Client Direct Finance
We are your Premium Financing provider of choice. We make financing for your insured’s policies the easiest and most efficient way possible. With our state of the art system you can access quotes and account information directly online and save time and avoid numerous frustrating telephone calls.
Client Direct offers a variety of features that may be customized to meet your needs. Our finance plans include:
Flexible payment options with no pre-payment penalties
Attractive rates and terms
Seasonal billing opportunities
Convenient funding alternatives
Client Direct provides easy-to-use technology to assist our agents with their daily financing demands. Our website enables the user to produce premium finance agreements, review client history and manage accounts, as well as communicate with the local branch office. We offer integration with agency management systems, including those produced by Vertafore and Applied. Our skilled Information Technology team can also accommodate custom integrations in certain circumstances.
Client Direct also enables agencies to actively manage their clients’ accounts online. Examples of the specific capabilities available include:
Policy number updates
Print invoices and other notices
Verify funding details
Make payments on behalf of insured
Flexible interest rates
Multiple payment options
100% Web based
Direct Login to account information
Multiple user access
Electronic signature capabilities
Can we "EARN YOUR BUSINESS TODAY?" Contact us for more information.