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What's Involved
What To Look For
 

What To Look For In An Outside “Own Your Own” Premium Finance Provider 

  • Experienced personnel with in-depth knowledge of premium finance, insurance, compliance and accounting issues
  • Proprietary technology designed specifically for “own your own” premium financing with provider-owned code to facilitate modification and customization
  • Process expertise and an in-house turnkey system that can handle everything from start-up to running day-to-day operations
  • Strong information technology focus
  • Flexible technology that can be adapted to your specific business needs, workflow, distribution  
  • Ability and systems to do business in multiple states
  • Disaster recovery plan that includes a full off-premises back-up system
  • Robust business-to-business and business-to-consumer capabilities
  • Commitment to quality with strong internal controls supported by an SAS 70 audit (level 2)
  • Chain and notification requirements
  • A proven track record and strong reputation with customers and regulators

 

 

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