Strategic Partners

FIRST Insurance Funding is a wholly owned subsidiary of Wintrust Financial Corporation (Wintrust) - a publicly traded, diversified, financial services company with assets totaling more than $18 billion (NASDAQ:  WTFC). Based in Lake Forest, IL., Wintrust provides traditional community banking services, wealth management services, commercial premium financing, mortgage origination, short-term accounts receivable financing, and certain administrative services, such as data processing of payrolls, billing and treasury management services.

Patra powers insurance processing by leveraging people and technology, supporting insurance organizations as they sell, deliver and manage policies and customers. Patra’s team of global experts allow brokers, MGAs, wholesalers and carriers to capture the Patra Advantage – profitable growth and organizational value. This is accomplished through the deployment of Patra’s proprietary Insurance Process Delivery System – an integrated portfolio of outsourced services, insurance specific workflows and technology.

Single entry commercial interface with multiple Small Business carriers is not just finally here, it's affordable too.  Give your SBU team the tools they need. New SCL carriers are being added every month.  

If your Benefits team is still relying on paper enrollment, you need Ease. Ease is the #1 rated benefits administration and HR software for businesses with 2-250 employees, powered by insurance brokers.

Not all employee benefits are ‘insured’.  Explore more than 30 benefit programs, including personal security, travel discounts, health benefits, and more while enabling your Employee Benefits team to differentiate, customize, and drive growth by working with NewBenefits.

TrustLayer is a collaborative risk management platform that helps reduce friction between businesses. Our technology allows insureds to automate the verification of insurance, licenses, and compliance documents of their business partners (i.e., vendors, subcontractors, suppliers, borrowers, tenants, and franchisees). TrustLayer uses robotic process automation (RPA) and AI to automate this manual process and allows insureds to collaborate with their broker when insurance becomes complex. Reach out to learn how your agency can add new revenue streams and expand risk management services with TrustLayer.