Skip to content
Modern Partner Guide
Share
Explore

icon picker
Launch guide

Design

Set program requirements
0
Item
Details
Notes
1
Who is eligible to enroll?
Biller sets their maximum price / percentage of bill During enrollment, we check whether the Bill Protect price is within the Biller’s configured threshold
Open
2
When is user eligible to activate protection?
How many days before or after the payment due date is the customer eligible to activate protection?
Open
3
Is renewal available and if so, what are the requirements
Biller sets if renewal is possible Biller sets number of intervals consecutive and per year
Open
4
Biller sets integration type
Biller choose between stripe, manual and custom implementation Subset of options available depending on the implementation choice
Open
There are no rows in this table
Define customer journey
0
Name
Details
Notes
1
Campaign
Design the initial touchpoint or campaign to promote Bill Protect to customers.
Open
2
Enrollment
When a customer is presented with Bill Protect, they must complete enrollment to determine if they are eligible.
Once enrollment, customer can activate protection within the window defined in the program configuration
Open
3
Activation
After customer is retained, what does the partner do to reactivate the customer to drive LTV?
Open
4
Renewal
Once your customer repays Modern in full, the customer’s protection policy is automatically renewed
How will partner provide Modern will the new plan details for the new protection policy (e.g. plan amount, due date)?
Open
There are no rows in this table

Implementation

Task
Complete
Level of effort
Options
Notes
Provide Modern with customer’s unique ID, bill amount, payment due date
3
3
NO TECH
Partner triggers campaign and passes parameters in campaign URL
Open
NO TECH
Partner authorizes Modern to read access to payments / billing system (e.g. Stripe)
Open
LOW
Partner sends request to Modern API to trigger Modern’s automated campaign
Open
Modern to inform Partner in real-time or same-day when protection is activated and mark customer as paid
3
3
NO TECH
Modern triggers email
Open
NO TECH
Modern initiates guest payment on behalf of end-customer
Open
MEDIUM
Partner exposes API to payments or billing system
Open
Set up disbursement flow of funds to partner
3
3
NO TECH
Monthly batch ACH
Open
NO TECH
Modern initiates guest payment on behalf of end-customer
Open
LOW
Modern calls Partner’s API to initiate real-time payment
Open
Modern to inform Partner when customer has repaid protection
2
2
NO TECH
Monthly CSV export
Open
LOW
Modern built webhook for Partner to listen
Open
Partner to provide Modern with renewed plan data once customer has repaid protection (plan amount, plan name, due date)
3
3
NO TECH
Partner triggers campaign and passes parameters in campaign URL
Open
NO TECH
Partner authorizes Modern to read access to payments / billing system (e.g. Stripe)
Open
LOW
Partner sends request to Modern API to trigger Modern’s automated campaign
Open

Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.