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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