Proctor Financial has partnered with financial institutions and property and casualty agents for more than 125 years – providing quality insurance products and technology-based administrative solutions to your clients. PFI appreciates your business and hopes you join our family if you presently don’t do business with us.

How PFI benefits insurance agents & their financial institution clients

• Competitive insurance programs and commissions
• Established exclusive relationships with multiple insurance carriers rated “A-” or better
• Experienced Sales and Customer Service staff dedicated to servicing your agency and clients
• Automated solutions for lender-placed insurance placement, notification, tracking and reporting
• Customized marketing materials including presentations and Request For Proposal (RFP) assistance
• Easy to work with – we value our partners

Agent Resources

• Agency Appointment Application
• Agent Resources
• Overview of Insurance Products (lender-placed hazard & flood, REO, blanket coverages)
• Overview of Servicing Solutions (innovative technology including e-Client portal, insurance tracking/ reporting)

For more information, contact PFI at 800.521.6800 or e-mail us.