Access a wide range of financial solutions designed to align with your insurance agency’s operational goals. Our proven expertise in insurance agency bookkeeping includes the following:
Our dedication to excellence is reflected in all the services we provide. We offer insurance agency bookkeeping expertise and assist businesses with gaining financial clarity, stability, and compliance.
If you require insurance bookkeeping solutions to underlie your growth strategies and compliance requirements, phone Insurance Backoffice Pro, your insurance agency accounting and bookkeeping solution.
Why are your insurance bookkeeping services different from generic bookkeepers?
Our services are uniquely tailored for insurance agencies and brokers. We know carrier reconciliations, policy-level tracking of finances, commission splits, and regulatory compliance—areas often not dealt with by general bookkeepers.
Do you interface with the insurance management systems (IMS) or agency management systems (AMS) that we utilize?
Yes. We seamlessly integrate with the majority of AMS/IMS systems such as Applied Epic, AMS360, HawkSoft, and EZLynx, and this equates to effortless data synchronization and live financial reporting.
How do you reconcile carrier statements?
Our staff reconciles carrier commission reports with your agency records, tracking differences and ensuring that each earned commission is accounted for and reconciled correctly.
Are you accommodating multi-state and multi-carrier operations in your bookkeeping service?
Yes, indeed. We accommodate multi-state taxation reporting, carrier-specific accounting hierarchies, and regulatory requirements in various jurisdictions.
How often will I receive financial reports, and can they be tailored to fit my agency's KPIs?
We provide weekly, bi-weekly, or monthly reporting, whichever works best for you. All reports—P&L, balance sheets, AR/AP summaries—can be tailored to include measurements important to your agency's performance objectives.
Do your services support commission tracking and split reporting for agents?
Yes. Our insurance agency bookkeeping solutions include detailed tracking of producer commissions, bonus structures, and split arrangements to maintain accuracy in compensation and payout schedules.
Are your staff trained in insurance agency accounting, regulation, and compliance?
Yes. Our experts are experienced in GAAP principles and insurance accounting rules of the states, including Department of Insurance rules, for complete compliance.
Will you help out with tax time and IRS audits?
We provide year-end tax support, prepare financials for your CPA, and create in-depth documentation and reconciliation for IRS audit preparedness.
How does your new insurance agency do its onboarding process?
We begin with a discovery session to discuss your financial systems and processes. Then, we follow up with a transition plan that includes data migration, access setup, trial reconciliation, and reporting configuration—all with minimal disruption.
Do you have a trial period or pilot project?
Our teams are based in India and offer 24/7 support aligned with U.S. business hours.
Are there long-term contracts?
Yes. We offer a trial period to show you our capabilities and build a working relationship before engaging fully.