Managing General Agents (MGAs)
Accounting for managing general agents
Managing general agents that collect premium, remit to carriers, and settle with sub-brokers — where bordereaux, fiduciary funds, and remittance timing all have to reconcile.
The pain points we hear
- Bordereaux that don't reconcile to what was collected and remitted
- Premium remittance timing to carriers that is hard to track
- Sub-broker settlement and commission owed across many partners
- Fiduciary funds that must stay clearly accounted for
- Carrier reporting that demands accuracy and speed
How we help
- Bordereaux reconciliation against collections and remittances
- Premium remittance and premiums-payable scheduling
- Sub-broker settlement and commission statements
- Fiduciary / trust funds reconciled monthly
- Carrier-ready reporting produced on time
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.
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Have a question? We typically reply within one business day.