Wholesale & Surplus Lines Brokers
Accounting for wholesale and surplus lines brokers
Wholesale and surplus lines brokers placing non-standard risk, often with layered commission flows, non-admitted or foreign carriers, and multi-currency transactions.
The pain points we hear
- Layered commission flows between retailers, wholesaler, and carrier
- Non-standard and foreign carriers with irregular statements
- Multi-currency placements complicating reconciliation
- Trust handling across currencies and parties
- Thin reporting on where the margin actually is
How we help
- Layered commission accounting across all parties
- Reconciliation of non-standard and foreign carrier statements
- Multi-currency transaction handling in the books
- Premium trust reconciliation across currencies
- Margin and revenue reporting owners can act on
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.