Jessica Motyka, Business Solutions Analyst | BankDirect Capital Finance | #NetVUSilverPartner
The premium finance agreement is the backbone of the premium finance transaction. You want your PFA completed quickly and accurately to meet your customers’ needs as promptly as possible. Your premium finance partner is an expert at this.
At BankDirect we also know the value of empowering agents. With the power to create what you need when you need it, you are in control when a PFA is needed after hours or there is an exceptionally limited lead time.
One of our agents, Sandy T. in California, wholeheartedly agrees, “We always create our own Premium Finance Agreements. They are quick, easy, and available immediately to send to our clients.” Whether you are new to the industry or a seasoned professional, here are 3 reasons to consider creating your own PFAs.
EASE
BankDirect strives to make premium finance the easiest part of your day and creating your own PFA is no exception. You’re not going to find complicated or cluttered screens. You’ll be pleased to discover short and simple pages, designed to be user friendly, and most importantly, stress free! Work at your own pace and save at any time during the process to come back later if needed. When you are finished, it’s simple to print, save, or email the agreement directly to your insured.
EFFICIENCY
Saving time is a meaningful benefit to creating your own premium finance agreement. It takes just one click to copy a quote from last year to this year. The gold star option in our platform allows you to favorite your most used companies and sets them at the top of the list for quick findability. Imagine, creating a quote and printing a copy for signature in less than 3 minutes! Your business, at your speed!
EMPOWERMENT
“Leaders become great not because of their power, but because of their ability to empower others.” – John Maxwell
The ability to create your own PFA puts you in the driver’s seat. It expands your options. It adds another tool to your toolbelt. You can still reach out to your premium finance partner for assistance, and at BankDirect we are always here and ready to help. But the ability to create your own PFA simply increases your output ability. Now that’s real power!
Choose a premium finance partner that makes you feel confident and supported. At BankDirect, we deliver above and beyond that expectation. Whether you create your own PFA or have us complete the process, we will always be here for you.
How easy is that!
Check out this free webinar:
YES! You can create your own premium finance agreement
Questions or Thoughts? Email us at solutions@bankdirectcapital.com
Author bio:
Jessica Motyka – Business Solutions Analyst at BankDirect Capital Finance, a diversified financial services company and leading premium finance provider. My professional passion is making sure the sales team has what they need to present excellence to our valued clients. My personal passion is with Kirk Players, a nonprofit theatre organization.
MORE ABOUT BANKDIRECT:
Aspiring to excellence in premium finance, we listen closely and work collaboratively to meet the needs of both our agent partners and their insureds. Keeping integrity at the heart of our company guides us in cultivating relationships of mutual trust and respect. As one of the largest commercial premium finance companies in both strength and expertise, our passion is to deliver value beyond our competitive rates and terms and to make premium finance the easiest part of your day.
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