Pillar
Agency Bill vs Direct Bill Accounting: Canadian Guide
How agency-bill and direct-bill premium flows hit a brokerage's books: premium, trust, premiums payable and commission income, with entries and Epic setup.
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Guides for Canadian insurance brokerages
Applied Epic accounting, premium trust, carrier and commission reconciliation, agency versus direct bill, month-end close — written for the people who actually have to do the work. Updated regularly with sources cited.
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Pillar
Applied Epic Accounting for Canadian Brokerages
How accounting works in Applied Epic for Canadian insurance brokerages: the flow from policy to GL, chart of accounts, agency vs direct bill, trust, and month-end control points.
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Bookkeeping for Insurance Brokers: What's Different
The map of brokerage bookkeeping for Canadian insurance brokers: trust, agency vs direct bill, carrier reconciliation, commission, producer splits, how the pieces fit together in a month, and what to ask before you hire.
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Carrier Statement Commission Reconciliation Guide
How to reconcile insurer statements to your broker management system: direct bill vs agency bill, aged schedules, disputes, and producer splits.
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Insurance Premium Trust Accounting in Canada
What a premium trust account is, how trust assets and liabilities work, how to run a monthly trust reconciliation, and what each provincial regulator expects.
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Outsourcing Brokerage Accounting: The Operating Manual
How outsourced accounting actually runs at a Canadian insurance brokerage: a responsibility matrix, the transition checklist, the access you grant, a 90-day timeline, and what the first monthly close looks like day by day.
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Insurance Brokerage Chart of Accounts: How to Structure It
How an insurance brokerage chart of accounts should be structured — segregated trust banks, premium payable, direct-bill commission receivable, commission vs contingent revenue, producer payables — and how it maps to Applied Epic.
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Insurance brokerage accounting glossary (Canada)
A working reference for Canadian insurance brokerage accounting terms, grouped by topic: premium trust, agency bill and direct bill, commission and carrier reconciliation, Applied Epic, provincial regulators, month-end close, and tax and records. Each term says where it shows up in the system, what usually goes wrong, and how it gets reconciled.
Read guide →Brokerage Financial Reporting: The Numbers Owners Need
The monthly financial reporting and KPIs Canadian insurance brokerage owners should see — P&L, balance sheet, trust position, revenue by line and producer, and lender readiness.
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