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

Request a Demo

Blog

Why Premium Reconciliation Takes So Long

5-MINUTE READ

Why Premium Reconciliation Takes So Long (And How to Fix It)

5-MINUTE READ

Insurance Trust Account Reporting

Premium Reconciliation Errors

5-MINUTE READ

12 Common Premium Reconciliation Errors Insurance Controllers Should Know

Insurance Reconciliation Best Practices

5-MINUTE READ

Insurance Reconciliation Best Practices

Unapplied Cash in Insurance Accounting

5-MINUTE READ

Unapplied Cash in Insurance Accounting

Month End Premium Reconciliation

5-MINUTE READ

Month End Premium Reconciliation

Direct Bill Reconciliation

5-MINUTE READ

Direct Bill Reconciliation

Agency Bill Reconciliation

5-MINUTE READ

Agency Bill Reconciliation

Company Payable Reconciliation

5-MINUTE READ

Company Payable Reconciliation

Carrier Statement Reconciliation

5-MINUTE READ

Carrier Statement Reconciliation

Premium Reconciliation

4-MINUTE READ

Insurance Premium Reconciliation

trust accounting software

5-MINUTE READ

Insurance Trust Accounting Software

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