Personal Lines Brokerages
Accounting for personal lines insurance brokerages
High-volume personal lines brokerages — auto and home — where most business is direct bill, carrier statements are heavy, and the back office is thin.
The pain points we hear
- Direct-bill commission statements that never quite reconcile
- High transaction volume swamping a small admin team
- Carrier downloads in Applied Epic that don't tie to the bank
- Premium trust reconciliation pushed to the bottom of the list
- Owners with no clean monthly read on profitability
How we help
- Direct-bill commission reconciliation against what carriers paid
- Carrier statement matching to Applied Epic each cycle
- Monthly premium trust reconciliation on a fixed schedule
- A repeatable month-end close that finishes on time
- Monthly owner reporting on revenue and profitability
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.