Insurance Bookkeeping & Financial Services
Sell more policies and leave
the bookkeeping to us.
What’s Included in Your Insurance Bookkeeping Services:
All done directly in your Agency Management System
Packages
Shasta
Whitney
McKinley
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Direct Bill Processing
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Operating Account Management & reconciliation
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Trust Account Management & reconciliation
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Quarterly Financial Statements
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Email and phone support within 48 hours
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Everything in Shasta Package PLUS:
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Select fractional controller elements:
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Enhanced commission posting oversight
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Monthly reconciliation reviews
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45-minute quarterly financial review call or Loom video
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Email and phone support within 24 hours
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Everything in Whitney Package PLUS:
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Complete Fractional Controller Services:
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Monthly Close management
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A/R and A/P management
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Producer compensation analysis
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Same Day response guarantee
$950/mo
$1500/mo
$2500/mo
A La Carte Offerings
Direct Bill Commission Posting Management
$750/mo
Accounting Training on Agency Management System
Starting at $2,000
$1,000
Done-for-you SOPs & Workflows for Accounting
Systems we work with.
AFW
