Premium Finance Quote Software

 

The Agent's Quote Module is a modern easy-to-use Windows application for quoting insurance premium financing.  This application is easily customized to meet your requirements.  Ease- of- use is one of the primary features of the Agent's Quote Module.

 

Feature

Benefit

Simple Data Entry

Premium Finance Manager Software Full Version

bulletMinimum data entry
bulletRemembers items such as agencies, companies, and repeat customers
bulletPre-set parameters such as interest rates and agency fees
No training of agents required, which saves you time and money.

Easy Installation

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bulletUses standard Windows installation wizards
bulletDistribution CD's available for each agent which are customized with your company operating parameters
Quickly gets agents up and running so they can start quoting.

Each agent's system is uniformly setup.

Configuration Parameters

bulletInterest rate(s)
bulletDefault down payment
bulletAgency fees
bulletService fees by state
bulletHide unavailable parameters on quote entry form
Keeps you in control of the financing while presenting a simple quote entry form to the agent.

Flexible Interest Calculations

bulletPreset fixed rate
bulletTier-rate based on amount financed
bulletVariable APR per contract
Allows you to determine interest rates to remain competitive and maximize income.

Agency Printing

bulletPrints your contract on plain paper
bulletNew contract summary
bulletAgency transmittals
No  pre-printed forms required, thus no agency supply hassles

 
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