Solutions Exchange | VALET Finance
Solutions Exchange | VALET Finance
Modular Solutions | Finance Module | Client Resource
Purpose
To explain what the Valet Finance integration provides, how embedded premium financing works within the Modular Solutions platform, and what it changes for your team and your clients.
Overview
The Valet Finance integration delivers a fully integrated premium financing experience, embedded into the Modular Solutions platform. With real-time connectivity and automation, premium financing runs in the background, freeing your team to focus on customer service and growth.
What the Integration Delivers
- Fully embedded, integrated and automated premium financing.
- Multiple payment plans and payment methods offered.
- Automated finance agreement creation with contract e-signature.
- Automated interest and monthly payment calculations.
- Integrated payment processing, covering payments and refunds.
- Payment exception handling, with the ability to accept additional payments.
- Automated document generation, reconciliation and journal entries.
How It Works
| Step | What happens |
|---|---|
| 1 | A financed payment plan is selected when the policy is issued or renewed. |
| 2 | Policy premium, taxes and borrower details are used to generate the financing terms. |
| 3 | The premium finance agreement and payment schedule are created as part of the workflow. Documents are generated automatically. |
| 4 | Once activated, the financed balance is managed alongside the policy. Policy lifecycle events can trigger financing updates. |
| 5 | Payment activity flows through the connected payment processor and finance process, giving tracking, reconciliation and accounting visibility. |
| 6 | Service teams can manage exceptions such as payment changes, date changes, holds, partial payments and payoff actions when needed. |
Business Impact
| Benefit | What it means |
|---|---|
| More flexibility | Payment updates and exceptions can be handled without leaving the policy. |
| Reduced payment friction | More payment choice for clients. |
| Less manual effort | Improved efficiency across the finance process. |
| Scales financed business | More financed policies with less effort. |
| Improved financial accuracy | Better visibility across reconciliation and reporting. |
| Improved customer experience | A frictionless experience for both staff and customers. |
In Summary
The Valet Finance integration offers embedded premium financing in the Modular Solutions platform. Valet is a quiet, automated layer behind the scenes, offering a frictionless experience for both staff and customers. It also offers flexibility with premium financing and puts you at the centre of the relationship with your clients.
Notes and Edge Cases
- Payment processor setup is required as part of this integration.
About Valet Finance
Valet Finance was founded in 2020 by insurance professionals to deliver a fully integrated premium finance solution. It is built into the platform with real-time connectivity and automation, so premium financing runs in the background while you maintain control of your client relationships.
Partner Overview
The partner overview below is reproduced in full above, so the content is searchable and readable without opening the images.
Valet Finance partner overview, page 1 of 4.
Valet Finance partner overview, page 2 of 4.
Valet Finance partner overview, page 3 of 4.
Valet Finance partner overview, page 4 of 4.
Status
| Article Status | Published |
| Audience | Partners and Clients |
| Owner | Partner Success, Modular Solutions |
| Last Reviewed | 28 September 2026 |
Version / Sprint Reference
| Module | Finance |
| Partner | Valet Finance |
| Review Frequency | Quarterly, or when the Valet Finance integration changes |
