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

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