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 Agency Systems training this morning was phenomenal. I appreciate the team coming together this morning utilizing all that knowledge she has to make our agency even better.”Sherrona – Columbia, SC