PFC Insight
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.
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.
What you get
A 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.
Ask in plain English
Our AI report builder turns questions like "show me top 20 agencies by NWP year over year" into a real, grounded report. Export to Excel in one click.
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 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 2000, 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.
See it in action.
A 30-minute walkthrough of PFC Insight — the dashboards, the AI reporting, and how it integrates with the systems you already run.