Insurance Brokerage Accounting across Canada
Bookkeeping and accounting for insurance brokerages across Canada
We work with insurance brokerages across Canada. Brokers are licensed and regulated provincially, and each provincial regulator sets expectations for how client premium is held in trust and how brokerages report financially — we map your bookkeeping and trust reconciliation to your province's rules.
Regulation & trust
- Regulator
- Provincial insurance broker regulators
- Premium trust
- Client premium must be held in a segregated trust account and reconciled regularly
- Financial filing
- Financial reporting requirements vary by province and regulator
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.
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.