Concept & Practice Technology Benefits Service Continuing Education About Us Sample Market Reports

Sample Market Reports About Us Continuing Education Service Benefits Technology Concept & Practice Sample Market Reports

Insurance Trust Account Technology Benefits

Insurance Trust Account Technology enables users to:

  • Focus on core business, sales and service, and become more productive and more efficient;
  • Become compliant with Insurance Code fiduciary mandates;
  • Achieve substantial operating cost reduction;
  • Grow organically up to 25% with no additional payroll;
  • Increase agency profit margin by 20% or more;
  • Report trust financial solvency on as needed basis (unavailable from any agency management system);
  • Report agency production based on sales (not invoices or payments)
  • Manage agency’s earned commission (unavailable from any agency management system)
  • Manage return premium refunds (unavailable from any agency management system);
  • Manage personal funds, especially commission reserve funds maintained in the trust account (unavailable from any agency management system);
  • Reduce E&O risk exposure
  • Reduce operating capital requirements





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