Policy Preservation Process

Policy preservation solutions

Our exclusive process safeguards insured relationships in a number of beneficial ways:

Keeps insureds updated throughout the billing cycle (according to specified direction of agent or broker) to facilitate prompt payments and avoid policy cancellations
Provides insureds a clear understanding of payment obligations
Preserves the insured's coverage and maintains agency revenue
Reduces agency account servicing costs
Strengthens your agency’s receivables management
Frees up agency personnel to focus on more productive work—like developing closer relationships with insureds

Interested in establishing a relationship? Let's start a conversation.

We provide customized, real-world solutions.

We treat every premium finance relationship as a partnership, and we work with you every step of the way.