Policy preservation solutions

Our exclusive process safeguards insured relationships in a number of beneficial ways:

  • Keeps insureds updated throughout the billing cycle (according to specified direction of agent or broker) to facilitate prompt payments and avoid policy cancellations
  • Provides insureds a clear understanding of payment obligations
  • Preserves the insured's coverage and maintains agency revenue
  • Reduces agency account servicing costs
  • Strengthens your agency’s receivables management
  • Frees up agency personnel to focus on more productive work—like developing closer relationships with insureds

Next steps

Get in touch

Interested in establishing a relationship? Let's start a conversation.

Explore our solutions

We provide customized, real-world solutions.

Discover our benefits

We treat every premium finance relationship as a partnership, and we work with you every step of the way.

Loans may be subject to credit approval.

Branch Banking and Trust Company is now Truist Bank. Learn more(opens in a new tab)