Choose the right Premium Accounting plan for your insurance organization. Whether you're an independent agency, MGA, wholesale insurance broker, program administrator, or insurance carrier, Premium Accounting provides insurance-native billing, premium accounting, trust accounting, reconciliation, financial reporting, and accounting automation that scales with your business.
Whether you're an independent insurance agency looking to automate billing and accounting or a large MGA managing complex premium operations, Premium Accounting offers a plan designed for your business. Built specifically for insurance organizations, Premium Accounting works independently or alongside QuickBooks, Xero, Sage, NetSuite, Workday, and other accounting platforms.
Perfect for independent agencies beginning to automate premium accounting.
Includes:
No accounting system integration required.
For growing agencies already using QuickBooks Online or Xero.
Everything in Starter plus:
Starting at
Customized for your organization
For MGAs, wholesale insurance brokers, program administrators, insurance carriers, and enterprise insurance organizations managing premium accounting, trust accounting, carrier settlements, commission accounting, reconciliation, and insurance financial operations.
Includes:
Let’s discuss your requirements and build the right solution for your organization.
| Feature | Starter | Professional | Enterprise |
|---|---|---|---|
| Insurance Premium Accounting | |||
| Insurance Billing | |||
| Insurance Invoicing | |||
| Installment Billing | |||
| Payment Tracking | |||
| Premium Reconciliation | |||
| Financial Reporting | |||
| Trust Accounting | |||
| Commission Accounting | |||
| Carrier Settlement Management | |||
| Agency Bill & Direct Bill | |||
| Audit Trails | |||
| Insurance Accounting Automation | |||
| QuickBooks Integration | |||
| Xero Integration | |||
| Sage Integration | |||
| NetSuite Integration | |||
| Workday Integration | |||
| Microsoft Dynamics Integration | |||
| Custom ERP Integrations | |||
| Dedicated Onboarding |
Start with Starter or Professional depending on whether you currently use QuickBooks or Xero.
Professional provides insurance-specific workflows while keeping your existing accounting system.
Enterprise delivers premium accounting, reconciliation, financial automation, and ERP integration designed for larger insurance organizations.
Enterprise provides premium accounting, carrier settlements, trust accounting, commission accounting, financial reporting, reconciliation, ERP integrations, and enterprise insurance financial operations designed specifically for insurance carriers.
Every Premium Accounting subscription includes:
Most accounting software was built for general business accounting. Premium Accounting was built specifically for insurance financial operations. From premium accounting, billing, invoicing, trust accounting, payments, commission accounting, carrier settlements, reconciliation, and financial reporting to insurance accounting automation, every workflow is designed around how insurance agencies, MGAs, wholesale insurance brokers, program administrators, and insurance carriers manage premium operations. Whether you use QuickBooks, Xero, Sage, NetSuite, Microsoft Dynamics, Workday, or another ERP, Premium Accounting becomes your insurance accounting platform while your existing accounting system remains your general ledger.
Replace disconnected spreadsheets, manual reconciliations, and generic accounting workflows with insurance-native accounting infrastructure built for MGAs, wholesalers, program administrators, agencies, brokers, and carriers.