Analysis | Set-Up | Ongoing

Ongoing Service and Maintenance

Once you’re up and running, we handle all the details of your premium finance company for you – from administration, billing and collection to customer service, accounting and auditing.

Our Quik Quote program enables you to arrange premium financing quickly and easily. Data is transmitted directly to AIS via our Epitome® System, so there’s no need for cumbersome pre-printed finance agreements. Electronic transmission also eliminates the delays associated with mail.

Monthly bills mailed to your customers, rather than coupon books, increase client retention. Insureds also have the option of receiving reminders by e-mail, fax or text messaging. Payments can be made by mail, fax, online or by automatic funds transfer. Funds are automatically deposited directly into an account in your name. Safeguards built into Epitome® ensure compliance with state regulations and that bills, late notices and cancellations are sent when they should be. Addresses for third parties authorized to collect funds for insurers are verified on a regular basis to guarantee payments are going where they need to be. Insureds deal directly with us when it comes to billing and/or collections issues, so your people don’t have to.

You have 24/7 access to real-time data on all activity related to your finance company through your premium finance website, including: accounting records, bank balances, month-to-date activity and insured accounts. Copies of late notices, cancellation and reinstatement notices and other correspondence can be faxed or e-mailed to you. At your request, short-term holds can be placed on policies due to cancel. In addition, we provide you with monthly and year-end financial statements and management reports designed to keep you fully informed on the status of your accounts – without bogging you down with paperwork or administrative concerns.

To keep your investment safe and secure, we monitor fluctuations in interest rates and carrier ratings on an ongoing basis to keep you informed of changes that could impact you.