About ClassicPlan

ClassicPlan offers a full range of flexible premium finance solutions for insurance agency producers. Our technology and customer-first approach allow us to create customized solutions for insureds’ varying circumstances, as well as value-added services such as payment collection, marketing and live customer service. Premium Service, Customized Solutions – The ClassicPlan Way Since 1984

The funds provided by ClassicPlan allow small business owners across the country the opportunity to leverage their capitol and invest in themselves. ClassicPlan, our agency partners and our borrowers all share a common belief that the American Dream is alive and well. With hard work, courage and determination, we all can prosper and achieve success.

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Jim Walski Staff Photo

On behalf of the ClassicPlan team, I would like to welcome you to our website.

ClassicPlan was founded in 1984 by Peter and Barbara Walski, along with their business partner Neil O’Shea. Our founders had the dream of bringing a customer first, service focused premium finance business to life in order to fill a void left by the shuttering of a large personal lines finance company at the time.

I am proud to say that since 1984 we have made this dream a reality. Whether we are financing a policy for a newly licensed contractor or a publicly traded corporation, our staff is unwavering in our mission to provide exceptional customer service. Today, we are a national corporation that empowers businesses of all sizes to chase their American Dream.

Whether you are visiting ClassicPlan for the first time, are already a valued client or we have previously worked together, we hope our website gives you the opportunity to learn more about our services, market perspective and incredible people.

Thank you for visiting.

Jim Walski

ClassicPlan President

A rich history of putting our customers first.

In 1984, Peter Walski, Barbara Walski and Neil J. O’Shea came together to fill a void in the personal lines premium finance market. A large personal lines premium finance company shut down their operations leaving only one dominant personal lines premium finance company and no choice for independent insurance agents. Peter and Barbara Walski had backgrounds in back office accounting and custom software, Neil O’Shea had a background in insurance from the carrier/general agent perspective. Accuracy and knowledge of the insurance premium finance industry were critical factors to their success, and with their backgrounds it was a perfect match.

With absolutely no idea what a premium finance contract was, they began their due diligence. They met with insurance agents, insurance companies and even other premium finance companies. When the other premium finance companies told them it would be impossible to start a premium finance company without knowledge or accounting software, the partners took it as a challenge and ClassicPlan Premium Financing was born.

With the little resources they had, Peter and Barbara converted a one-room detached garage on their property in Chino Hills into ClassicPlan’s first office and data center! Who knew they had data centers in 1984. After obtaining a working capital loan from a local bank, Neil took to the streets to start earning business. Not long after, the first loan was received, stamped with a loan number and booked into the fledgling premium finance accounting system. In our corporate office, ClassicPlan still has the original stamper that stamped the first ClassicPlan loan. You can call it an antique, we call it history!

It didn’t take long for business to start coming in rapidly and ClassicPlan hired its first 2 full-time employees, Betty Kaylor and Shirley Case. Soon, Peter and Barbara’s one-room office became too small and the time had come for ClassicPlan to move up and out. In 1985, ClassicPlan purchased its current corporate office on Pipeline Ave in Chino, California. With room to expand, the partners began to nurture the business and watch it grow. Over the years, as our sales grew, so did our family of staff, some of whom have stayed with us for decades. We have been privileged to celebrate many 10-year, 20-year and even a few 30-year employee anniversaries!

In 1999, ClassicPlan began to see signs of a changing personal lines premium finance market. The partners decided it was time to embark on a transition to commercial lines premium financing. While they had gained many years of personal lines experience, the commercial lines market was a whole new learning experience. Over the past 17 years, ClassicPlan has continued to learn and grow in their desire to provide a premium finance product that instills confidence in our customers. Almost every day, we learn something new about premium financing.

Today, ClassicPlan Premium Financing is a family-owned-and-operated, multimillion-dollar company. While we now operate as a mature, sizable company, our core belief of “Service First” drives the operation every day at every level. This commitment provides top-tier service in the industry and a winning experience for our producers, borrowers and carriers alike. Everybody wins with ClassicPlan!

 Since 1984 

Get Started With ClassicPlan Premium Finance Today

We’ve served thousands of accounts in our 38+ years in Business and we’re just getting started. Building a lasting reputation means exceeding our client’s expectations often.

More Ways to Pay  •  More Experience  •  More Success

Trusted by others to do great work

Ric Insurance General Agency. An Amwins Company
Golden Bear Insurance Company

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