointment renewal fees (defined by the State)
-
State late
fees if applicable, (defined by State)
-
NIPR
Transaction fee to process electronically the renewal
transactions (varies depending upon how many renewals are being
processed)
-
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
-
Enter your
companies checking account information (i.e. account number, routing
number)
-
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
-
If you have any questions about the billing or
electronic check processing, contact the at
or .
If paying
by credit card:
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 (Internet
Explorer)
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