As an agent, we know portfolio management is key. Unlike some competitors who utilize “canned” reporting solutions and “off-the-shelf” systems, we built our own system from the ground up, by experienced professionals with decades of F&I product administration experience. With Equitas, we offer:
As an agent, we know communication with your product providers is key. That’s why at Equitas we offer industry-leading client support services. We don’t just communicate – we overcommunicate as we know getting back to you is key. We also offer comprehensive product training, industry-leading product support, and other client services that set us dramatically apart from the competition. We don’t just give you “lip service” when it comes to service – we mean it!
We know that having state-of-the art products are key. That’s why we offer coverage (vehicle protection plans, ancillary products, and GAP coverage) on nearly everything with an engine – from automobiles (including high-end and exotic vehicles) to electric/hybrid vehicles, medium & heavy trucks, RV’s & travel trailers, and powersport products, at Equitas it is our goal to product every possible asset that one of your dealers can sell. And while our coverage options are extensive click here to see more, we also offer a rating structure that is competitive while still affording your dealerships the maximum sustainable underwriting profitability.
We know that in today’s climate, income development and wealth-building for dealers is key to keeping long-term, sustainable, profitable business for your agency.
With Equitas, we offer extremely competitive reinsurance (Producer Affiliated Reinsurance Company [PARC]) and Dealer-Owned Obligor Company (DOOC) plans click here to read more.
Not only do we offer industry-leading advise and expertise (and partner with outside firms that are leaders in our industry) we also offer innovative solutions that allow your selling dealers to grow their wealth in ways many of our competitors do not.
At Equitas, we know that dealer access to capital is paramount, which is why we offer:
While nearly all of our competition requires dealers to go elsewhere for investment management services, at Equitas, we are unique in that we have our own in-house investment advisory firm, Equitas Investment Advisors, LLC (“Equitas Asset Advisors”). By utilizing Equitas Asset Advisors, dealers have access to an in-house firm that has extensive experience in investment of Producer Affiliated Reinsurance Company (“PARC”) and Dealer Owned Obligor Company (“DOOC”) assets.
By using our in-house firm, dealers have access to an investment firm with industry-specific knowledge, that can craft customized investment portfolio management strategies that are specific to dealer-affiliated reinsurance or obligor risk assumption vehicles.
With Equitas Asset Advisors, dealers can utilize an aggressive, moderate, or conservative portfolio management strategy and save thousands of dollars in annual fees that are charged by the external investment firms utilized by our competition. While dealers are not required to use Equitas Asset Advisors – we offer a competitive investment management experience that is far ahead of our competition in benefits to partner dealers
