Managing General Agents

FinanceMaster® Increases Your Profits

Thirty years of experience in your industry has given us an excellent understanding of your environment. We are anxious to become involved in your plans to enhance your software systems.

Case studies of our Managing General Agents reveal they outsourced their finance business or they had their own or a competitive software package. Regardless of the situation, we have successfully transitioned Managing General Agents to our FinanceMaster® software system.

Our web-based point-of-sale agent portal is used by thousands of agents throughout North America.

FinanceMaster® provides:

Managed Cloud Premium Finance System
  • Real-Time Data on the Web
  • Inquire and make payments to existing accounts
  • Quote new business and print Invoice/Coupon and Finance Agreements
  • Quoting can include agent bonus options

FinanceMaster® is robust, comprehensive and open 24/7/365. Yet it offers a short learning curve. 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.

We understand that you want seamless integration with your rating software system(s). You may want to transparently transition from your site to ours without requiring the user to login again. We have been doing that for years using our proprietary FinanceMaster® web services that communicate with your rating software using an XML data packet.

Please ask us for details and a demonstration. We will meet or exceed your expectations. We will save you money and time.

The reporting capabilities of FinanceMaster® include the selection of agents by state and includes the export of reports to email, fax or Excel.

Other features of FinanceMaster® that will decrease your labor costs include the import of new accounts and/or payments.

Your main focal point is your General Agency. Our FinanceMaster® team of experts can help you:

  • Automate the financing
  • Provide guidance with compliance issues
  • Obtain licenses when required by the State

Please give us the opportunity to discuss your present situation with you.

What are your plans for growth?

How can we interact with your other Managing General Agent software?

How can we help build agent loyalty?

FinanceMaster® Testimonials:
Florence, SC

Finance Master software is very easy to use and I find it meets our needs at Banker's Premium. We are a small company but the software offers a lot of options that we can use. I would highly recommend this software to any company just beginning or one that is ready for a change. The staff has been great and prompt in helping us manage our accounts. Thanks for all you do!

Amarillo, TX

After working out all the small details, Finance Master has been my friend !!! Balances have stayed true and information being pulled into QuickBooks has also maintained.

Atlanta, GA

We appreciate your expertise and valued services to us to run this premium financing company software tools error free and pain less.

We also grateful to Art, Kris and the entire team at AIS for their continued service and support.


I have been working with Finance Master for 11 years. My experience with the program itself has been Great! Minimal problems which have always been solved within a timely matter. The staff (Kris) has continually through the years been available at a moments notice for help when needed. I recommend their program "highly" to anyone looking.

Nacogdoches, TX

I would like to take this opportunity to give a big thumbs-up to Advanced Insurance Systems and the WinFM software. The software is so user friendly! It is easy to navigate and makes the whole work experience enjoyable. If questions do arise, the tech support is fantastic - no issue is too small or too trivial; you get detailed, understandable answers to your questions and concerns. I have used other premium finance software, but WinFM is the very best. I would recommend it to anyone!


My experience with Finance Master software has been a learning experience. I have found the software to be fairly easy to use. The account view and the posting of payments is very user friendly. Cannot think of anything that needs to be changed or made any easier. Thanks.

 Portsmouth, OH

I just wanted to send you a note regarding your Finance Master software that we have been using for the past year. Our corporate motto is -We Make it Easy. Your software certainly makes it easy for me to fulfill this promise to our customers. The software is user friendly and your support staff is outstanding. Thanks again for your dedication to your product.

Get Started Today


Do you want to manage your FinanceMaster® Software in your own private data center or use our FinanceMaster® Managed Cloud Service? Either way you can't lose.

Our team of software and technology experts will be with you every step of the way.

Click here to request a FREE No-Obligation Demo.