About Us

Paulmar Group, LLC (Paulmar) is a pioneer in insurance trust account management services. Paulmar has developed an innovative concept of trust account management outsourcing, the technology necessary to support it and techniques for remote service delivery using the Internet.

Paulmar Group is a privately owned Southern California-based service company. Paulmar Group founders have broad experience in the day-to-day management of insurance premium funds, operations management, working knowledge of accounting and financial management as well as analysis and software development.

As the independent agency system becomes more efficient and more profitable through the outsourcing of premium funds management, tighter controls over premium fiduciary funds will reassure insurance carriers and regulators the funds are adequately managed in accordance with Insurance Code mandates.

Our Vision

Paulmar Group’s vision for the P&C insurance brokerage industry is to see three objectives accomlished:

• Enable P&C insurance agencies to outsource trust account management and re-organize themselves into standard sales and service operations;
  
• Focus their resources exclusively on sales and service of insurance products;
  
• Establish a uniform premium financial solvency reporting model throughout the independent insurance agency system.

Paulmar Group believes a new management culture is on the horizon in the independent agency system. More research and development is currently underway to integrate premium management operations of the industry’s three major players: retailers, general managing agents (GMAs) and carriers. The goal is to render the independent agency system highly efficient and prevent premium financial insolvencies.