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

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