OFFER INSURANCE PREMIUM FUNDING AUTOMATICALLY AS A PAYMENT OPTION ON ALL YOUR INVOICES & STATEMENTS
 
No more interfacing to a funding site to prepare funding contracts.
 
1
PBTM allows an invoice or statement to be automatically funded in the background, without going to the funder web site, via the WinBEAT Premium Funding Interface.
2
Your clients can select to pay the invoice directly to you in the normal way or they can click on the URL, or complete the form to premium fund their premium.
3
Funding 'instalments' are printed on the invoice with a link to the PBTM customer acceptance site for completion online.
 
 
 
NO MORE SEPARATE FUNDING CONTRACTS.
SIMPLE ACCEPTANCE. INCREASED CONVERSION.
 
ONLINE ACCEPTANCE OR SIGN ON INVOICE / STATEMENT
Clients can either click on the PBTM link on their invoice if it has been emailed to them, or visit the PBTM website and enter their supplied login codes. Once here they simply enter their banking information and submit the contract.
In addition to accepting online, the client also can fill out and sign the Invoice / Statement and return it to their Broker or Premium Funding for processing.

FOCUS ON NEW BUSINESS, NOT PAPERWORK.

 
HOW MUCH CAN YOU SAVE IN WAGES?
PBTM is fully integrated with Winbeat so all the hard work is automated in the background. It frees up your time, and your staff's time to generate new business instead of generating paperwork.
How much time is being wasted on generating premium funding contracts, and how many premium funding contracts are missed because of the time consuming process?
HOW MUCH REVENUE ARE YOU MISSING OUT ON?
Some alarming data, with only 36% of brokers offering a premium funding option with every invoice*.
With PBTM you can create and send more contracts complete with a Premium Funding option growing your revenue and your business overall.
Based on 5 minutes saved per contract
*Source: Premium Funding Industry White Paper and Broker Survey, 2015. Average premium size $10,000 and average funding commission of 2.3%

TO BENEFIT FROM THE EFFICIENCY AND INCREASED REVENUE PBTM OFFERS, PLEASE CONTACT YOUR LOCAL BUSINESS DEVELOPMENT MANAGER TODAY.