ONLINE PAYMENTS & FINANCING

If your office is financing the Insured’s Premium

• For our records, the original (Scanned Original is acceptable) & Signed finance agreement should be sent to XPT: S&H Underwriters with bind documents.
• ePay online may be used for the downpayment
• If paying by check: Agency check and must be Payable to XPT Partners LLC
• Please do not send the insured’s check for the down payment to our office. It will be returned to your agency.

If XPT: S&H Underwriters is financing a Premium

with Imperial Premium Finance Specialists (IPFS)

• Original (Scanned Original is acceptable) & Signed finance agreement needs to be sent to XPT: S&H Underwriters within 14 days of the effective date of the policy. The Insured and the Producer need to sign the agreement.
• If the signed agreement is received AFTER 14 days, the first monthly installment is required IN ADDITION to the down payment amount and/or cancellation may be issued.
• ePay may be used for the downpayment
• If paying by check: This MUST be an Agency Check, Mortgage Company Check, or a Certified Bank Check. All other checks will be returned to your agency.
• Agency Checks must be Payable to XPT Partners LLC
• Please do not send the insured’s check for the down payment. It will be returned to your agency.
• Please do not send make checks payable to Imperial PFS or any other entity. It will be returned to your agency.

You may deduct your Commission if applicable.

Printable version of these instructions. (pdf)

ACH Form for IPFS Financing (doc)