See Premium Accounting In Action
Schedule a personalized demo and see how PremiumAccounting.ai helps insurance agencies, MGAs, wholesalers, program administrators, and carriers modernize premium accounting, trust accounting, carrier settlements, reconciliation, and financial reporting while keeping their existing General Ledger.
What You Will See During The Demo
Every demonstration is tailored to your organization's business model, workflows, and accounting processes. Whether you're an agency, MGA, wholesaler, program administrator, or carrier, we'll demonstrate how PremiumAccounting.ai serves as the insurance accounting subledger between your policy administration system and your General Ledger. Our team will walk through the areas most relevant to your organization.
Insurance Billing
See how agencies, MGAs, wholesalers, and program administrators manage:
- Agency Bill
- Direct Bill
- Installment Billing
- Premium Financing
- Policy Billing
- Endorsements
- Renewals
- Fees
- Return Premium
Learn how Insurance Billing Software helps agencies reduce manual processes while improving financial visibility.
Insurance Invoicing
Review how insurance organizations generate, manage, and track invoices across agencies, MGAs, wholesalers, and program business.
- Generate Invoices
- Track Customer Balances
- Monitor Outstanding Receivables
- Improve Collections
- Manage Customer Billing Activity
See how Insurance Invoicing Software simplifies billing operations while improving customer experience.
Premium Collection
See how insurance organizations collect, apply, reconcile, and track premium across multiple carriers, programs, and payment methods.
- ACH Payments
- Credit Card Payments
- Installment Payments
- Online Payment Links
Learn how Insurance Premium Collection Software helps agencies accelerate collections while reducing administrative effort.
Online Payments
See how customers can:
- Receive Invoices
- Click Payment Links
- Submit Payments Online
- View Outstanding Balances
Review how Online Insurance Payments and Insurance Payment Links simplify premium collection.
Insurance Accounting Subledger
See how PremiumAccounting.ai serves as the operational insurance accounting subledger between your policy administration platform and your General Ledger.
- Premium Accounting
- Trust Accounting
- Carrier Payables
- Company Payables
- Commission Accounting
- Premium Reconciliation
- Carrier Settlements
- Cash Application
Watch validated accounting entries automatically post into your General Ledger, including QuickBooks, Sage Intacct, Xero, and Workday.
Insurance Premium Reconciliation
See how PremiumAccounting.ai continuously reconciles:
- Policy Transactions
- Premium
- Trust
- Carrier Statements
- Carrier Payables
- Commissions
- Cash
- General Ledger
Controllers review exceptions instead of manually matching thousands of transactions.
Reporting & Visibility
Replace the existing reporting bullets with executive-level reporting:
- Gross Written Premium
- Net Written Premium
- Trust Balance
- Carrier Payables
- Cash Position
- Outstanding Exceptions
- Settlement Status
- Accounting KPIs
Review how Insurance Financial Reporting Software improves decision making and operational visibility.
Integrations We Support
Accounting Systems
- QuickBooks
- Xero
- Sage
- Workday
- NetSuite
- Microsoft Dynamics
- Wave
- FreshBooks
Agency Platforms
- Applied Epic
- AMS360
- EZLynx
- HawkSoft
- AgencyZoom
- Salesforce
Our team can discuss how Premium Accounting fits into your existing technology environment.
Who Should Request A Demo
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.
Growing Insurance Organizations
Scale financial operations with automated billing, payment processing, accounting, reconciliation, and General Ledger integration.
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.
Common Challenges We Help Solve
- We Need Insurance Accounting Without Replacing Our ERP
- Our Controller Lives in Excel
- Month-End Takes Too Long
- Carrier Statements Never Match
- Trust Accounting Is Manual
- We Keep Hiring Accountants
- We Need Better Financial Visibility
See how PremiumAccounting.ai serves as the insurance accounting subledger while QuickBooks, Sage Intacct, Xero, or Workday remain your General Ledger.
What Happens Next
Submit Your Request
Complete and submit your demo request form.
Requirements Review
A member of our team reviews your business requirements.
Schedule a Demo
We arrange a personalized demo at a convenient time.
Workflow Review
Review workflows, integrations, and implementation options.
Evaluate the Solution
Determine whether Premium Accounting is the right fit for your organization.
Why Agencies Request A Demo
Insurance Accounting Subledger
Purpose-built for agencies, MGAs, wholesalers, program administrators, and carriers to manage operational insurance accounting before validated accounting entries are posted into your General Ledger.
Personalized Demo
See workflows relevant to your agency.
Integration Review
Discuss your current systems and processes.
Real Business Scenarios
Review billing, payments, accounting, and reporting workflows.
Faster Evaluation
Determine fit without lengthy implementation projects.
Scalable Growth
Learn how agencies automate financial operations while supporting growth.
Modernize Insurance Accounting Operations
Replace disconnected spreadsheets, manual reconciliations, and generic accounting workflows with insurance-native accounting infrastructure built for MGAs, wholesalers, program administrators, agencies, brokers, and carriers.