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Trust Account Management is an intrinsic part
of the P&C Agency management structure
Our Value Proposition to P&C Independent Insurance Agents and Brokers
- Implement a new more efficient business model
- Manage agency commission income at virtually no cost to the agency
- Manage agency trust account to become a profit center
- Increase profit margin by 20% or more
- Remove CSRs and sales personnel from the invoice and follow-up process
- Enable agencies to grow organically with no additional payroll expenses
- Comply with fiduciary regulatory mandates
The Paulmar business model offers P&C insurance agencies the opportunity to outsource the trust account financial solvency management and become standard sales and service operations. Trust account service is similar to the payroll service.
Paulmar offers three trust account services:
NOBL Services do not compete with current agency management products such as AMS or Applied Systems. NOBL Services’ objective is to enhance these products’ management performance and ultimately render client insurance agencies more productive and more profitable .
AMS and Applied Systems are trademarks of AMS Services, Inc. and Applied Systems, Inc., respectively.
Last Updated: February 2, 2010
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