Using Imperial PFS® Technology to Build Rapport with Your Clients
Author: Imperial PFS | NetVU Platinum Partner | Posted 10/5/2021



In the current market, it can be difficult to stand apart in the insurance industry. The marketing pushed to consumers today encourages them to shop around for rates and find the insurance group that can deliver their needs the fastest. This approach adds pressure to you, and in the end, causes you to lose sight of reasons why you got into this business in the first place. Opportunities to build relationships, help others, and have flexibility with your time.

To be able to best address the needs of your business, you’ve probably put together an excellent team to enable you to continue to build and maintain relationships while they tackle the administrative work. If you don’t have the technology to help them thrive, your team is likely to get frustrated in their duties of filling out paperwork, collecting signatures, filing information, making corrections, etc. This frustration could result in a higher turnover than you’d like, and your clients may not get the attention, care, or speed they deserve. That’s bad for business and bad for you.

Imperial PFS is proud to lead the way in technology development for the premium finance industry. In 2020, Imperial PFS launched IPFS TotalPay® enabling you to provide your clients with the option to pay their insurance premiums by installment or in full, on their time, without the need to re-quote in the process. We have established ourselves as experts in helping our Customers with their own digital transformations and finding ways to keep their staff and clients happy with the latest technology. 

Over the past several years, our Customers have continuously requested functionality to provide their clients with both Imperial PFS and standard insurance documents in a single platform. Executing signatures on additional documents typically requires several emails and phone calls. We listened to our Customers and developed a new product that will not only streamline the sales and payment collection procedures of agency operations, but it will also improve the agency’s efficiency through the development of a cohesive insurance sales experience. 


This October we are introducing Quivit™ to help expedite the insurance sales cycle and solve the following agency challenges. 
 

 

       
Reduce emails  Obtain signatures Collect payment   Simplify the process
 Consolidate the back-and-forth communication with one email to your insureds  Collect signatures electronically on all documents in addition to the finance contract  Allow your insured to choose payment option, enter their financial information securely and bind coverage faster  Gain efficiency to gain back your valuable time



Quivit combines document signature and payment options into a single link to your insureds. To learn more about how Quivit can help your business expedite the insurance sales cycle, keep your staff happy, and help you build rapport with your clients, visit us at ipfs.com/Quivit.