Manage Your Agency
Integrated Accounting
Accounting for your insurance agency should be easy and accurate. Utilize our real-time accounting without lengthy month-end and year-end processes. Gain valuable information on agency finances, client retention rates, new policy business growth, and more without specialized knowledge.
- Trust Accounting
- Full General Ledger Accounting
- Commission Download Statements
- Batch process financial reports
- Easy to understand report layouts
- Run analytical reports based on CSR or Producer, Type of Policy or Carrier
“The downloads are working great and are such a time saver. So glad that is up and working now. Thank you for all your help. You sure make my job easier with every meeting we have.”Christal – Gravois Mills, MO