HR Consulting Insurance Services & Brokers
$200,000 to $999,999
Apr. 2017 - Ongoing

4.5

Quality: 4.0

Schedule: 4.0

Cost: 4.5

Willing to Refer: 4.5

"They provide reliable, cost-effective financing solutions for insurance premiums."

May 6, 2022

Account Manager, Insurance Company

Anonymous

Business services
Fort Lauderdale, Florida
1,001-5,000 Employees
Survey Response

First Insurance Funding is helping an insurance company's policyholders finance their insurance premium. They issue quotes online and provide new terms that save insureds from paying annual premiums at once.

First Insurance Funding finance about 20% of the client's insurance premiums. As a result, the client has retained policyholders that they may not have been able to keep without the financing options. Overall, they provide reliable and cost-effective financing solutions.

BACKGROUND

Briefly describe what your company does and your role there.

Insurance agents. I am an account manager handling day-to-day insurance needs and transactions.

OPPORTUNITY / CHALLENGE

What were your company's goals when you started looking for a partner?

They provide reliable, cost-effective financing solutions for insurance premiums.

SOLUTION

Describe the scope of your partner's work with your company. Please include a summary of any key tasks or deliverables.

About 20% of premiums are financed through this service. Agents quote online and provide terms to insureds who would otherwise need to pay 100% of large annual premiums at once.

How many people does your company work with?

10+

How did you find this provider?

Referral

Why did you choose to work with them?

Good value for cost
Referred to me by a trusted source
Company values aligned

RESULTS & FEEDBACK

What are the results or deliverables of this partnership that demonstrate progress or success?

Client retention that we may not have been able to achieve without financing options.

How does your team communicate with this service provider?

In-Person Meetings
Virtual Meetings
Phone calls
Email or Messaging App

Are there any areas for improvement or something this service provider could have done differently?

Better online support where we can handle most transactions on our end.

RATINGS

4.5

First Insurance Funding

Premium Finance. Simplified.

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