We understand the importance of having payment options for agents and insureds. Also, we know some insurance companies require agencies to upload payments when binding a policy. Which means funds must be upfront. Other companies require payment within ten days, so insureds must have the capital on hand. Once a down payment and signed agreement have been collected the financing process will begin.
SIMPLE STEPS TO PREMIUM FINANCING
SET UP ACCOUNT
BECOME A CLIENT
AGENT & CUSTOMER SIGN
TO SOUTHERN ACCESS CAPITAL
AND FUNDS THE POLICY
Your Coverages, Our Solutions
Directors and Officers
Errors and Omissions
Some of the Features
Offering a range of flexible terms for paying insurance premiums monthly. We
accept credit cards, checks, and e-payments.
Providing in house monthly billing services
to communicate account status and
assistance for managing payments.
Devoted team members are available to
deliver timely responses with quotes and
answer any specific questions.
The mobile site allows agents and insureds
to view their accounts or make payments
without having to download an app.
There are several different billing
options including monthly auto drafts,
monthly invoicing and coupon books.
Customer service options for agents
and insureds to make changes to their
account from anywhere.
Agents have the ability to gather data
and search for specific information for
their insureds using the ‘Reports’ tab.
Online quoting for agents to generate
finance agreements and submit to our
team for processing.
There is a convenient e-signature feature
on premium finance agreements and
additional premium requests.