Loading...

SOLUTIONS

You are here : Home / SOLUTIONS

SPREAD OUT INSURANCE COSTS

 

We understand the importance of having payment options for agents and insureds. Also, we know some insurance companies require agencies to upload payments when binding a policy. Which means funds must be upfront. Other companies require payment within ten days, so insureds must have the capital on hand.

Once a down payment and signed agreement have been collected the financing process will begin.

Our Cloud-based software allows users to view, manage, and add polices or endorsements with one monthly payment.

Payment Options

Offering a range of flexible terms for paying insurance premiums monthly. We accept credit cards, checks, and e-payments.

Cancellation Prevention

Providing in house monthly billing services to communicate account status and assistance for managing payments.

Service!

Devoted team members are available to deliver timely responses with quotes and answer any specific questions.

Mobile Site

The mobile site allows agents and insureds to view their accounts or make payments via their smart phone without having to download an app.

Billing Options

There are several different billing options including monthly auto drafts, monthly invoicing and coupon books.

Account Management

Customer service options for agents and insureds to make changes to their account from anywhere.

Reporting

Agents have the ability to gather data and search for specific information for their insureds using the ‘Reports’ tab.

Quoting

Online quoting for agents to generate finance agreements and submit to our team for processing.

E-signature Option

There is a convenient E-signature feature on premium finance agreements and additional premium requests.