PFC Insight is an AI-native analytics platform from 2iG Solutions, built specifically for insurance premium finance companies. It connects policies, quotes, and loans into one model, with role-based dashboards, a plain-English AI agent, and alerts that explain themselves.

Who is PFC Insight for?

Premium finance companies, from the C-suite to agency sales, collections, and operations. 2iG also offers MGA Insight for managing general agents and Carrier Insight for insurance carriers.

How does AI help a premium finance company?

You ask questions in plain English, such as "why is production up at one agency and flat at another?" The AI Insight agent writes and runs the queries, builds the chart, and returns a grounded answer you can export to Excel in one click or save as a reusable, parameterized report.

What risks does PFC Insight watch for?

Every morning PFC Insight checks the whole book for low-equity and high-exposure loans, large balances in cancellation or collections, NSFs on large accounts, and carrier return premium that is overdue. Each alert is rated High, Medium, or Low by dollar exposure, equity, and payment status, and account alerts clear on their own once the condition resolves.

Can PFC Insight spot agencies we are losing?

Yes. It flags agencies whose dollars financed or quote volume are meaningfully down versus the same period last year, and an AI agent investigates each drop and writes a short plain-English explanation citing only numbers in your data.

What systems does PFC Insight connect to?

PFC Insight integrates directly with the core systems premium finance companies already run, including FinancePro, the premium finance system now owned by Vertafore. Integrations are read-only, so your core system remains the system of record: no re-keying, no parallel system, and no lock-in.

Who uses PFC Insight?

Premium finance companies including Integrated Specialty Coverages (ISC), SIUPREM, Inc., and Johnson & Johnson Preferred Financing.

PFC Insight

AI-driven analytics for premium finance companies.

Most premium finance management systems were designed to book loans — not to tell you why production is up at one agency and flat at another, which sales channels are profitable, or which producers are slipping. PFC Insight gives you that capability without the engineering team.

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The problem

Your data is rich. Your reporting is not.

PFC management systems hold every loan, every payment, and every cancellation — but they were built to run operations, not to tell stories about the business. Production reports come out weekly, in Excel, sliced one way.

Larger PFCs solve this by hiring engineers and building it themselves. That's a multi-quarter, multi-headcount commitment — and a lasting disconnect between executives who need answers today and the IT roadmap that delivers them next year.

We built PFC Insight to close that gap.

AI built in

More than dashboards. An AI analyst that knows premium finance.

PFC Insight doesn't just chart your portfolio — it reasons over it. A conversational AI agent, month-end reports, and alerts that explain NSFs, cancellations, and agency drops, all working from the loans, policies, and quotes you already run.

Ask about your loans in plain English

Ask the way you'd ask your CFO — "why is financed volume up at one agency and flat at another?" The AI Insight agent works across your loans, policies, and quotes, writes and runs the queries, builds the chart, and hands back an answer grounded in your portfolio. Export to Excel in one click.

Turn answers into month-end reports

Save the agency production, cancellation, or return premium analysis you just built as a parameterized report. Re-run it at month-end with new dates or a different agency — instantly, with no AI round-trip and no analyst queue.

Alerts that explain themselves

PFC Insight checks the whole book every morning for what matters — NSFs and cancellations on large accounts, low-equity exposure, balances heading to collections, overdue return premium, agencies slipping. When an agency's production drops, an AI agent drills in and writes the plain-English why.

Grounded in your data, private by design. Every answer is computed against your own numbers — the model writes the query, your warehouse runs it, and only aggregated results are ever produced. Raw, row-level customer data is never sent to the AI. No hallucinated figures, no co-mingling with other customers.

Portfolio monitoring

Know what changed in your book before your first coffee.

Every morning, PFC Insight scans every loan, payment, and policy for the risks and opportunities that need a person's attention — and tells you which account, how many dollars, and what happened.

Credit & collections risk

Low equity / high exposure

Large balances where equity no longer covers the loan, escalated when principal is underwater or a payment is due or past due.
Large balance in cancellation or collections

Accounts in Cancel 1, Cancel 2, or sent to collections — the phone calls to make today, sized by dollar exposure.
Large account recently cancelled

A large financed account that just dropped into cancellation.
NSF on a large account

Returned payments on your biggest loans, rolled up by day.

Cash owed to you

Carrier return premium overdue

Cancelled accounts where the carrier still owes return premium past your threshold. The AI breaks it down by carrier so you know who to chase first.

Agency production

Agent production drop

Dollars financed by an agency meaningfully down versus the same quarter last year.
Agent quote drop

Quote volume from an agency falling off year over year — often the earliest sign of a lost relationship.

Opportunity

Renewal coming up on a healthy large account

Large accounts in good standing with a policy renewing soon and no new loan yet — renewals worth defending.

Example alert

Medium

Agent Production Drop

Lakeside Insurance Agency — Q3 2026

Lakeside Insurance Agency financed $412,300 in Q3 2026 (38 loans), down 34% from $624,800 in Q3 2025 (57 loans).

Why this fired

The decline is concentrated in September, where dollars financed fell $147,900 (62%) versus last year. July was roughly flat, so the slowdown began mid-quarter and accelerated.

Dollars financed by month of quarter
Month	2026	2025	Change
July	$171,200	$182,500	−6%
August	$148,600	$201,900	−26%
September	$92,500	$240,400	−62%

Illustrative example with fictional data.

Severity-scored

Every alert is rated High, Medium, or Low by dollar exposure, equity, and payment status, so the worst problems sort to the top.

Investigated, not just flagged

For agency drops and overdue return premium, an AI agent runs pre-vetted, aggregate-only queries and writes a short explanation, citing only numbers in your data.

Self-clearing

Account alerts resolve on their own once the condition clears. Re-detections update the existing alert instead of piling up duplicates.

Tuned to your book

Admins turn alert types on or off and set the dollar and day thresholds that matter for your portfolio. Acknowledge one alert or clear a whole group.

Delivered to your inbox

An optional daily or weekly email digest summarizes new alerts by severity, with a link straight to the dashboard.

What you get

An AI-native platform tuned to how PFCs actually run.

Loan, policy, and quote data in one model

We connect policies and quotes to the loans they fund, so you can see production, retention, and profitability the way you actually run the business.

Dashboards for the people who need them

Executive views for the C-suite, agency-level views for sales, channel and producer views for ops. Roles, not one-size-fits-all reports.

Built on your existing data

We integrate with the systems you already run. No re-keying, no parallel system to maintain, no vendor lock-in to a new core.

Track what actually drives the P&L

Production by agency and producer, retention curves, channel mix, default trends, and margin against budget — not vanity dashboards.

Secure by design

Single-tenant architecture, role-based access, full audit logging, and SOC-style controls. Your data never co-mingles with another customer's.

Built by people who've shipped PFC software before

Trusted by Integrated Specialty Coverages, SIUPREM, Inc., and Johnson & Johnson Preferred Financing.

The 2iG team has spent careers building software for the insurance industry — including Harry Snyder, who founded FinancePro in 1997, the premium finance automation system acquired by Vertafore and still in production at major U.S. premium finance companies. PFC Insight integrates directly with the core systems PFCs already run, FinancePro included, and is the analytics platform we'd have wanted while running that business.

Meet the team →

FAQ

PFC Insight, answered.

What is PFC Insight?: PFC Insight is an AI-native analytics platform from 2iG Solutions, built specifically for insurance premium finance companies. It connects policies, quotes, and loans into one model, with role-based dashboards, a plain-English AI agent, and alerts that explain themselves.
Who is PFC Insight for?: Premium finance companies, from the C-suite to agency sales, collections, and operations. 2iG also offers MGA Insight for managing general agents and Carrier Insight for insurance carriers.
How does AI help a premium finance company?: You ask questions in plain English, such as "why is production up at one agency and flat at another?" The AI Insight agent writes and runs the queries, builds the chart, and returns a grounded answer you can export to Excel in one click or save as a reusable, parameterized report.
What risks does PFC Insight watch for?: Every morning PFC Insight checks the whole book for low-equity and high-exposure loans, large balances in cancellation or collections, NSFs on large accounts, and carrier return premium that is overdue. Each alert is rated High, Medium, or Low by dollar exposure, equity, and payment status, and account alerts clear on their own once the condition resolves.
Can PFC Insight spot agencies we are losing?: Yes. It flags agencies whose dollars financed or quote volume are meaningfully down versus the same period last year, and an AI agent investigates each drop and writes a short plain-English explanation citing only numbers in your data.
What systems does PFC Insight connect to?: PFC Insight integrates directly with the core systems premium finance companies already run, including FinancePro, the premium finance system now owned by Vertafore. Integrations are read-only, so your core system remains the system of record: no re-keying, no parallel system, and no lock-in.
Is our data secure?: PFC Insight uses a single-tenant architecture, role-based access, full audit logging, and SOC-style controls. Your data never co-mingles with another customer's.
Who uses PFC Insight?: Premium finance companies including Integrated Specialty Coverages (ISC), SIUPREM, Inc., and Johnson & Johnson Preferred Financing. Read the announcements →

See it in action.

A 30-minute walkthrough of PFC Insight — the dashboards, the AI Insight agent, self-explaining alerts, and how it integrates with the systems you already run.