Premium Finance Manager Features and Benefits

 

Feature

Benefit

Contract Entry and Editing

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bulletSearch on any entry
bulletSort by any entry
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Change Due Date

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Increase Loan Term

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Endorsements

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Increase/Decrease Premiums

Allows you to adjust the contract to satisfy each customer's unique requirements.

Fast Data Entry

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Remembers items such as agencies, companies, and repeat customers

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No mouse required for faster entry

Reduced time for data entry saves time and labor expenses, as well as  reduces operator fatigue.

Manage Delinquent Accounts

bulletLate/Cancellation Notices
bulletSecond Notice Option
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View accounts before sending notices or applying late fees

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By account delay/prevent late fees or notices

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View all late accounts

Keeps you in control of delinquent accounts. Avoids unnecessary late fees, reversals, or reinstatements.

Flexible Interest Calculations

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Preset fixed rate

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Tier-rate based on amount financed

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Variable APR per contract

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

Choice of Printer Types

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Dot-matrix

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Laser - Plain paper
Contracts
Coupons (Perforated)
Intent to Cancel
Cancellation Notice
Reports

Use either low-cost dot-matrix with pre-printed forms or laser printer with plain paper for a modern, professional look.

Calculators

bulletQuick Payment Calculator
Calculates all financial results
bulletReturn Premium Calculator
Calculates the refund amount for terminated contracts.
Just enter the premium amount and payments for 3,6,8,9 and user selectable are automatically calculated.  This is the fastest way to calculate payments with minimal data entry.

Reports

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New Contract Summary

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Delinquent Accounts

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Accounts Receivable

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Income Breakdown.

Provides clear reports to determine the status of your business.

 

 
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