AgencyZoom helps insurance agencies manage sales pipelines, customer relationships, and agency operations.Premium Accounting extends AgencyZoom with insurance-specific premium billing, receivables, payment tracking, reconciliation, and accounting workflows while synchronizing financial activity with your General Ledger.
AgencyZoom provides agencies with CRM and operational workflows. However, most agencies still manage accounting using separate systems, spreadsheets, or manual processes. Premium Accounting connects AgencyZoom with insurance-specific financial operations, eliminating duplicate entry while improving financial visibility.
Every financial transaction stays connected from policy issuance through accounting.
Every financial transaction stays connected from policy issuance through accounting.
Premium Accounting helps agencies automate:
Instead of moving data between systems, financial operations remain connected from beginning to end.
Premium Accounting synchronizes financial activity with:
AgencyZoom continues managing agency operations while Premium Accounting manages insurance financial operations.
Premium Accounting supports integration using available APIs, import/export capabilities, middleware, or other supported integration methods. Integration options depend on your AgencyZoom configuration, available APIs, implementation requirements, and business workflows.
Replace disconnected spreadsheets, manual reconciliations, and generic accounting workflows with insurance-native accounting infrastructure built for MGAs, wholesalers, program administrators, agencies, brokers, and carriers.
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