Trusted by industry leaders
The Problem
Premium money deserves better than a passive account
Money moves too slowly
Premium dollars move through disconnected systems, creating delays at every step. Funds that should be working sit idle while your team waits on outdated processes.
Your tools can’t see what’s coming
Spreadsheets and manual processes are inherently reactive. By the time your team catches a discrepancy or a missed payment, the cost has already compounded.
Funds live in silos
Premium balances are scattered across multiple accounts, banks, and spreadsheets. Getting a clear picture of your cash position means logging into four different places.
Idle balances earn nothing
Most organizations hold significant premium balances in standard accounts earning little to nothing. Every day those dollars sit unmanaged is money left behind.
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.
