How to Set Up Payments for Your Clients
Feb. 11, 2026
Applies to Individual & Family Markets
You can make one-time payments on behalf of your clients via the or set them up for auto bill pay.
Auto bill pay: Refer to in the Member Payment Portal: How to Make Payments as a Broker PDF.
One-time payment: Have your client’s personal and banking information ready and refer to of the guide.
Once set up, you can track client payments in the Retail Producer Portal. show how to access that information.
Why it’s important: This option offers flexibility and control, giving your client the option to pay the full amount, another amount, or set it and forget it. Don’t forget to remind your clients to have sufficient funds in their account when setting payments up.