General Archives - Page 3 of 8 - PremiumAccounting

Platform

Record and bill
Billing and InvoicingPremium, taxes, fees and installments Accounts ReceivableAging, applications and credits Accounts PayableCarrier and producer payables

Balance and settle
CommissionsAgency, producer and contingent ReconciliationPremium, trust and carrier statements Premium SubledgerThe layer under your general ledger

Report and collect
ReportingInsurance financial reporting Premium Collection with CoverPayACH and card collection, applied automatically Insurance Accounting PlatformHow the pieces fit together

Platform overview See pricing
Solutions

By organization
Insurance AgenciesIndependent and captive Growing AgenciesAdding integrations and users MGAsMulti-program premium accounting Wholesale BrokersAgency bill and carrier settlement

Program AdministratorsTrust accounting and settlements Insurance CarriersPremium and financial operations
By situation
Running without an AMSPremium Accounting on its own Replacing spreadsheetsMove off manual reconciliation
Integrations

Upstream systems
Applied Epic AMS360 EZLynx NowCerts HawkSoft

Downstream ledgers
QuickBooks Online Xero Sage NetSuite Workday Microsoft Dynamics

Payments
CoverPayPremium collection by ACH and card Other payment providersPremium Accounting stays provider agnostic
Also
General ledger integration Salesforce

No integration is required. Premium Accounting runs standalone. See standalone mode
Resources

Guides
Insurance Agency AccountingThe full guide Agency Bill vs Direct Bill Trust Accounting Insurance Chart of Accounts Reconciliation

Controller playbooks
Month End Close Checklist Premium Reconciliation Checklist Trust Reconciliation Checklist
More
Modernization Roadmap FAQ
Pricing

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General

5-MINUTE READ

Insurance CFO’s Guide to Modern Accounting

5-MINUTE READ

How Insurance Accounting Automation Improves Profitability

5-MINUTE READ

Insurance Accounting KPIs Every Controller Should Monitor

5-MINUTE READ

Insurance Accounting Dashboard Every CFO and Controller Needs

5-MINUTE READ

Business Case for Modernizing Insurance Accounting

5-MINUTE READ

Why Your Insurance Accounting Team Keeps Falling Behind

5-MINUTE READ

Why You’re Hiring More Accountants Every Year (And Why It Keeps Happening)

5-MINUTE READ

Why Finance Doesn’t Trust the Numbers (And How to Fix It)

5-MINUTE READ

Why Your Insurance Controller Lives in Excel

Why Insurance Accounting Teams Need Continuous Reconciliation

5-MINUTE READ

Why Insurance Accounting Teams Need Continuous Reconciliation

Reduce Month End Close Time

5-MINUTE READ

How Insurance Controllers Can Reduce Month End Close Time

5-MINUTE READ

Insurance Trust Account Controls

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