RFP Premium Financing

Contact: Bryan Bernier

PIIAC CEO

bryan@piiac.com

Proposals due by: 9/8/2025

PIIAC endeavors to create a relationship between our organization and premium finance with the capabilities to work with our members and help them with their premium finance needs. In this capacity we are looking to engage with a premium finance company with the following features:

A technology platform that will allow independent agents to have a seamless process when it comes to meeting their clients’ needs regarding premium financing.

The ability for independent agents to be able to process not only premium financing through the platform but also accept ACH and Credit card payments.

Commitment:

A requirement of being a Gold Level Partner Member at PIIAC. ($6,500)

Participation in all PIIAC Events.

Willingness to host webinars and work with members to implement programs.

Financial:

PIIAC would need to get an override on premium financing done through this program. How much of an override would we be eligible for?

Agents would need preferred rates on premium financing through this program.

What we would need:

A breakdown of the amount PIIAC would receive on an override.

A grid showing how much the rates would be for our members.

Outline of the technology available to our members through this program.