Lake Forest, CA

info@PaulmarGroup.com

Solvency, Compliance and Flawless Accuracy for Peace of Mind

Paulmar Trust Accounting

Benefits

Outsource trust accounting, focus your people on sales and service, and prove premium financial solvency.

A new business model

Outsourcing trust accounting to NOBL lets your agency re-organize into a focused sales and service operation while gaining tighter, provable control over premium fiduciary funds. The result is improved financial performance, reduced risk, and confidence for principals, carriers and regulators.

Outsourcing trust accounting is conducive to considerable operating-cost reduction and unlimited business-growth potential. When trust operations are handled for you, staff time shifts from reconciling premium funds to selling and servicing — agencies recover capacity without adding headcount.

Explore the key benefits

Each chapter below goes deeper on one part of the case — from why premium needs its own accounting to what a dedicated trust ledger does for your solvency, your growth, and your agency’s value.

Other benefits

  • Better cash flow
  • Reduction of working-capital requirements
  • Improved customer service
  • Higher client retention ratio
  • Better agency–carrier business relationship
  • Reduced E&O risk exposure
  • Fiduciary compliance

Prove solvency, reduce risk

Continuous fiduciary accounting and financial solvency reporting give you an audit-ready record at all times. Disciplined control over premium fiduciary funds is no longer optional as the independent agency system becomes more efficient and profitable — NOBL makes it routine.

Report: NOBL Business Tool

A matrix of the business processes and financial functions NOBL performs for your agency’s trust operations — from receivables and commission income to solvency and fiduciary statements.