Funding Guide: Daily Preferred

Written by Aimee Reynard
Updated 1 year ago

No up front prefund. Clients are billed for Claims Activity with
a Preferred Funding Fee per transaction, starting at 2.997%

Your To-Do List

Review Daily Invoices Within Client Portal

Each day new invoices will post in the client portal based on the prior
days claim activity. (No invoices will post if there was no claims activity
the day prior.)

  • Those listed on the account with invoice access will receive an email
    notice each time a new invoice generates.
  • The Reserve Fee will automatically show on the invoice for your records.
  • No need to send a check payment! The invoice total will be deducted from
    the bank account within 24-48 hours of the invoice being generated.
  • Invoices will always be available within the portal and can be exported
    via PDF or Excel.

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