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SOLUTIONS

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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.

Billing Methods

Monthly Invoicing

Coupon Books

Recurring Drafts

Payment Options

Over the phone

Recurring Draft

Mail

ACH

Technology

Internet Quoting

Agreements printed in your office

Online Reports

Secured

Processing times are 24 to 48 hours. Same day funding is available.