Directions on how to initiate an ACH payment method
Confirm your bank account by entering the dollar amount of the micro-deposits made to your bank account by following the steps below (Please note that the deposits can take up to 3 days to show up):
1. There will be two deposits. Once the deposits are in your bank account, login to Bridge and follow the bulleted steps below to the Billing Setting page.
- Have an Admin login to your.bridge.insure or crm.bridge.insure
- Click the "Agency Account tab" (across the top)
- Click on 'Billing Settings' (top right)
- From there, you can either enter a bank account or credit card
- You can also add multiple payment methods and set one as the default method
2. Click the verify button next to the bank account. A screen will pop open for you to enter the amounts. Enter the amount as whole dollars and not cents.
- For example, 1 cent should not be entered as .01 but as 1
- The amounts must be entered into the system in the order they were deposited into your account.