Download MAGIC System User Manual

Payment By Cash:
1. Enter the amount of the payment in the “Amount” field.
2. Click “Apply Payment” button to apply the payment or “Cancel” to terminate transaction.
Once all the cash has been applied for the day:
1. Complete the “General Agent Daily Deposits Form.”
2. Complete a remote deposit bank account deposit slip (specific per bank).
3. Fax or email both documents to Vivian Wright.
NOTE:
Only general agents with existing remote deposit bank accounts can apply
payments using the “Cash” payment type option.
Agents are required to deposit these funds into their established remote
deposit account on a daily basis. Subsequently, these accounts are swept
on a monthly basis based on daily deposit activity.
All agents are encouraged to utilize the more efficient “Credit Card” option for applying
payments to New Business or Active Policies.
MB-S-01-08
135