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Customer Stories

Real stories from the businesses behind the premium.

Real results from insurance businesses on Advance's bank-sponsored program: higher yield on premium trust balances, fewer fees, and fewer tools to reconcile.

Pathpoint

From under 0.5% to up to 3% APY on float.†

One five-minute change, with no new AMS, carrier setup or workflow.

Assureful Insurance

Trust accounts built to the binder. Yield on the float.†

Launched a new program with binder-ready trust accounts.

Carma Insurance

One portal for the whole premium lifecycle.

Five tools replaced by one Advance portal.

† Up to 3% APY is the maximum advertised rate; actual yield varies by account balance and agreement. APY is variable, subject to change, and accurate as of 9/1/2026. Advance is a financial technology company, not a bank. Banking services are provided by OMB Bank, Member FDIC.

Turn premium money from a passive liability into an asset

See what your premium balances could be earning. Request a demo with our team.

See how Advance works

See how Advance works

> Advance raises $8.55M

> Advance raises $8.55M

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Product

Product

Why Advance

Why Advance

Request a Demo

Request a Demo

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About

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Privacy Policy

Terms of Service

Terms of Service

Our demonstrated consistency in SOC 2 Type 2 reporting provides independent assurance that our control environment—spanning data storage, processing, and transfer—meets rigorous, independently audited benchmarks for security, availability, and confidentiality.

*. 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. OMB Bank does not sponsor Advance's AI program. 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. Annual Percentage Yield (APY) of up to 3% is available on eligible accounts and is accurate as of September 1, 2026. 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.

Turn premium money from a passive liability into an asset

See what your premium balances could be earning. Request a demo with our team.

See how Advance works

See how Advance works

> Advance raises $8.55M

> Advance raises $8.55M

Product

Product

Product

Why Advance

Why Advance

Request a Demo

Request a Demo

Company

Home

Home

About

About

Legal

Privacy Policy

Privacy Policy

Terms of Service

Terms of Service

Our demonstrated consistency in SOC 2 Type 2 reporting provides independent assurance that our control environment—spanning data storage, processing, and transfer—meets rigorous, independently audited benchmarks for security, availability, and confidentiality.

*. 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. OMB Bank does not sponsor Advance's AI program. 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. Annual Percentage Yield (APY) of up to 3% is available on eligible accounts and is accurate as of September 1, 2026. 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.

Turn premium money from a passive liability into an asset

See what your premium balances could be earning. Request a demo with our team.

See how Advance works

See how Advance works

> Advance raises $8.55M

> Advance raises $8.55M

Product

Product

Product

Why Advance

Why Advance

Request a Demo

Request a Demo

Company

Home

Home

About

About

Legal

Privacy Policy

Privacy Policy

Terms of Service

Terms of Service

Our demonstrated consistency in SOC 2 Type 2 reporting provides independent assurance that our control environment—spanning data storage, processing, and transfer—meets rigorous, independently audited benchmarks for security, availability, and confidentiality.

*. 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. OMB Bank does not sponsor Advance's AI program. 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. Annual Percentage Yield (APY) of up to 3% is available on eligible accounts and is accurate as of September 1, 2026. 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.

Advance is a financial technology company, not a bank. Banking services are provided by OMB Bank, Member FDIC.