For agents and brokers
Bind the right policy today. Let the payments follow.
Give every commercial client an installment option at the moment you present the quote, backed by a finance team that works the way your agency does.
Why agents choose Polfin
Financing that helps you close, not chase
Quote it with the policy
Present coverage and a payment plan together, so price shock does not end the conversation.
A person who picks up
Call or email the same team for quotes, endorsements and account questions.
See every account online
Log in to review your financed accounts and their status whenever you need to.
How it works
Four steps from quote to funded
Request a quote
Send us the carrier, premium, policy dates and the insured's details.
Present the plan
We return a payment schedule you can show your client next to the policy.
Collect and sign
Your client signs the finance agreement and pays the down payment.
We fund the premium
Polfin pays the financed premium and services the installments.
What to have ready
A complete request gets a faster answer
- Insured's legal name, address and contact details
- Carrier or MGA, line of coverage and policy number if issued
- Total premium, taxes and fees
- Policy effective and expiration dates
- Down payment collected or requested
Already set up with Polfin?
Use the agent and broker portal to work with your accounts online.
Opens the secure PBS NetAccess portal in a new tab. Need credentials? Contact us.
Ready to offer financing to your clients?
Tell us about your agency and we will get you started.