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 just wanted to tell you how much I have enjoyed working with you to automate our agency. Because we are a small commercial agency we get frequent requests for certificates. Because the system is so simple it is usually faster to do myself than sending my CSR an email.”Ray – Conroe, TX