Flexible financing National premium finance provider partnering with independent agents and brokers, presenting opportunities to upsell financing solutions and cross-sell to a broad agent network.

Mid-market focus Revenue range and headcount suggest small to mid-sized agencies as primary targets for financing programs, with potential to expand to mid-tier brokerages seeking flexible premium finance options.

Tech-forward Cloud-based infrastructure (AWS) and security-focused email gateway indicate suitability for digital onboarding, e-signatures, and secure communications with agencies and policyholders.

Growth opportunities Stable revenue potential in the $25–50M range and a national footprint imply room to scale through partnerships with regional agencies and expansion of financing products.

Strategic collaboration Experience with independent agents and brokers positions UPAC as a partner for agency management systems, CRM integrations, and marketing collaborations to drive premium financing adoption.