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About Us
Paulmar Group, LLC (Paulmar) is a pioneer
in insurance trust accounting and financial solvency
management services. Paulmar has developed an innovative trust
accounting system that leverages the practical benefits of
outsourcing.
Paulmar
Group is a privately owned Southern California-based service
company with main office in Lake Forest, Orange County, CA.
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, tighter controls over premium fiduciary funds will
reassure insurance carriers and regulators the funds are
adequately managed in accordance with Insurance Code mandates.
Paulmar has dedicated significant resources and years of
research to achieve these goals.
Our
Vision
Our
vision of the P&C insurance brokerage industry has three
objectives in focus:
·
Enable
P&C insurance agencies to outsource their trust accounting
and financial solvency management and re-organize themselves
into standard sales and service
operations;
·
Help
agencies focus their resources exclusively on sales and
service;
·
Establish a uniform reporting system of premium
financial solvency 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.
Publications
Paulmar
founders have developed unique expertise in insurance trust
account financial management. They developed new Trust Ledger
TM
accounting for premium and return premium transactions and the
concept of premium financial solvency management. They also developed the insurance Trust
Account Technology
TM.
Click
here for links to articles
published by the Paulmar Principals during the past several
years.
Paulmar
Group Principals
Chris Marinescu, CEO
LinkedIn
profile
Email:
chris@paulmargroup.com
Phone:
800/830-9093
Emma Hart
LinkedIn
profile
Email:
emma@paulmargroup.com
Phone:
800/830-9093
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