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.
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 works your book.
PFC Insight doesn't just chart your data — it reasons over it. A conversational AI agent, reusable reports, and self-explaining alerts, all working from the loans, policies, and quotes you already run.
A plain-English analyst, on call
Ask the way you'd ask a colleague — "why is production up at one agency and flat at another?" The AI Insight agent reasons step by step, writes and runs the queries, builds the chart, and hands you a grounded answer. Export to Excel in one click.
Save any answer as a report
Turn any AI-built query into a reusable, parameterized report. Re-run it next month with new dates or filters — instantly, with no AI round-trip and no analyst queue.
Alerts that explain themselves
PFC Insight watches the book for what matters — at-risk renewals on large accounts, NSF events, low-equity exposure, balances heading to collections — and an AI agent writes the plain-English root cause, so you know why before you act.
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.
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 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.
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.