Premium Finance Company Setup

Premium Finance Companies are outside entities used by the organization to finance policies.  Premium Finance Companies are created from the Search screen and are used as an alternate "Bill To" in the invoicing and accounting screens of Nexsure.

To Setup a Premium Finance Company

1. You must search for a record before entering a new one. On the Primary menu , click SEARCH.
2. From the Entity drop-down list, select Premium Finance Company.
3. Enter search criteria and click Search.
4. If the premium finance company you wish to add is not already in the system, click [Add New Record].
5. On the card file tab, fill in all location and contact information.
6. Click Save.