Custom Insurance Solutions (CIS)has entered into a marketing and product integration agreement with FinancePro (FP), a developer of web-based premium finance software.
Under the terms of the contract, CIS will retain exclusive rights to market FinancePro software in the MGA / wholesale marketplace. Also, CIS and FP will partner to provide integration between CIS’s Agency Information Manager (AIM) and the FinancePro software.
Eric Winch, manager director of CIS, explained the decision in partnering with FinancePro, “based on feedback from our clients and after reviewing all software options related to premium financing, FinancePro was clearly the best option for our MGA customer base. FinancePro provides the latest technology, is accessible via the web (24 hours a day), and is a true real time application. Also, FinancePro provides excellent customer service, product training, and on going software development of their product.”
Harry Snyder, president of FinancePro, added, “FinancePro is
extremely pleased to have a high quality organization like CIS represent our premium finance software in the MGA/wholesaler marketplace.”
Regarding the integration phase, Snyder noted, “the integration of AIM and FinancePro will provide a complete single-entry software solution, utilizing the leading products available in the agency management (AIM) and premium finance (FinancePro) software arena. CIS’s software expertise and in depth knowledge of the MGA/wholesale market will assist FinancePro in its continuing efforts to increase the efficiencies of MGA-owned premium finance companies using our web-based software.”
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