Information for:

Quick Links:

Premium Finance Software:

Information for Independent Premium Finance Companies

We have gained a great deal of expertise in the insurance premium finance industry during the last twenty years that will prove most helpful as we discuss your particular needs.

Whether you specialize in personal or commercial or a mixture of both, our flexible system will provide you with the ideal combination of "turn key" and "custom" software.

Our standard features will allow you to customize the WinFM^TM system to suit your needs. Sure, we have Programmers ready to define and create customized programs but first, give us the opportunity to show you the flexibility of WinFM^TM and how you can use its software "switches" to turn features ON or OFF for different STATES, AGENTS or LINES OF BUSINESS.

We know how important it is for you to control DRAFTS and the WinFM^TM system offers you the means to view USED and UNUSED drafts. We also know how competitive it is for you to obtain new producers. Therefore we offer your marketing representatives reports that quickly provide production and cancellation data by AGENT or STATE.

Our software has many features that will help you provide better service to your producers. For example, your agents will have instant access to their accounts simply by logging into your web site. Furthermore, while at your web site, they can post payments, run production and cancellation reports and create new quotes or retrieve existing quotes, including the printing of plain paper finance agreements and coupon books or invoices.

The reporting capabilities of WinFM^TM includes the selection of agents by state and includes the exportation of reports to email, fax or Excel.

Other features of WinFM^TM that will decrease your labor costs include the importation of new accounts and/or payments.

Please give us the opportunity to discuss your present situation with you. What are your plans for growth? How can we interact with your GA software?