Independent Premium Finance Companies

FinanceMaster® Software for Success

More than most, you are a sophisticated user. You carefully monitor profitability and we will provide you with the tools to do so:

Managed Cloud Premium Finance System

  • FinanceMaster® provides search criteria for reports so you can analyze production, cancellations and write-offs.
  • The ‘Control Summary Report’ offers an analysis of your receivables by account status, ageing, agent, state, line of business, etc…
  • FinanceMaster® offers you the ability to utilize exception reporting so instead of viewing pages and pages of ‘normal’ business you can target the exceptions.
  • Though we pride ourselves on the library of reports offered in FinanceMaster®, we also give you the option to export data to Excel.

When you’re competing for business, you must be able to offer unlimited customizable and flexible rate plans. FinanceMaster® provides you with the means to do so.

You enter the parameters for quoting and processing accounts that can easily vary by agent or state or line of business.

If the agent exceeds the parameters (down payment too low or payments too high) the web-based point-of-sale agent portal displays a message to “Please contact the finance company to obtain authorization” so you may choose to give a code to the agent that allows him/her to proceed with the exception.

  • We have gained a great deal of expertise in the insurance premium finance industry during the last thirty years that will prove most helpful as we discuss your particular needs.
  • Our standard features will allow you to customize the FinanceMaster® 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 FinanceMaster® and how you can use its software “switches” to turn features ON or OFF for different STATES, AGENTS or LINES OF BUSINESS.
  • FinanceMaster® contains robust and practical bonus routines over which you have complete control by state and agent. The agent’s web-based portal allows the agents to choose the bonus level they want subject to the restrictions you put into place.
  • All of the FinanceMaster® forms can be sent by email which is particularly economical in those states that permit the emailing of critical forms.
  • 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 and real time or batch posting.
  • FinanceMaster® can reside on your network or our cloud where we handle all maintenance including backups and you realize a significant reduction in up-front costs!
  • The FinanceMaster® web services provide the means by which you can interact with the software of managing general agents or others for which you might offer private-label or special programs.

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?

FinanceMaster® Testimonials:
A.G.
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!

C.D.
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.

DW
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.

LB
Akron,OH

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.

B.P.
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!

T.J.
WILMINGTON, NC

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.

R.E.
 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.