Premium Financing
Columbia Pacific Finance and GST Software have partnered to create a tech-based platform that connects you to your Insureds like never before. By utilizing our all-inclusive Agency dashboard, you can eliminate paperwork that robs you of the most precious commodity in your business - Time
Features that deliver value to your Customers
Text quotes to Clients
Send quotes to your Clients directly from the GST dashboard
Auto reminders to start PFAs
When your Client signs the Premium Financing Agreement, we’ll send you a reminder to start the Agreement with Columbia Pacific Finance
Referral fees for growing your business
Set up referral fee or Agency override for each contract separately
Electronic signatures
Use our built-in electronic signature feature and collect your Client’s signature safely and in seconds
Columbia Pacific Finance drafts down payments
We give you an option to collect down payment yourself or let Columbia Pacific Finance draft a plan for down payments
Missed payments are no longer an issue
Columbia Pacific Finance will take care of reminding your Insureds on missed payments
Emailing monthly invoices
Our Premium Financing provider will take care of emailing monthly invoices to your Clients
Quarterly renewal reports
It’s important to stay on top of the process, so you’ll receive regular quarterly renewal reports
The simplest and fastest Premium Financing Service
Get the quote and send text and/or email to your Client in a few easy steps
Enter your Client information or select previously entered Client from the list
Click to see full-size image
Click to see full-size image
Insert policy information
Option to add an Agent override and see the real-time calculation
Get a Quote and send text and/or message to your Client
Send and receive your Client’s Electronic signature, or print and upload manually signed documents
