Insights
Field notes on Canadian brokerage accounting
Articles on premium trust reconciliation, carrier statement matching, Applied Epic accounting, and month-end close discipline — written for owners and controllers of Canadian insurance brokerages.
Why Brokerage Books Drift Into Spreadsheets — and How to Keep Applied Epic Clean
An explainer on why Canadian brokerages quietly move their accounting from Applied Epic into spreadsheets, what it costs them, and how to keep the books clean in the system.
The Quiet Discipline That Protects a Brokerage: Monthly Trust Reconciliation
Why reconciling your premium trust account every month is the single most important accounting habit a Canadian insurance brokerage can build — explained, with regulation hedged.