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Agency Tools
Financing
IPFS Premium Finance Submission
1
Customer Info
2
Payment Info
Finance Submission ID
Enter Agency ID #
*
Hidden
SmartRisk ID #
Premium Financing is ONLY available to SmartRisk members.
Business Name
*
Choose the most accurate cross-sell opportunity for this client.
*
We're writing other policies for this insured.
We have Dec pages for other lines of business.
Other
Please provide details for why no other policies are being written and Dec pages were not acquired.
*
Line of Business
*
Expiration Date
*
MM slash DD slash YYYY
Effective Date
*
MM slash DD slash YYYY
Estimated Premium
*
Add Another Policy
Line of Business
*
Expiration Date
*
MM slash DD slash YYYY
Effective Date
*
MM slash DD slash YYYY
Estimated Premium
*
Add Another Policy
Line of Business
*
Expiration Date
*
MM slash DD slash YYYY
Effective Date
*
MM slash DD slash YYYY
Estimated Premium
*
Down Payment Amount
*
This amount will be drafted by the finance company from your agencies premium account.
Draft Account Number (Last 4 Digits)
*
Provide the last 4 digits of your premium account number.
Premium Finance Agreement Upload
*
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Max. file size: 512 MB.
Drag and drop files to this box, or search via the link above to select your files for upload.
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