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Integrations

Built-in integrations simplify your processes, save time, and enhance connectivity. Our robust integration capabilities allow you to automatically generate finance agreements with payment options, making it easier to manage your premium financing and payment process.

What are integrations?

Integration provides seamless information sharing between your systems and ours. Using open APIs, we connect with your management platform to streamline workflows, reduce manual data entry, and simplify the premium financing and payment process.

How do they benefit you?

  • Secure credential storage: With credentials securely stored during the initial setup, there’s no need to log in repeatedly. This feature eliminates extra steps, allowing you to focus on serving your clients.
  • Stay within your management system: The integration keeps you within your agency management system, so you don’t have to switch between platforms. This consistency ensures smoother workflows and reduces interruptions.
  • Automatic data transfer: Insured information entered into your management system is automatically transferred to Capital Premium Financing. This eliminates duplicate data entry, reduces errors, and speeds up the financing process.
A computer monitor displaying various graphs and charts illustrating data analysis and trends

What Are Some Integrations That Capital Offers?

Applied

The Applied integration streamlines the process of managing premium financing directly within your agency’s existing Applied management system, reducing manual tasks and improving efficiency.

AMS360

AMS360 provides tools for managing client accounts, policies, and commissions while offering detailed reporting and analytics. 
With features like automated workflows and document management, AMS360 helps improve efficiency and deliver excellent service.

Nowcerts

by Momentum

Nowcerts integrates with other systems, including premium financing platforms so that agents can handle policies, payments, and client communication in one place. With its simple design and powerful tools, Nowcerts helps agencies stay organized and provide excellent service.

Custom Integrations

& more

Learn more

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