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FOR INSURANCE AGENTS

Premium Finance That Works for Your Agency.

Fast quoting, flexible financing, and personal support that help you serve clients and keep business moving.

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Agents

TOOLS + EXPERT SUPPORT

From Everyday Business to Complex Opportunities

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A Quick Start for Quote Team Requests

Share the insured and risk basics, premium, fees, carrier or GA information, MEP when applicable, and requested terms. Our Quote Team will guide you through anything else needed.

Download Quote Request Form Email the Quote Team

AFTER ACTIVATION

Service That Stays With the Account

The relationship continues after activation, with dedicated support for everyday account needs and proactive attention when timing matters.

  • CUSTOMER SERVICE

    Everyday Account Support

    Insureds and agents can reach knowledgeable professionals for help with account and payment questions throughout the financing term.

  • OPERATIONS

    Proactive Account Outreach

    Our Operations team reviews accounts approaching cancellation and contacts insureds before the deadline to help keep financing on track.

  • MONTHLY OUTREACH

    100+

    Pre-cancel outreach calls placed each month to help insureds address time-sensitive account needs.

    *Based on 2026 National Partners Operations reporting.

HOW IT WORKS

Simple from start to finish

  1. Submit the Complete Package

    Submit your complete onboarding package with all required forms, fields and signatures to avoid processing delays.

  2. Agency Services
    Review

    Agency Services reviews complete packages and aims to respond within 24 hours, depending on application volume.

  3. Receive Access and Support

    Once approved, receive PBS access, self-guided resources and the option to schedule a live training session.

Start Registration

What we finance

Coverage at a Glance

National Partners finances a broad range of commercial coverage, including specialty and complex risks, plus personal lines in Florida and Texas.

  • shield-check

    General
    Liability

  • building

    Commercial
    Property

  • hard-hat

    Workers'
    Compensation

  • briefcase-business

    Professional
    Liability

  • umbrella

    Excess &
    Umbrella Liability

  • boxes

    Commercial
    Package Policies

  • puzzle

    Specialty &
    Complex Risks

  • truck

    Commercial Auto & Transportation

  • user-round

    Personal
    Line

QUICK CONTACT GUIDE

The Fastest Route to the Right Help

  • Quotes & Term Approvals

    quotes@nationalpartners.com - include the quote number and the terms or structure you want the Quote Team to review.

  • Signed Agreements

    contracts@nationalpartners.com - submit completed premium finance agreement documents.

  • Account & Payment Help

    CustomerService@NationalPartners.com
    800-506-8901

  • PBS Guides & Training

    Access the PBS guide, how-to materials and training resources in Insights & Resources.

QUICK CONTACT GUIDE

The Fastest Route to the Right Help

Choose the type of assistance you need to connect with the right team or resource.

  • Quote & Term Review

    For help with a quote, requested terms or an alternative structure, include the quote number and the details you want reviewed.

    Email the Quote Team

  • Signed Agreements

    Send completed, signed premium finance agreements that are ready for processing directly to our Contracts team.

    Send Signed Agreements

  • Account & Payment Help

    For account or payment help, call 305-269-1975. Hours: Mon.–Thurs., 9:00 AM–7:30 PM; Fri., 9:00 AM–5:30 PM ET.

    Email Customer Service

  • PBS Guides & Training

    Access step-by-step guides and video tutorials, or schedule a live training session for additional help using PBS.

    View PBS Resources
keep up with pbs

Keep Up With PBS

New features and enhancements deserve a permanent home after the email announcement. See the latest PBS updates, tutorials and workflow improvements - including new payment capabilities and account tools.

See What's New in PBS

WHY CHOOSE US

More Ways to Create Value for Your Clients - and Your Agency

  • wallet-cards

    Digital Payment Capabilities

    Offer eligible clients expanded digital payment options while helping your agency simplify payment collection and management.

  • truck

    Trucking
    Opportunities

    Connect eligible trucking clients with specialized commercial insurance opportunities through Cover Whale, with coordinated onboarding and support.

  • badge-dollar-sign

    Factoring
    Solutions

    Help qualifying trucking clients convert receivables into working capital through eCapital while creating an approved referral opportunity.

  • gift

    Agency
    Financing

    Explore specialized financing for agency acquisitions, expansion and working capital through United Midwest’s insurance-industry lending expertise.

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Start Strong With PBS

Step-by-step guides and video tutorials are available in both English and Spanish to help agents get familiar with PBS and its everyday quoting and account tools.

Ready to Put National Partners to Work?

Get appointed, start using the tools available to your agency and know exactly where to go when you need a person on the other end.

Book a PBS Demo