Robertson James                   Financial Corpora
  • Home
  • What is Premium Financing
  • Why Finance with RJFC
  • Submit a Quote
  • About Us
  • President's Message
  • Contact us
  • Quote form
              Robertson James                   Financial Corpora
  • Home
  • What is Premium Financing
  • Why Finance with RJFC
  • Submit a Quote
  • About Us
  • President's Message
  • Contact us
  • Quote form

QUOTING PROCESS

Our premium financing process is streamlined and utilizes a minimum amount of the broker’s time.  Below are steps to obtaining a quote.  Click the underlined link to download our Quote & Renewal Request Form

Please complete the quote & renewal request form and email it to quote@rjfc.ca


That is all you have to do!



Please read below to learn more about what happens after you submit a quote.


- We reply to your request with a quick turn around via email. The email will have 2 PDF documents attached.  An attachment of our quote and an attachment of the monthly payment schedule.

- You may present the documents to the insured(s) for review and acceptance.

- If financing is accepted, please have insured(s) sign the documents (four pages) as well as the monthly payment schedule.

- A signature from the Broker/Agent is required on page three of the documents.

- Attach a void cheque or pre-authorized debit form with the signed documents for the automatic monthly payments.

- A down payment is required with the signed documents for financing to be accepted with our firm, and we offer the following options:


Option #1.     E-mail transfer to quote@rjfc.ca 


Option #2.     Certified cheque, money order, or broker cheque payable to Robertson James Financial Corporation and mailed to our office. 


Additional Information for the Broker/Agent:


Once our office receives the signed documents and down payment, we will process the monthly payments accordingly and send an email confirmation of acceptance.


Note: E signature and digital copies may be submitted.  Please email signed documents to quote@rjfc.ca 


ICS Courier accepted.

Copyright © 2019 Robertson James Financial Corporation - All Rights Reserved.

  • Home
  • What is Premium Financing
  • Why Finance with RJFC
  • Submit a Quote
  • About Us
  • President's Message
  • Contact us
  • Quote form

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