Zip IT

ZiP was founded on the core principles of service and partnership.
Because of our core principles, ZiP has become a compelling option aimed at giving insurance agents, carriers, and mga’s the tools to create innovative financing solutions with ease. Our philosophy of “ease of doing business through cutting edge technology” has served us well in our ability to maintain strong relationships with existing customers and consistently add new partnerships to our portfolio.

We understand that our interests are aligned with that of our agents and their clients. We offer competitive rates as well as the best technology. Our aim is to build strong long-term relationships that foster mutual growth. We are a company built on technology. It drives our process, was the reason for our creation, and differentiates us in our business. It enriches the experience of our employees and our customers. ZiP has the most accurate and available information on your insured’s in an effort to promote efficiency and increase our agents profitability.

Agency Management System Automation

We can automate your premium finance process with 7 clicks of your mouse. Our Software can be integrated with the your agency management system to easily generate quotes through that system. We integrate with software offered by Applied Systems, AMS, or your “in-house” developed system.

Real-time Online Quoting and Account Look-up

Our Software is a fully secured, internet based product that gives agents immediate and easy access to one of the most versatile online quoting systems in the premium finance industry. ZiP’s website allows agents and their customers to check the status and review the details of their accounts in real-time.

Available 24 hours a day, 365 days a year.

• Ability to check the status, payment history and policy information on your insureds. (Status and payment information are also available via phone).
• View reports detailing its entire premium finance portfolio by effective date, payment status, name, city, or any other number of fields.
• Download detailed account information by location, program, or any number of fields directly into an excel spreadsheet.
• Prepares finance agreements according to you agencies customized program
• Pre-loaded or customized databases of carriers and general agents for easy, quick quotes.
• Real-time availability to contact ZiP’s account team through our online system

Agency Location Control and Reporting

Have multiple agency locations in different cities or states? Have multiple members of your staff that generate premium finance loans? No problem. Our Software will also allow authorized users to view quoting activity for all locations of a specific agency or differentiate between users at your agency. Now you will know who quoted what and when.

Click and Bind Paperless Financing w/ Z-sign Electronic Signature

Not only does our software prepare quotes, it also allows agents to book and fund premium finance loans online through an entirely paperless and secure transaction. With the click of a button, an agency can book loans with ZiP, then receive ACH funding the next business day. We strongly recommend this product to those agencies that have a high volume of financed business.