CPF Programs

The Retain-Renew-Grow™ is a program that automatically transmits a customized email to the agency/agent with a list of previously financed accounts that will renew in the next quarter. It is a “heads up” tool for the agency to start discussing renewal/payment options with the insured a few months before renewal. Retain and Grow strengthens the insured relationship and increases retention percentage.

The Final Approach™ is a program created to reduce cancellations and maximize retention of policies after all previous notices have failed. The Final Approach™ program enables (CPF) to call and email your insured three business days before cancellation. (CPF) interfaces personally with the insured to collect payment and avoid cancellation. The Final Approach™ has reduced cancellations to a low 2.8%.

The Flex Plan™ was created to help agents close more business. You can customize the due date, number of installments and billing cycle. You are able to offer your insureds' monthly, quarterly and semi-annual plans that fit their personal needs. A tailored approach to clients results in your agency having a decisive advantage over your competitors.