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
“I have to tell you that I may put you guys in charge of our hiring. You have such a great support team! You all are just good folks.”Cory – Sterling, CO