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IPFS: A Preferred Provider Backed by Decades of Partnership with Arthur J. Gallagher

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As an AJG preferred agency, you have unlocked a higher level of service, access to enhanced pre-approved terms, and benefits through IPFS Pinnacle Club.

What is
IPFS
One Platform | One Partner?

Watch this brief video to learn more about how you can save time, reduce cost, and increase efficiency with IPFS:

Learn More About IPFS One Platform | One Partner

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Premium Finance

IPFS offers premium finance to our partners and insureds. As a privately held company with a nationwide network, we're able to provide faster, customized solutions above and beyond other providers.

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Payment Solutions

With IPFS Payments Powered by AndDone, streamline operations by enabling insureds to choose the method of payment for their premiums: in-full, financed, or anytime. 

 

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Secure eSignature

Reach customers wherever they are with convenient electronic signature collection. By digitizing the submission process, you can decrease turnaround time, reduce paperwork, and eliminate the need for printing and scanning or faxing.

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Document Delivery

Shorten your sales cycle by combining document distribution, electronic signatures, and payment options into a single link for insureds. 

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Integrations

IPFS integrations work seamlessly with your agency management system to free up your time to focus on your insureds. With integrations, you can easily and efficiently condense your data entry in just a few clicks.

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Benefits for Agents

Existing Management Systems Integrations
Upfront Comissions

Access to Insured Activity Insights

eSignature & Paperless Processing
Competitve Terms & Tailored Programs
No Cost Continuing Education Program
One Platform With Multiple Features
Powerful Payment Solutions

Benefits for Insureds

Combined Billing for Account Management
Improved Cash Flow
Flexible Payment Options
Access to IPFS Connect®
Quick Approval Process
Fixed Rates and Terms

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Free Continuing Education Courses Offered by IPFS

IPFS is here to help you seamlessly obtain your Continuing Education credits by providing you with free in-person and/or virtual courses that bring the classroom to you.

Premium Finance at a Glance - 1 Hr

Our certified instructor(s) will walk you through the basics of Premium Financing. We will discuss the who, what, and why of premium finance to give you an entry-level understanding of how you can leverage options to better serve your customers.

Premium Finance Express - 2 Hr

In this fast-moving and formative course, our certified instructor(s) will walk you through the features and elements of premium financing and how it impacts the insurance transaction. We will discuss the who, what, and why of premium finance to give you a deeper understanding of how you can leverage options to better serve your customers.

Premium Finance Options - 4 Hr

Our certified instructor(s) will walk you through the features and elements of premium financing and how it impacts the insurance transaction. We will discuss the who, what, and why of premium finance to give you a deeper understanding of how you can leverage options to better serve your customers.

Avoiding E&O Loss - 2 Hr

Our certified instructor(s) will walk you through the features and elements that are critical to loss due to errors and omissions. We will discuss why documentation is critical to errors and omissions claims and how you can leverage effective documentation to improve your overall experience.

The Fundamentals of Ethics - 3 Hr

Our certified instructor(s) will walk you through how ethics plays a part in the daily operations of agents and their respective agencies. We will discuss the responsibilities of agents, certain laws governing ethical expectations, and what traits exemplify an ethical agent. The goal of this course is to leave you with a deeper understanding of ethics so you can make sounder decisions when dealing with client, corporate, or public situations.

Here is what we take care of for you:

  • Filing the class with the state(s)
  • Reporting earned credit hours on behalf of attendees
  • Issuing completion certificates for attendees after the class
  • Bringing the class to your office or a location of your choice for you convenience
  • Track courses you have taken with us before to determine eligibility for credits

Have Questions? We're Here to Help!

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