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STRATEGIC PARTNERSHIPS

Build More Value Into Every Relationship.

Expand what you can offer clients with a trusted premium finance partner behind you.

Explore a Partnership
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Two Ways the Partnership Can Work

  • Program Partnerships

    Build premium finance into a larger distribution model with agent onboarding, program rules, servicing, reporting, branded experiences and approved commercial structures.

  • Referral Opportunities

    For select relationships, National Partners can connect eligible agencies or clients with complementary solutions and coordinate the approved referral process.

Program Capabilities

What We Can Build Around a Program

agent activation branded experience reporting visibility service and retention commercial
Day to day tools

Connect the Systems When the Program Calls for It

For programs where premium finance needs to fit inside an existing digital workflow, National Partners can support approved API, webhook, eSignature and reporting connections. The goal is not technology for its own sake - it is fewer handoffs, less re-entry and better visibility across the program.

referral opportunities

Dedicated Ownership for Larger Relationships

Qualifying large accounts and partner programs may be assigned a dedicated National Partners relationship owner to help coordinate quoting, servicing, reporting and program needs across teams.

Beyond premium finance

More Ways to Create Value

For eligible agencies and programs, select strategic relationships can extend support beyond traditional premium finance. Current examples include trucking referrals through Cover Whale, factoring through eCapital, digital payment solutions through ePay and insurance agency financing through United Midwest.

  • Trucking Referral Opportunities

    Connect eligible trucking clients with specialized commercial insurance opportunities through our referral relationship with Cover Whale.

  • Factoring and Cash Flow Support

    Help eligible clients convert receivables into working capital through factoring solutions available from eCapital.

  • Expanded Payment Capabilities

    Give agencies a simpler way to collect and send insurance payments through expanded digital capabilities with ePay.

  • Agency Growth Financing

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

HOW IT WORKS

How a Program Takes Shape

  1. Align

    Align on the audience, business flow, program goals and desired experience so every team begins with the same direction.

  2. Design

    Define the program structure, ownership, reporting and commercial terms, along with onboarding, training and required technology connections.

  3. Launch

    Launch with clear ownership, coordinated communications and a defined path for agents, clients and partner teams to begin.

  4. Improve

    Review adoption, performance and partner feedback to identify opportunities, strengthen engagement and improve the program over time.

Build the Right Partnership Model

Start with the business model and the value you want to create.
National Partners will bring the right sales, operations, technology and servicing teams into the conversation.

Start a Partnership Conversation