Your feedback has inspired us to regularly enhance our premium financing products and services.

Part of our commitment to leading the way in customer service and advanced technologies includes encouraging feedback from our agents about our systems and services, to improve both what we provide to agents and what they can provide to their customers.

The following is a list of agent-inspired improvements that we have implemented thus far, but progress never stops – and neither do we. We welcome your comments on these enhancements as well as suggestions for new ones.

  • Online Courtesy Cancellation Holds with Confirmation Receipts

    No more calling in for holds or payment reporting.

  • More Payment Options

    Choose between invoices or coupons to remind customers of scheduled payments. Or, offer them the convenience of ACH automatic monthly debiting – helps them eliminate missed/late payments and helps you retain long-term customers.

  • Notification of Accounts to be Cancelled 10 Days in Advance – Twice a Week

    You will receive two notices as opposed to one, allowing you more control and better retention. You also have the option of receiving this report via e-mail or fax – your choice.

  • Electronic Notification (E-mail)/Faxing of All Your Customer Notices

    At your choice, you will be able to receive all notices sent to your customers, such as cancellations, late notices, even reinstatements by e-mail or fax.

  • No More Online Payment Fees!

    You, as the agent, will be able to upload all your customer/agent payments free of charge – just another way we’ve thought of to demonstrate our appreciation for your business.

  • Multiple Maintenance Reports

    You will have statistical new business, top carrier percentages, loss ratios (premium finance company related), holds, cancellations, payment reports both in number and graphical form, giving you a true bird’s eye view of your premium financed portfolio.