Our Story

We saw first hand as agency principals that actual tech was dreadfully lacking in the premium finance industry. How you may ask? We were end users for nearly two decades. So, we took control. We researched, talked to agencies, and refused to accept “this is how it’s always been done.”
Instead, we built our own cutting-edge, AI-driven platform—designed specifically for retail agents, by retail agents. We intimately understand agency operations and what it takes to run and grow an insurance agency. Our founders took that experience and custom-designed a system that reduces administrative tasks like generating finance agreements, invoicing insureds for down payments & paid-in-full accounts, and automatically paying carriers and brokers on behalf of the agency.

Because bad tech doesn’t just slow you down—it holds your entire agency back.

Jeremy Wharton - CEO

Jeremy Wharton is a veteran entrepreneur and accomplished leader with deep expertise in risk management, insurance agency operations, and capital strategy. As CEO of Everglades Financial, he drives innovation in fintech premium financing, leveraging technology to optimize growth. With over 20 years of experience, Jeremy has successfully co-founded and led multiple businesses, including a commercial insurance agency and an industrial services company. His strategic leadership and financial acumen make him a leader in both financial and industrial sectors.