Service packages
Build the support that
fits your agency
fits your agency
Assisted means we work alongside your team. Managed means we take it
end to end. Choose per service, or skip one entirely.
01
Commissions
Recording, reconciling, and reporting every
commission across carriers and producers
Included With Managed
Record commission on GL
Reconcile commissions in AMS
Producer report generation
Pull commission statements
Troubleshooting and PR / BR questions
Commission dashboard
Included With Managed
Record commission on GL
Reconcile commissions in AMS
Producer report generation
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Pull commission statements
Troubleshooting and PR / BR questions
Commission dashboard
Included With Managed
Record commission on GL
Reconcile commissions in AMS
Producer report generation
Pull commission statements
Troubleshooting and PR / BR questions
Commission dashboard
02
Trust Accounting
Insured payments and agency bill payables, kept clean and compliant
Included With Managed
Record insured payments in AMS
Record agency bill payables in AMS
Process agency bill payables
Trust balance report
Included With Managed
Record insured payments in AMS
Record agency bill payables in AMS
Process agency bill payables
Trust balance report
Included With Managed
Record insured payments in AMS
Record agency bill payables in AMS
Process agency bill payables
Trust balance report
03
Operation Accounting
Day-to-day expenses and vendor payables on the general ledger
Included With Managed
Record expenses on GL
Process vendor payables
Included With Managed
Record expenses on GL
Process vendor payables
Included With Managed
Record expenses on GL
Process vendor payables
Add-ons for any setup
Invoicing, payroll, and month-end financials can be added to any combination. Need to
catch up first? A one-time clean up brings messy or backlogged books current.
01
Invoicing
Invoices prepared and sent on your behalf.
02
Payroll
Payroll processed and recorded alongside your accounting.
03
Month-end financials
A clean monthly close, with financials you can trust.
04
Clean up
A one-time project to bring messy or backlogged books current.
a quick conversation
Book a call about
this setup
A quick conversation to see if we're the right fit.
No prep required.
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