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Phone: 877-334-0633

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For Agents

Agency Experience

At PreFi we have experience working as an insurance agency specializing in commercial policies. We understand the ins and outs of what makes an agency successful and know the finance company you choose can play a large part in client retention.

Enhanced Customer Service

We offer 24/7 customer service to your clients via phone or on the client portal. Not all clients work on a 9-5 schedule. PreFi has representatives available 24 hours a day, 7 days a week to service your clients needs.

Technology & Integrations

PreFi maintains a high level of easy-to-use technology to help agents with day to day business. Access and submit eForms and digital premium finance agreements through the Agent Portal. Go paperless, with no need to print and sign applications (based on state regulations).

Email & Text Alerts for Insureds

Here at PreFi we know how it important it is to be digital. We offer the option for insureds to sign up for email and/or text alerts regarding the monthly payments.

Immediate Commission Collection

You collect your commission on the front end. This means there is no need to wait for a commission check in the mail!

Quick Funding Turnaround

PreFi understands how important it is to have funds sent to MGAs/providers promptly. We provide quick turnaround for verification and fund distribution.

Online Agent Portal

Process instant online quotes and access client account information through our online Agent Portal