Premium Finance Tracker Agent

Tracks premium finance agreements and reconciles payments

What you need to use this

  • ✓ Agency Management System
  • ✓ Finance Company Portals
  • ✓ Accounting

What this agent does

  • Monitors premium finance agreements
  • Tracks finance company payments
  • Alerts on cancelled agreements
  • Reconciles finance company statements

Examples of work it does

→ Prevented policy lapse from cancelled finance agreement

→ Reconciled $50K in finance company payments

→ Identified payment discrepancy before cancellation

How to get started

1

Pick

Choose this agent for your business

2

Connect

Give it access

3

Done

Pay when work is done.

Ready to get this agent?

Let's talk about how this fits your business

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