Trinity Underwriters Premium Finance Program

Trinity Underwriters Premium Finance Program

A partnership built on trust

AFCO Direct and Trinity Underwriters are proud to provide you and your insureds with a premium payment alternative for policies through Trinity Underwriters.

About Trinity Underwriters

How can we help?

FAQ

We anticipate your premium financing needs.

Process

Learn about the AFCO Direct-Trinity Underwriters premium finance loan process.

Contact us

From technical support to account questions, we're here to help.

Frequently asked questions

Here is a list of frequently asked questions (FAQs) about the Trinity Underwriters Premium Finance Program with AFCO Direct.

 

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Agent can obtain an executable Premium Finance Agreement at the Summary Tab Page within the Trinty Underwriters online quoting portal “Tru”.

Obtain the insured’s signature on PFA and collect the down payment denoted on the PFA made payable to your agency.

As a pioneering leader in premium finance, AFCO Direct supports insurance agencies by providing customized premium finance programs; all while easing administrative duties, improving cash flow and providing digital access to meet both agency and insured’s needs. AFCO Direct is transforming its business with technology designed to assist our clients by providing premium collection, billing, and invoicing solutions.

Please change to 15% down and 10 monthly installments

Rate will vary based on prevailing interest rates and size of annual premium.

Yes, please log into your MyAFCO account to register at myAFCO

Yes as such you will get copies of various delinquency invoices.

Yes.

You can access the insured information via AFCO Direct’s website at afcodirect.com. All you need is the insured's AFCO Direct account number and zip code.

Agent should call AFCO Direct at 877-317-6437. AFCO Direct will adjust and forward a revised executable agreement.

Contact AFCO Direct at 877-317-6437. In many situations, AFCO Direct will add the additional premium to the insured’s outstanding loan without any additional documentation or down payment required.

Trinity Underwriters will forward the return premium to AFCO Direct. AFCO Direct will apply the return premium to the outstanding loan. The remaining loan payments will be adjusted accordingly. The insured will receive an advisory notification from AFCO Direct.

No, commercial policies only.

No, your agency is pre-approved to finance Trinity Underwriters policies. If you want AFCO Direct to finance non-Trinity Underwriters policies, please contact AFCO Direct.

Yes, agent should call AFCO Direct at 877-317-6437.

Premium finance process

Our insurance premium finance process is simple, easy and fast. 

 

Step 1: Quote

Agent can obtain an executable Premium Finance Agreement at the Summary Tab Page within the Trinty Underwriters online quoting portal “Tru”

Step 2: Client agreement

Retail agent collects down payment and executed agreement from insured

Step 3: Agent agreement

Retail agent signs premium finance agreement in producer section of agreement

  • Retail agent retains commission from down payment

Step 4: Submission

Retail agent forward executed PFA to LegacyPFA@afcodirect.com

Step 5: Loan booked

AFCO Direct books loan

  • AFCO Direct begins billing insured
  • AFCO Direct funds loan proceeds to Trinity Underwriters

Contact us

For general questions please email or call at:

To send executed agreements: LegacyPFA@afcodirect.com