Improved Client Retention: Helping clients navigate financial difficulties strengthens the client-insurer relationship and reduces churn.
Enhanced Client Value: Offering both insurance protection and financial solutions creates a more comprehensive service package.
Increased Sales Opportunities: The factoring company can refer businesses needing commercial or credit insurance, generating new leads.
Reduced Risk Profile: By improving clients’ financial stability, the risk of insurance claims (due to financial distress) is reduced.
Stronger Client Relationships: Demonstrating a holistic approach to business needs enhances trust and strengthens client relationships.
Expanded Service Offerings: Your insurance services become a more comprehensive solution when paired with efficient accounts receivable management.
Access to Industry Insights: Asset Commercial Credit can provide valuable insights into the financial health of businesses, informing underwriting and risk assessment.
California ​Department of Financial Protection and Innovation
Finance Lender/Broker License #607-1896
National Real Estate
NMLS #2252595