Premium Accounting helps insurance agencies, MGAs, and wholesalers automate customer billing, premium invoicing, installment plans, receivables, payment tracking, and accounting workflows through one connected platform. Whether billing a single policy or managing thousands of customer accounts, Premium Accounting keeps billing and accounting synchronized.
Insurance billing involves much more than creating invoices.
Every customer may have different:
Premium Accounting manages these workflows together so billing remains accurate throughout the policy lifecycle.
Unlike generic billing software, Premium Accounting understands insurance operations.
Manage:
Support multiple billing models including:
Every billing workflow automatically feeds accounting and reporting.
Track every customer account from invoice through payment.
Monitor:
Real-time visibility helps accounting teams prioritize collections before balances become overdue.
Premium Accounting allows agencies to continue using their preferred payment provider.
Support payment workflows including:
Future payment providers through supported integrations. Billing remains connected regardless of how payments are collected.
Customer billing automatically connects with accounting workflows.
This eliminates duplicate entry between operational billing and accounting systems.
Simplify customer billing while continuing to use QuickBooks or Xero.
Manage complex billing, installment plans, and receivable workflows.
Support billing across multiple programs, producers, and carrier relationships.
Manage agency bill workflows with centralized billing and financial visibility.
Replace disconnected spreadsheets, manual reconciliations, and generic accounting workflows with insurance-native accounting infrastructure built for MGAs, wholesalers, program administrators, agencies, brokers, and carriers.