Insurance Premium Funding Software
Owning and operating your own premium funding business allows you to build value and wealth, by creating a new income stream from your existing client base, as well as improving client retention by providing diverse and flexible payment options.
The FlexiFundIt Premium Funding Software is a unique, intelligent cloud-based software program that incorporates all the systems, procedures and documentation you need to run your own premium funding company. Our advanced software solution integrates key aspects of your operations, creating a unified structure for managing your business internally. From tracking payments to basic administrative tasks to in-depth reports and assessments, our funding software will arm you with features that can transform the way you think about premium funding.
No matter how large or small your company may be, you’ll find it easy to use our software in your business. This software is well suited to the Insurance industry and can help you manage payments from your clients. With its simple design and user-friendly features, FlexiFundIt Premium Funding will allow you to leverage better and grow smarter.
Contact our team today to find out more about how FlexiFundIt’s software can drive your business forward.
At FlexiFundIt, we don’t just see ourselves offering you advanced funding software solutions, we also create partnerships by offering advice and guidance to get you started as well as continual mentorship and support.
About Our Software
Our Premium Funding Software is designed to power your premium funding business, giving you the tools you need to take full control of your daily operations. It’s designed to manage and automate key activities in your business such as:
- Financial Agreements
- Daily accounting and administrative tasks
- Supplying Quotes
- Creating Loans
- Creditor and Debtor Management
FlexiFundIt’s software arms you with all the tools and features you need to start or run your existing Premium funding business.
- All-in-One System – The FlexiFundIt Funding Software manages all your loans from start to finish. It provides you with all the important tools and reports you need in one simple, easy-to-use system.
- Mobile Access – Keep track of changes and manage your business on the go. We’ve developed our software specifically for the cloud, allowing you to access it from your phone or mobile device whenever you want. This 24/7 access ensures you can always monitor progress and manage activities, even if you’re out of the office.
- Multiple Branches and Users – Our software can be scaled up or down according to business size and needs. We’ve designed it so that it can be used and accessed by multiple users at the same time, even from different branches or locations.
- Electronic Interface with Third Parties – Get seamless access to major banks and external creditors with a built-in electronic interface with third-parties. This interface makes collections and the acceptance of financial statements faster and easier than ever before.
- Loan Management for the Life of Contract – Gain comprehensive loan management capabilities for every client throughout the duration of their contracts. Pull up important details on demand such as payment schedules, due dates, loan statuses, and contract details.
- Reporting System – Monitor progress with detailed reports that provide accurate information and the most updated data.
- Flexible Payment Method for Clients – Set up your system to receive multiple forms of payment or collections, creating more options for doing business with clients and customers.
- Technical Support – The software comes with full technical support, so you’ll always have access to our support staff whenever you need it. Our system comes with a LiveChat feature that connects you with our support team. It also features a ticketing system for more in-depth requests and assistance with our staff. And if you’re out of the office, we can even set up Skype support sessions and remote access capabilities.
Advantages of Our Insurance Premium Funding Software?
Our premium funding software is designed to do most of the hard work for you, taking care of everything from the supply of quotes to the tracking of payments. You can also set up our software to handle daily the management of loans and administrative tasks, saving you time and effort throughout the day. The software features allow you to focus on your most important tasks, helping you drive productivity and efficiency in your work.
Because every business is different, we’ve designed our letters and templates to be customisable at every key level. You can modify these in our software to match the way you correspond and communicate to your clients as well to the way you do business, ensuring this can be tailor-made for your company. Whether you require basic finance software or a special payment system catering to your unique services, we can help you set it all up easily in our software.
Keep track of all the important details in every loan, contract, or transaction with our software’s built-in recording and tracking capabilities. Track changes in quotes, review updates oncontracts, and monitor progress in payments and collections – all with a few searches and clicks. With the FlexiFundIt, managing and reviewing accounts will be as easy as looking into your system and pulling up the information you need.
With FlexiFundIt, you control the premium funding relationship with your client. Our advanced premium funding software provides comprehensive management capabilities for your premium funding business, giving you full control. Review accounts, make adjustments, and implement audits and checks whenever you need to.
Funding Software that Powers Your Business
Manage your business the way you want with the FlexiFundIt software. Our advanced funding software provides you with all the essential tools for your premium funding business, giving you everything you need to make sure your business runs smoothly every day. From automating basic tasks to providing in-depth performance data and metrics for better management, our software will give you everything you need to take your premium funding business to new heights.
If you need more information about what our software can do for your business, please get in touch with our team to get the answers you need.Contact Us