Success Stories

Proven strategies of how we review, solution and implement beneficial outcomes.

Solutions across a wide spectrum

Every day, our experts help insurance brokers serve their insured customers by tailoring premium insurance funding solutions that help businesses free up and reallocate cash that would otherwise be used for lump-sum insurance payments.

Here are a few of our many success stories.

Creating a customized seasonal plan for a ski resort

A ski resort operator was unable to pay large monthly installments until the winter season when cash flow improved. We proposed a customized seasonal plan featuring smaller installments payable from May through October, when business was slow, and larger amounts paid in-season, from November through April.

We were able to create a flexible payment plan tailored to the seasonal nature of the insured client's cash flow.

Timely solutions for complex funding

We were presented with an aviation account with a complicated insurance program and premiums that required financing. Arrangements had to be made quickly to fund the program to accommodate carriers located overseas.

We arranged for all carriers to receive timely funds to ensure the insurance program continued in force. Our solution safeguarded against any disruption in operations or inconvenience to the company's customers.

Financing for municipalities

A broker contacted us regarding the financing of a city’s insurance policies. The coverage included casualty and property policies, all of which ran for 18 months.

After a review of the insured’s financials, we were able to offer a payment plan of 18 equal installments with interest rates that were competitive with the city’s usual borrowing facilities. The solution eased a critical cash-flow crunch for the municipality and enabled it to maintain needed services.

Solutions for Aboriginal communities

An Aboriginal community required specific governmental regulations be met due to the nature of their investments. We acquired government licenses and renewed them annually to meet these demands. Additionally, because their payments couldn't be made through traditional methods, we developed a special program with the broker to handle the payments of their monthly installments.

We were able to finance the client with an easy annual renewal using the processes we had implemented for them.

Loans may be subject to credit approval.

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