Frequently Asked Questions
- Billing and Payments
- Continuing Education
- JSA Premium Finance, Inc.
- The Basics
- Using JSAUSA.com
User Names and Passwords are specific to each agent or employee in your office. You can request a user name and password by going to https://www.jsausa.com/agent-password/ or you can always call us at 1-800-342-5572 if you have questions.
Your broker number can be found on any invoice from JSA. It is a 6 digit number that begins with “9”. Do not use the preceding zero.
Once you have been approved to register for the course, you will receive an email with a link to our demo class. We ask that you please take this quick, informative demo class to prepare for a seamless experience for the actual class. This demo class will test adequate internet access for streaming video, working audio output, and enough bandwidth in your office.
Once you enter the numbers correctly that were presented to you during the class, you will receive a link to download your certificate. If you forget to print your certificate at this time, it is available when you log back in the portal. JSA does not maintain or have access to students’ certificate.
We will file within a week after successful completion of the class.
The North Carolina Department of Insurance requires active participation from all attendees in order to obtain online CE credit. This will be verified throughout the course by two-digit numbers that will be shown on your screen. Immediately following course completion, you will take a short “quiz” in which these numbers will need to be provided in the order they appeared. This will ensure that you were an active participant, and were in attendance throughout the entire duration.
The North Carolina Department of Insurance requires all participants are signed on at the start of class. If you are not signed on by the time the course starts, the DOI may choose not to give you credit. They also require participants to stay signed in for the duration of the class. Our system maintains all sign-in and sign-off times.
The class is filed for 3 credit hours.
If you need technical support before the class, please email all questions to firstname.lastname@example.org.
While class is in session, please use our Live Chat feature located on the bottom right-hand corner of the screen. This will ensure that you are able to see and record the numbers that appear in the video.
While class is in session, please use our Live Chat feature located on the bottom right-hand corner of the screen, which will be answered by one of our instructors.
No. The class is available for individual viewing only. Group viewing is prohibited.
Yes. You must have an active broker code with JSA to register for this course. The broker number is that of your agency and is found on any JSA Invoice. It is a 6 digit number that begins with “9”. Do not use the preceding zero.
JSA is happy to offer this class at no cost to you. This class is free.
Please remember that JSA is unable to grant binding or representational authority to retail agents. We go to great lengths to provide superior service and this includes issuing certificates of insurance in a timely manner, including instantly from our website – click here to request a certificate . If you choose to issue certificates or evidence of insurance, JSA bears no responsibility for the accuracy of such documents. If JSA receives a certificate or evidence of insurance issued by a retail agent, we will not check the document for accuracy and it will not be deemed as a request to modify coverage. Any request to modify coverage must be submitted in writing to JSA for advanced written approval. Submission of a certificate or evidence of insurance to our office does not constitute approval of the certificate or evidence of insurance.
There are 4 ways that you can pay for a policy written with Jackson Sumner & Associates:
You can mail us an agency check to: PO Box 2540, Boone, NC 28607
Login to “Agency Portal”, click the “Pay Online” button at the top, and enter the policy number you want to pay the balance for. This option is for payment by checking account or savings account. You can pay the full amount due, or a partial payment – such as a down payment. A receipt will be emailed to the email address provided as soon as the transaction is complete. The account balance will instantly be updated.
Call 800-342-5572 to pay over the phone with an Agency Check.
JSA Premium Financing is available on most accounts written through Jackson Sumner & Associates in NC, SC & VA. To get a finance agreement, visit JSA Premium Finance’s webpage. We do accept outside financing as well. No matter what finance company you use – be sure to send us a copy of the finance agreement for our file.
- No matter what method of payment you choose, you keep your commission out before you send us the net amount.
- JSA cannot accept payment direct from insureds.
No, JSA does not need the money in our hand before we will bind a policy for you. Once we get the request to bind from you, you will have 17 days to send us an agency check for the policy amount less commission. Please note that your office is responsible for payment to JSA regardless if your insured pays you.
All policies, binders and endorsements issued are available online. While part of this is in an effort for JSA to be more green we’ve also heard that this is what many of you want. We know that many of our agents have gone paperless and we hope this will help your workflow. However, we also know that many agents are not paperless or still want a hard copy of the policy to send to the insured. That is why we still give you the option to choose for us to print and mail you a copy, if you’d like.
- Agents choose if they still want us to mail them a copy
- All policies are issued and available within 24 hours of binding
- Policies are available 24/7 on our secured servers
- PDF format
As soon as a policy, binder or endorsement is issued we will send an email with the document attached as well as a link to see it online.
Need a Hard Copy Mailed to you?
No problem! If you would like a copy printed and mailed to you, please reply to the email you received and we will be more than happy to mail you a copy.
Our website requires a user name and password for requesting certificates of insurance, accessing the policy downloads section and paying online. Otherwise, no password is required to quote risks on our website.
In order to be approved to write business through JSA, you will need to complete and sign the JSA Producer Agreement, Agency Info Form, carry E&O with minimum limits of $1,000,000, and be properly licensed in your state. A broker number will be assigned to your agency once the completed documents and E&O have been submitted, reviewed and approved. Please note, JSA does not appoint brokers.
If you do not know if you or your agency are set up to do business with JSA, call us at 1-800-342-5572 or email email@example.com.
Once you login to view your policies, you’ll notice a box on the right that gives you the current open balance for the policy you’re viewing. This
balance is updated in real time.
No more guessing if we got the check you mailed or if that latest invoice ever got paid. Check this box to see if there is any outstanding balance on a policy.
*Please note this box is the Net amount due to JSA and does not reflect the Gross amount the insured may owe you.
No, JSA Premium Finance is a separate company from Jackson Sumner & Associates. They have their own phone number: 866-567-1401. To get information, such as payment amounts and due dates, you’ll need to call Chris Martin at this number. The only connection between Jackson Sumner & Associates and JSA Premium Finance is that JSA Premium Finance will only finance policies written through Jackson Sumner & Associates.
Yes. You will need to give Chris Martin a call (866-567-1404) so she can get it set up. A new finance agreement will need to be signed. This is not something that can be done on the JSA Premium Finance website.
JSA does not need original applications. Faxed or emailed copies are sufficient.
Georgia, Maryland, North Carolina, South Carolina, Tennessee and Virginia
No. When you process a certificate on our website, it automatically attaches a copy of that certificate to our file.
Yes, as long as they are all written through JSA. Make sure to include all premiums, fees, and taxes for each policy when setting up the finance agreement.
You can keep your commission before sending in payment. It is calculated off the base premium. The amount shown on the invoice due to JSA is the total amount less your commission. If for some reason you do not keep your commission out before you send payment in, JSA will return your commission to you.
We aim to get our renewal quotes out 30 days before the renewal expiration date, however please remember it is your responsibility to maintain your own renewal expiration list. There are a few exceptions where we might be waiting on a required application or waiting on the company to send us a quote. With these we will get the quote out as soon as we can.