Paulmar Group
Automation and solutions for P&C independent insurance retailers.
Paulmar Group, LLC is home to Paulmar Trust Accounting and Paulmar Education. One automates the insurance trust account. The other teaches the fiduciary duty behind it. Choose a site below to continue.
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Paulmar Trust Accounting
All trust account processes are automated: receivables, bank deposits, agency earned commission, premium remittance to insurance carriers, return premium refunds and non-fiduciary funds. The trust financial solvency reporting system includes Trust Balance Sheets, Trust Float Statements, Statements of Trust Funds Beneficiaries and Trust Financial Solvency Reports.
Visit Trust Accounting Continuing EducationPaulmar Education
Continuing education classes on insurance fiduciary duty and trust account solvency. They teach why premium held in trust needs fiduciary accounting, and why the regular accounting software most retailers rely on can’t provide it.
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