Multi-Line Brokerages
Accounting for multi-line and full-service brokerages
Full-service brokerages writing both personal and commercial lines, with a mix of agency bill and direct bill across many carriers and producers.
The pain points we hear
- A mix of agency and direct bill that no one method handles cleanly
- Many carriers, each with its own statement format
- Revenue that can't be seen by line of business
- Producer compensation that spans personal and commercial books
- Reporting that arrives too late to act on
How we help
- Both agency-bill and direct-bill reconciliation handled correctly
- Carrier statement matching across all your insurers
- Revenue reporting by line of business and by producer
- Premium trust reconciliation across the whole book
- Monthly owner reporting and a close that lands 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.
Get in Touch
Have a question? We typically reply within one business day.