Strategic partnerships IPFS has a history of forming and expanding partnerships with insurtech players and agencies, including recent collaboration with Dyad and AndDone to embed premium finance and digital payments into distribution platforms. Sales opportunities exist in co-sell motions with distribution partners and integrations that expand IPFS reach.

Agency-focused platform One Platform unifies premium financing, payments, eSignature and digital tools, designed to reduce administrative burden for agencies and improve retention. A compelling selling point is targeting independent agencies and MGAs looking to streamline workflows and differentiate with flexible financing options.

Growth through acquisitions IPFS has pursued acquisitions such as Stonemark, signaling a growth-by-acquisition strategy to expand capabilities and customer base. Sales opportunities include cross-sell of premium financing and digital payment solutions to newly acquired or merged agency networks.

Scale and performance With a large loan volume (835,000+ loans) and substantial premiums funded ($17B) and high customer satisfaction, IPFS demonstrates reliability and scale. This can be leveraged to target mid-market to large agencies seeking proven, high-volume premium financing to support growth and cash flow management.

Tech-enabled efficiencies Integrated systems (AMS/CRM, automation of commissions, automated billing) and self-service dashboards indicate strong ROI in efficiency and modernization. Sales outreach can emphasize integration capabilities with agency tech stacks and the value of reducing manual work for producers and service teams.