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Frequently Asked Questions
Is Advance a bank?
No. Advance is a financial technology company that provides a financial platform built for insurance. We work with banking partners to provide insurance-native infrastructure designed specifically to manage premium money flows.
How long does it take to go live?
Most organizations are live within a week. There is no multi-month implementation, no AMS replacement, and no disruption to your current operations.
Does Advance replace our existing systems?
No. Advance works alongside your current tools. We are not an AMS or a rip-and-replace solution. Your team keeps its existing workflows while gaining a dedicated platform for premium money.
Who is Advance built for?
Advance serves MGAs, retail agencies, and wholesale brokers. If your organization handles premium money and wants more control, visibility, and yield on those balances, Advance was designed for you.
Are there minimum balance requirements?
No minimums. You earn yield on your premium balances from day one, regardless of account size.
Do you offer back-office or bookkeeping services?
Yes. Advance partners with insurance-native bookkeeping professionals to offer white-labeled back-office operations as a service. One relationship, less complexity for your team.
