Commercial Lines Brokerages
Accounting for commercial lines insurance brokerages
Commercial lines brokerages with significant agency-bill business, large premiums flowing through trust, and producer compensation that has to be split and tracked accurately.
The pain points we hear
- Agency-bill premiums moving through trust without clean tracking
- Premiums payable to insurers that are hard to pin down
- Producer commission splits living in spreadsheets
- Endorsements and cancellations complicating the books
- A month-end that drags into the following month
How we help
- Agency-bill reconciliation and premiums-payable schedules
- Premium trust reconciliation with a clear surplus/shortfall read
- Producer and sub-broker commission statements off the ledger
- Endorsement and cancellation handling in Applied Epic
- A disciplined month-end close with committed turnaround
Ready to talk about your brokerage?
Discovery calls are 30 minutes, no obligation. We'll walk through your books, your reporting needs, and what good would look like.
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.