Agent Quote (cont.)

Premium Finance Software Information Request
Contact
PF Manager 98
Agent Quote
Support

 

 

 

More Info

To request additional information please click on the following link and we will gladly mail you product info.
FREE INFORMATION

 

  Feature

  Benefit

Simple Data Entry

bulletMinimum data entry
bulletRemembers items such as agencies, companies, and repeat customers
bulletPre-set parameters such as interest rates and agency fees

No training of agents required, which saves you time and money.

Easy Installation and Updating

bulletUses standard Windows Installer technology
bulletDistribute over the Internet
bulletAutomatic updating over the Internet
bulletDistribution CD's available for each agent which are customized with your company's operating parameters
Quickly gets agents up and running so they can start quoting.

Each agent's system is uniformly setup and automatically kept current!

 

Receive Contracts & Payments Online

bulletNew contracts with electronic signature
bulletDraft information
bulletAgency collected payments
bulletAgency info

Get new contract info quickly over the Internet- no need for faxes or snail mail.

Configuration Parameters

bulletInterest rates
bulletDefault down payment
bulletAgency fees
bulletService fees
bulletHide "unavailable" options on quote entry form
bulletOnline help

Keeps you in control of the financing while presenting a simple quote entry form to the agent.

Premium Finance Agreement

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 Full Reg Z Disclosure

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 Prints your approved forms

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 Prints on plain paper

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 Prints second page (Terms & Conditions)

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 Taxes & Fees not financed

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 Default rates

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 Selectable rate option

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 Enforce down payment

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 Default number payments

Keep your forms approved - no need to reapply to regulatory agency.

Flexible Interest Calculations

bulletPreset fixed rate
bulletTier-rate based on amount financed
bulletVariable APR per contract
bulletVary by policy type or coverage
bulletCan calculate the maximum allowed by law for all 50 states

Allows you to determine interest rates to remain competitive and maximize income.

Agency Printing

bulletPrints your contract on plain paper
bulletPrints first payment notice
bulletPrints payment coupons
bulletNew contract summary
bulletDrafts (OK this needs to be preprinted stock)
bulletAgency transmittals
No  pre-printed forms required, thus no agency supply hassles.  Customer walks out with payment coupons in hand.

Quick Payment Calculator

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Minimal data entry, premium and one click

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Multi-state operation

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Full financial disclosure

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Default down payment and rates

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Rate Selection Option

Just enter the premium amount and payments are automatically calculated.  This is the fastest way to calculate payments with minimal data entry.

Up

Guarantee

To provide you with peace of mind we offer a 45-day money back guarantee.  We want you to be 100% satisfied with our products and service.

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