Banking¹ Built for the Insurance Industry:
Your Premiums, Your Revenue.

Banking¹ Built for the Insurance Industry:
Your Premiums, Your Revenue.

Banking¹ Built for the Insurance Industry:
Your Premiums, Your Revenue.

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Our Goal:
Banking¹. Advanced.

Unlimited Free
Premium Accounts

No fees. No minimums. Earn up to 3.5% APY with carrier-funds segregation compliance.²

End-to-End Payment Automation

Save time by forwarding your invoice. Our AI-enabled workflows will handle the rest.

Low-Cost, Revenue-Generating Processing

Earn on transactions with integrated checkout and premium financing revenue share.

Real-Time Reporting & Compliance Tools

Instant insights powered by AI and automated reports keep you audit-ready and in control.

Full-Service
Banking¹

Operational, fiduciary, bill pay, and credit cards—built for insurance workflows.

Bank-Grade Security and Data Protection

PCI compliant, encrypted, and designed to uphold the highest standards of fintech security.

Earn on your hard won premium.
Increase your revenue and improve your margins.

Our Goal:
Banking¹. Advanced.

Unlimited Free
Premium Accounts

No fees. No minimums. Earn up to 3.5% APY with carrier-funds segregation compliance.²

End-to-End Payment Automation

Save time by forwarding your invoice. Our AI-enabled workflows will handle the rest.

Low-Cost, Revenue-Generating Processing

Earn on transactions with integrated checkout and premium financing revenue share.

Real-Time Reporting & Compliance Tools

Instant insights powered by AI and automated reports keep you audit-ready and in control.

Full-Service
Banking¹

Operational, fiduciary, bill pay, and credit cards—built for insurance workflows.

Bank-Grade Security and Data Protection

PCI compliant, encrypted, and designed to uphold the highest standards of fintech security.

Earn on your hard won premium.
Increase your revenue and improve your margins.

Our Goal:
Banking¹. Advanced.

Unlimited Free
Premium Accounts

No fees. No minimums. Earn up to 3.5% APY with carrier-funds segregation compliance.²

End-to-End
Payment Automation

Save time by forwarding your invoice.
Our AI-enabled workflows will handle the rest.

Low-Cost, Revenue-
Generating Processing

Earn on transactions with integrated checkout and premium financing revenue share.

Real-Time Reporting
& Compliance Tools

Instant insights powered by AI and automated reports keep you
audit-ready and in control.

Full-Service
Banking¹

Operational, fiduciary, bill pay, and credit cards—built for insurance workflows.

Bank-Grade Security and Data Protection

PCI compliant, encrypted, and designed to uphold the highest standards of fintech security.

Earn on your hard won premium.
Increase your revenue and improve your margins.

Trusted by Industry Leaders

Trusted by industry leaders who have spoken up for change and continue advocating for progress, driving innovation and setting higher standards across the sector.

Trusted by Industry Leaders

Trusted by industry leaders who have spoken up for change and continue advocating for progress, driving innovation and setting higher standards across the sector.

Trusted by Industry Leaders

Trusted by industry leaders who have spoken up for change and continue advocating for progress, driving innovation and setting higher standards across the sector.

Why Advance?

Feature

Advance

Other Existing Solutions

Cost

Free

$10K+ for Fiduciary Account

Interest Earned

Up to 3.5%

0%

Embedded Checkout

Free + Revenue Share

Monthly Subscription

Automation

Free AI workflows
from day 1

Pay Monthly Subscription or Manually move your money 

Why Advance?

Feature

Advance

Other Existing Solutions

Cost

Free

$10K+ for Fiduciary Account

Interest Earned

Up to 3.5%

0%

Embedded Checkout

Free + Revenue Share

Monthly Subscription

Automation

Free AI workflows
from day 1

Pay Monthly Subscription or Manually move your money 

Why Advance?

Feature

Advance

Other Existing Solutions

Cost

Free

$10K+ for Fiduciary Account

Interest Earned

Up to 3.5%

0%

Embedded Checkout

Free + Revenue Share

Monthly Subscription

Automation

Free AI workflows
from day 1

Pay Monthly Subscription or Manually move your money 

1. Advance is a financial technology company, not a bank. Banking services are provided by OMB Bank, Member FDIC. Deposits in checking and savings accounts are held by OMB Bank and are eligible for FDIC insurance coverage. FDIC insurance covers the failure of an insured bank; pass-through insurance applies only if specific conditions are met. Fees, terms, and conditions may apply. Please review our Terms of Service and Privacy Policy. Contact us for questions about your privacy and consult a tax advisor for tax-related concerns.

2. Annual Percentage Yield (APY) of up to 3.5% is available on eligible accounts and is accurate as of September 1, 2025. Actual APY may vary based on account type and balance. Lower APYs may apply if eligibility requirements are not met. Rates are variable and subject to change at any time. Fees may reduce earnings.

1. Advance is a financial technology company, not a bank. Banking services are provided by OMB Bank, Member FDIC. Deposits in checking and savings accounts are held by OMB Bank and are eligible for FDIC insurance coverage. FDIC insurance covers the failure of an insured bank; pass-through insurance applies only if specific conditions are met. Fees, terms, and conditions may apply. Please review our Terms of Service and Privacy Policy. Contact us for questions about your privacy and consult a tax advisor for tax-related concerns.

2. Annual Percentage Yield (APY) of up to 3.5% is available on eligible accounts and is accurate as of September 1, 2025. Actual APY may vary based on account type and balance. Lower APYs may apply if eligibility requirements are not met. Rates are variable and subject to change at any time. Fees may reduce earnings.

1. Advance is a financial technology company, not a bank. Banking services are provided by OMB Bank, Member FDIC. Deposits in checking and savings accounts are held by OMB Bank and are eligible for FDIC insurance coverage. FDIC insurance covers the failure of an insured bank; pass-through insurance applies only if specific conditions are met. Fees, terms, and conditions may apply. Please review our Terms of Service and Privacy Policy. Contact us for questions about your privacy and consult a tax advisor for tax-related concerns.

2. Annual Percentage Yield (APY) of up to 3.5% is available on eligible accounts and is accurate as of September 1, 2025. Actual APY may vary based on account type and balance. Lower APYs may apply if eligibility requirements are not met. Rates are variable and subject to change at any time. Fees may reduce earnings.