The Marathon System

Powerful, Integrated Solutions for Insurance Agencies

Browser-Based Access

No installation required — access from anywhere.

Fully Integrated or Standalone

Use our combined system or integrate just the finance platform with your existing tools.

Agency Management System

  • New Business Integration with Rater
  • Company Statement Download Wizard
  • Agency Bill & Direct Bill Support
  • Notes, Letters, Docs, Forms, SMS & Email
  • Document Storage
  • Renewal Quoting & Tracking
  • Prospect Quoting
  • Payment Tracking & Sweeps
  • User & Referral Commissions
  • Full Accounting & Reconciliation
  • Customer Portal for Payments & Forms
  • Smart Reminder & Workflow System

Premium Finance System

  • New Business Integration with Rater
  • Generate Intents, Cancellations & Late Fees
  • Letters, Emails & SMS to Customers & Carriers
  • Automated Monthly Billing
  • Notes, Documents, Forms, SMS & Email
  • Real-Time Payment Tracking
  • Accounting & Reconciliation
  • Customer Portal Access
  • Recurring Billing Options
  • Workflow & Reminder System

Shared Capabilities

  • Online Payment Integration
  • Texting via Twilio, ZipWhip, Message Media, CallFire
  • Email Support (Office365, Gmail, Yahoo)
  • Auto Club System Integration

Reporting & Customization

  • Export to CSV, JSON, XML, and more
  • Scheduled Reports via Email, FTP, S3
  • Custom Templates for Email, SMS & Letters
  • Customizable Text & Forms
  • Intuitive Data Entry Forms

Workflow & Activity Tracking

  • Optional Begin/End Day Processing
  • Transmission Tracking
  • Daily Work Diary
  • User & Website Login History
  • Full Process Logs

Robust Security

  • Customizable User Permissions
  • Encrypted Data Files
  • Secure Password Storage
  • Two-Factor Authentication (2FA)

Support & Training

  • Email & Phone Support
  • Daily Verified Backups
  • Onboarding & Ongoing Training
  • Extensive Tutorial Library

AGENCY MANAGEMENT

Point Of Sale

Customer & Policy Tracking

Reconciliation and Statements

Completely Integrated Accounting

Document Imaging & Management

Contact Us Learn about Premium Financing