Insurance Brokerage Accounting in Alberta
Insurance brokerage bookkeeping in Alberta
Insurance brokers in Alberta are licensed and regulated through the Alberta Insurance Council. We keep your premium trust reconciled monthly and your books ready for provincial requirements. Confirm current requirements with the Alberta Insurance Council.
Regulation & trust
- Regulator
- Alberta Insurance Council
- Premium trust
- Client premium is expected to be held in trust and reconciled
- Financial filing
- Financial and trust requirements set under Alberta insurance regulation
Trust handling and financial filing obligations vary by regulator and your trust position. We map your engagement scope to the rules that apply in your province and keep your premium trust reconciled to them.
What working with us looks like
Applied Epic specialists, remote-by-design
We work inside Applied Epic with secure document exchange. Your accounting runs the way your broker management system already runs.
CPA-led brokerage service
Every engagement is overseen by a CPA and built for how a brokerage actually operates. Your books are built the way an owner needs to read them.
Brokerage-only specialization
We do not work with SMBs or other industries. Our entire workflow is shaped around premium trust, agency bill versus direct bill, and month-end close for brokerages.
Fixed-fee tiers
No hourly billing surprises. Three packages — Essentials, Growth, Enterprise — with inclusions on the pricing page.
Also serving
Ontario →Book a discovery call
Tell us about your brokerage and we'll walk you through exactly how we can help. No pressure, no obligation — just a straightforward conversation.
Get in Touch
Have a question? We typically reply within one business day.