Our Company

AIS is a full service third-party administrator of insurance premium financing companies and insurance operations. We help our clients start their own premium finance companies and installment billing programs enabling our clients to generate additional revenue.

> ABOUT
AIS has been an industry leader providing premium finance and installment billing solutions to all segments of the insurance industry for over 25 years.

AIS’s proprietary technology and experienced staff have consistently delivered innovative services and solutions to agencies, general agencies, and insurance carriers throughout the United States. As part of our commitment to our clients and our focus on our operational controls, AIS undergoes an SSAE-16 SOC-1 audit on an annual basis.

AIS is owned by BankDirect Capital Finance LLC, a leading provider of independent third-party premium finance solutions.
> PEOPLE
AIS has an experienced management team and support staff that bring over 25 years of knowledge to the premium finance and installment billing industry. AIS is staffed with an in-house legal and operational support team that thoroughly understand the regulatory and operational requirements of the premium finance space. Our technology group and in-house developers continue to enhance the functionality of the AIS platform.
> BUSINESS MODEL
AIS’s business model is simple. Our approach is to bring the most advanced technology, the most experienced people, and industry knowledge to our premium finance and installment bill clients. Our clients have the flexibility to determine what policies to finance along with the repayment terms and interest rates to be offered. AIS’s objective is to enable its clients to realize the financial rewards of owning their own captive premium finance company along with selling more insurance.

Phone: (314) 576-0007 / (800) 624-6308

Fax: (314) 878-7843

sales@automatedinstallment.com

955 Executive Parkway, Suite 216
St. Louis, MO 63141

® 2008-2015 BankDirect Capital Finance, LLC. AIS is a division of BankDirect Capital Finance, LLC, a subsidiary of Texas Capital Bancshares Inc.

The phrase "Own Your Own" ® is registered in the U.S. Patent and Trademark Office.

- Privacy Policy -

Information We Disclose

It is our belief that there is nothing more important than the safeguarding of personal financial information. Consequently, our Privacy Policy is simple. Specifically, we do not disclose, sell, share or otherwise disseminate any of our customers’ non-public personal financial information to unaffiliated third parties unless: [1] it is necessary to effect, administer, or enforce a transaction that the customer requests or authorizes; [2] we are permitted or required to by law (such as if we receive a subpoena or a request for information from an authorized governmental agency investigating fraudulent activity); [3] the customer requests that we share the information; or [4] the information is provided to help complete a customer initiated transaction such as a wire transfer or loan application. Any disclosure of information by us is done in accordance with this Privacy Policy and only as permitted/required by law.

We also may use, within the organization, information that we collect about our customers in our efforts to design new products and to better serve our customers’ financial needs.

Information We Collect

We collect non-public personal information about our customers from the following sources: [1] information we receive from you, the customers, on applications and other forms such as name, address, social security numbers, FEIN numbers, phone numbers, and asset and income information [2] information about our customers’ transactions with us and others such as account balances and payment history; and [3] information we may receive from a consumer reporting agency about our customers such as credit history and a listing of creditors.

Former Customers' Information

Our Privacy Policy applies to all of our customers, regardless of account size, transaction volume or account status. If a customer terminates their relationship with us, we will not share any information that we have collected about that customer with unaffiliated third parties except as permitted or required by law.

Protection of Information

We restrict access to our customers’ personal and account information to those employees who need to know that information to provide products or services. Our employees are trained and required to protect our customers’ private financial information. We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your nonpublic personal information.

Questions or Comments

We welcome your questions or comments about our Privacy Policy. Please feel free to contact us at (800) 624-6308 with any questions or comments you may have.