Financing insurance premiums requires a specialized software application. It involves many Federal and State compliance issues.
Rather than giving the task to your in-house programming staff, talk to us and consider using our FinanceMaster® software. It can be the ‘engine’ into which you import new business and payments and from which you export data to your own software system.
We are anxious to become involved in your plans to enhance your software systems. We understand that you have complete control over the book of business that you finance. However if you choose to give your agents the additional flexibility of “outside financing” then you may rest assured that our software will manage and process that business most effectively.
Our FinanceMaster® software system has many features that will help you provide better service to your producers:
Your agents can have instant real-time access to their insured’s account simply by logging into your web site.
While at your web site, agents and/or insureds can post payments, agents can 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 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 importing of new accounts and/or payments.
Let’s discuss your situation and plans for growth and interaction with other vendor software. We possess the expertise to help you and your staff!
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.
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. Â 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.