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Internet
Banking
Each
bank has designed a unique format for their web site. However,
the necessary procedures are generally similar.
1. Under Bill Payment: Choose Add Payee/Bill
2. Enter Holman. Choose All Categories and province Ontario and
submit
3. Under Bill company/Payee - Select Holman Insurance Brokers
Ltd. and enter your account number which is at the top right hand
corner of your invoice/statement
4. Your account number is at the top right hand corner of your
invoice/statement (i.e. SMITPO4 for Peter Smith). Many commercial
clients will notice a hyphen (-) in the account number. Most banking
institutions do not recognize a hyphen. Therefore, when inputting
your account number, please omit the hyphen. (i.e. CREAT-1 = CREAT1)
5. Select the account you wish to withdraw the funds from. (i.e.
credit card, savings, chequing, line of credit). Indicate the
amount of payment and submit. A confirmation and reference number
will be displayed to acknowledge your payment.
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Telephone
Banking
1.
Request your bank set up a new Payee/Bill to do a Bill Payment.
2.
Request the addition of a new Payee/Bill Company: Holman Insurance
Brokers Ltd.
3.
Your account number is at the top right hand corner of your invoice/statement
(i.e. SMITPO4 for Peter Smith). Many commercial clients will notice
a hyphen (-) in the account number. Most banking institutions
do not recognize the hyphen. Therefore, when inputting your account
number, please omit the hyphen. (i.e. CREAT-1 = CREAT1)
4. Your banking institution will then take your payment over the
telephone by your choice of payment method.
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Debit
Card Payments
1.
Contact your bank by telephone or visit in person. Request that
they set up an option to allow you to make Bill Payments by Debit
Card.
2. Request the addition of a new Payee/Bill Company: Holman Insurance
Brokers Ltd.
3.
Your account number is at the top right hand corner of your invoice/statement
(i.e. SMITPO4 for Peter Smith).
4.
Once you have set up Holman Insurance Brokers Ltd., you are able
to proceed with payments via your branch ATMs with your debit
card.
5.
Choose banking option: Bill Payment and follow your bank instructions.
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In
Person at the Bank
1.
At your own bank, request they set up a new Payee/Bill to do a
Bill Payment.
2.
Request the addition of a new Payee/Bill Company: Holman Insurance
Brokers Ltd.
3.
Your account number is at the top right hand corner of your invoice/statement
(i.e. SMITPO4 for Peter Smith). Many commercial clients will notice
a hyphen (-) in their account number. Most banking institutions
do not recognize the hyphen. Therefore, when inputting your account
number, please omit the hyphen. (i.e. CREAT-1 = CREAT1)
4. You can choose to pay via the different accounts you hold with
that particular bank or by other financial institution credit
cards.
5.
When paying in person at different financial institutions, bring
your invoice/statement and request to make a Bill Payment. 6.
Advise the teller that the Payee is Holman Insurance Brokers Ltd.
and follow the prompts from step #2.
Note:
Do not ask for a wire transfer or funds transfer, the banks charge
you extra for this service and charge us extra for which we do not
reimburse. These additional fees can range as high as $50 or more.
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In
Person at our Head Office
1.
Visit our Head Office at 7050 Woodbine Ave. Suite 400, Markham,
ON L3R 4G8 for driving directions, click here.
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Insurance
Company payment plans
In
addition to the above methods, there are specific payment plans
to pay our Insurance companies directly if they are enclosed with
your policy documents. Some plans they offer include:
Automatic
Debit Monthly Payment Plan
3
Payments Plan
Annual
Payment
Please
follow the instructions provided by your specific insurer.
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Premium
Financing payment plans
If
your insurer does not provide a finance plan or you are not eligible
for a standard plan, we can make arrangement for payment through
a third party finance company. Please contact your broker for
this option.
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