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

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Insurance Premium Accounting Controls

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Insurance Premium Accounting Best Practices

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Why Insurance Accounting Is Different

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7 Signs You’ve Outgrown QuickBooks for Insurance Accounting

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Insurance Premium Accounting Software Buyer’s Guide

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What Is Insurance Trust Accounting?

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Insurance Premium Accounting Workflow

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Why Spreadsheet-Based Premium Accounting Doesn’t Scale

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How to Modernize Insurance Premium Accounting

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Insurance Premium Accounting Lifecycle

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Insurance Premium Accounting Software

How Insurance Premium Accounting Works

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How Insurance Premium Accounting Works

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