Insurance Premium Accounting
Manage insurance premium accounting, billing, payments, trust accounting, reconciliation, commissions, carrier settlements, and financial reporting through one insurance-native platform. Built for insurance agencies, MGAs, wholesale insurance brokers, program administrators, and carriers with optional QuickBooks, Xero, Sage, and Workday integration.
See Premium Accounting in Action
Choose the demo that matches your organization and see how Premium Accounting streamlines billing, payments, premium accounting, trust accounting, reconciliation, commissions, and financial reporting.
Insurance Agencies
See how independent agencies automate billing, premium accounting, online payments, reconciliation, and accounting workflows.
Managing General Agents (MGAs)
Learn how MGAs manage premium accounting, trust accounting, commissions, carrier settlements, and financial operations.
Wholesalers
See how wholesalers simplify premium billing, collections, reconciliation, commissions, and accounting across retail agency networks.
Insurance Billing, Payments & Accounting Built For Agencies, MGAs & Wholesalers
Most insurance agencies, MGAs, and wholesalers rely on disconnected systems for billing, payments, and accounting. Invoices are created in one platform, payments are collected through another, and accounting teams spend valuable time manually updating QuickBooks, Xero, spreadsheets, and internal reports. Premium Accounting connects billing, payments, and accounting into a single workflow designed specifically for insurance organizations. Generate invoices, send payment links, collect premiums through ACH or credit card, automate accounting updates, and reconcile transactions through one platform. Whether your organization operates commercial lines, personal lines, specialty programs, or multiple lines of business, Premium Accounting helps simplify financial operations while reducing manual work. Insurance organizations can further improve efficiency with insurance billing software, streamlined insurance invoicing software, and integrated insurance payment software designed specifically for insurance operations.
How Premium Accounting Works
Create Insurance Invoices
Generate invoices for new business, renewals, endorsements, installment plans, policy fees, inspections, and other insurance-related transactions.
Collect Payments Online
Send invoices with integrated payment links allowing customers to pay by ACH or credit card through secure online payment workflows.
Synchronize Accounting Transactions
Automatically update accounting records and synchronize invoice and payment activity with accounting systems.
Reconcile Financial Activity
Match invoices, payments, fees, commissions, and accounting transactions through automated reconciliation workflows.
Solutions
Insurance Billing Software
Create and manage insurance invoices through workflows designed specifically for agencies.
Generate invoices from policy transactions, endorsements, installment plans, and recurring billing schedules while maintaining complete visibility into outstanding balances and payment activity.
Learn more about insurance billing softwareInsurance Payment Software
Collect premium payments through integrated payment workflows.
Provide customers with secure online payment options, automate payment tracking, and improve premium collection processes through a modern payment experience.
Learn more about insurance payment softwareInsurance Accounting Software
Reduce manual accounting work by connecting billing and payment activity directly into accounting workflows.
Automate journal entries, payment posting, reconciliation, reporting, and accounting updates through insurance-specific automation.
Learn more about insurance accounting softwareQuickBooks, Xero, Sage & Workday Integrations
Premium Accounting operates as your insurance premium accounting platform while QuickBooks, Xero, Sage, or Workday remains your general ledger. Automatically synchronize invoices, premium payments, journal entries, receivables, reconciliations, financial reporting, and accounting transactions while eliminating duplicate data entry and manual accounting work.
Learn more about our QuickBooks Insurance Integration, Xero Insurance Integration, Sage Insurance Integration, and Workday Insurance Integration.
Built for Agencies, MGAs, Wholesalers, Program Administrators & Carriers
Independent Agencies
Manage billing, payments, premium accounting, and reconciliation from one insurance-specific platform.
Managing General Agents (MGAs)
Automate premium accounting, trust accounting, commission management, and financial workflows across multiple programs.
Wholesalers
Simplify billing, premium collection, reconciliation, and accounting while supporting retail agency distribution.
Program Administrators
Manage program-level billing, premium accounting, reporting, and financial operations across multiple carriers and programs.
Insurance Carriers
Support premium accounting, carrier settlements, trust accounting, commission accounting, reconciliation, financial reporting, and enterprise accounting workflows across multiple products and distribution channels.
Insurance Premium Accounting
Automate premium accounting, trust accounting, commissions, carrier settlements, reconciliation, and insurance financial operations through a platform built specifically for insurance organizations.
Premium Accounting is designed for insurance organizations that need more than traditional accounting software. Whether you are an independent agency, MGA, wholesaler, or program administrator, the platform streamlines billing, payments, premium accounting, reconciliation, and financial reporting while integrating with your existing accounting system.
Why Insurance Organizations Choose Premium Accounting
Insurance Focused
Built specifically for insurance billing, payments, and accounting workflows.
Insurance Focused
Collect premium payments directly from invoices through integrated payment links.
Accounting Automation
Reduce manual accounting work and improve financial accuracy.
Faster Reconciliation
Automate payment matching and transaction reconciliation.
Accounting & ERP Integrations
Connect Premium Accounting with QuickBooks, Xero, Sage, Workday, and supported enterprise accounting systems while keeping your existing general ledger.
Scalable Operations
Support growing insurance organizations through automated billing and accounting workflows.
Insurance Billing, Payments & Accounting In One Platform
Managing premium accounting, billing, payments, trust accounting, carrier settlements, reconciliation, commissions, and financial reporting across multiple systems creates unnecessary complexity and operational risk. Premium Accounting unifies insurance financial operations into a single insurance-native platform while integrating with QuickBooks, Xero, Sage, Workday, and enterprise accounting systems. Whether you are an agency, MGA, wholesaler, program administrator, or carrier, Premium Accounting helps modernize insurance accounting without replacing your existing general ledger.
Modernize Insurance Accounting Operations
Replace disconnected spreadsheets, manual reconciliations, and generic accounting workflows with insurance-native accounting infrastructure built for insurance agencies, MGAs, wholesalers, program administrators, and carriers.