Insurance Accountants

Feeling Stuck With Accounting?

Focus on Growth with Insurance Accountants for  Simplified Solutions

Dealing with finances, from managing employee salaries and commissions to taxes, can be a challenge, especially if you don’t have an in-house accountant. That’s where we come in. As your dedicated insurance accountant, we handle the bookkeeping, financial reports, and more, so you don’t have to. Our services are designed specifically for independent agents and brokers nationwide, making your accounting stress-free and easy to manage.


We understand the insurance industry inside and out, offering reliable support tailored to your needs. Let Insurance Accountants take care of the numbers so you can focus on what you do best—serving your clients.

Here’s How We’ll Transform Your
Financial Landscape:

Free Yourself from the Grind

Stop wrestling with spreadsheets and reports. We'll handle the day-to-day accounting, freeing you to focus on building relationships and closing deals. (Just ask Jason Massey, our Applied Epic guru who cut his teeth at Amex. He'll tell you the same thing!)

Unlock Strategic Insights

We don't just crunch numbers. As insurance accountants, we turn them into actionable insights that fuel smarter decision-making. Imagine having a clear roadmap to growth backed by data you can trust.

Scale with Confidence

Our services are built to grow alongside your agency. No matter how big your dreams get, we'll have the financial management expertise to support them. With our insurance agency accounting, you can focus on achieving your goals without worrying about accounting.

Stop letting accounting hold you back. Partner with Insurance Accountants and unlock your agency's full growth potential.

Unlike generic accounting firms, we speak fluent "insurance." We understand the intricacies of Applied Epic, the challenges of commission structures, and the ever-shifting regulatory landscape. Our team, led by insurance accounting veteran Jason Massey (who cut his teeth at Amex!), has the experience and expertise to untangle your accounting web and allow you to focus on what truly matters: expanding your agency.


Schedule a free consultation today! Let's chat about your unique needs and show you how our insurance accounting firm can be your secret weapon for success.

Contact Us

Comprehensive Software and Accounting for Insurance Agents

Accounting Services & Bookkeeping

We take care of your accounting to enhance your agency's success. Our payroll management, financial management, and tax preparation services turn your numbers into valuable insights.

Insurance Agency Management Systems

Our accounting for insurance agents helps you manage your finances more clearly and efficiently. With agency management systems like AMS360, EZLynx, and Applied Epic, you need a partner that helps to streamline operations and integrate financial data for better decision-making and increased efficiency in how you operate.

Professional Accounting Services Tailored to Your Agency's Needs

We provide a variety of insurance agency accounting services customized specifically for your agency's needs. Explore our packages to find the perfect fit to help you streamline your financial processes and support your growth.

Level 1

Core Insurance Accounting

Agency Integration, Direct Bill Policy and Commission Management

  • Direct Bill Policy and Commission Suspense Management
  • Reconcile and Record Direct Bill Commissions
  • Issue Monthly Producer Commission Statements
  • Book Breakdown by Carrier and Producer
  • Analyze Books for Strategic Growth
  • Record Bonus Statements by Carrier Where Applicable


Level 2

Agency Billing Powerhouse

Agency Billing Integration

  • All Services from Level 1
  • Agency Billing Integration
  • Create Client Invoices, Collect Client Premiums Due and Pay Carrier Invoices
  • Agency Billing A/R Weekly Reporting for Outstanding Balances
  • Reconcile Client Accounts Receivable (including commission reconciliation)
  • Reconcile Carrier and Broker Premium Payables
  • Correspond with Carriers on Agency Billing Matters



Level 3

Financial Command Center

Comprehensive Financial Management

  • All Services from Level 2
  • General Ledger Recording of Payroll Activities
  • Accounts Payable Services/Pay Vendor Invoices
  • Full Accounting Cycle Services Provided
  • Analyze Transactions
  • Prepare and Record Journal Entries
  • Monthly Balance Sheet and P&L
  • Account Reconciling (Bank, A/R, A/P)
  • Prepare Unadjusted Trial Balance
  • Book Adjusting Journal Entries
  • Prepare Financial Statement
  • Closing Entries
  • Variance Reporting


Optional Add-Ons

We offer add-on solutions alongside our core packages. These services can be included as needed, offering extra assistance beyond our standard offerings.

  • Payroll processing and management ($300 per Month + Paylocity Fees)
  • Tax preparation & planning (variable based on hours)
  • Auditing services (variable based on hours)
  • Forecasting (variable based on hours)


*Our variable services are available at a cost of $150 per hour.

Level 1
Core Insurance
Accounting

Agency Integration, Direct Bill Policy and Commission Management

Level 2
Agency Billing Powerhouse

Agency Billing Integration

Level 3
Financial Command Center

Comprehensive Financial Management

Direct Bill Policy and Commission Suspense Management
Reconcile and Record Direct Bill Commissions
Issue Monthly Producer Commission Statements
Book Breakdown by Carrier and Producer
Analyze Books for Strategic Growth
Record Bonus Statements by Carrier Where Applicable
Agency Billing Integration
Create Client Invoices, Collect Client Premiums Due and Pay Carrier Invoices
Agency Billing A/R Weekly Reporting for Outstanding Balances
Reconcile Client Accounts Receivable (including commission reconciliation)
Reconcile Carrier and Broker Premium Payables
Correspond with Carriers on Agency Billing Matters
General Ledger Recording of Payroll Activities
Accounts Payable Services/Pay Vendor Invoices
Full Accounting Cycle Services Provided
Analyze Transactions
Prepare and Record Journal Entries
Monthly Balance Sheet and P&L
Account Reconciling (Bank, A/R, A/P)
Prepare Unadjusted Trial Balance
Book Adjusting Journal Entries
Prepare Financial Statement
Closing Entries
Variance Reporting

Optional Add-Ons

We offer add-on solutions alongside our core packages. These services can be included as needed, offering extra assistance beyond our standard offerings.

  • Payroll processing and management ($300 per Month + Paylocity Fees)
  • Tax preparation & planning (variable based on hours)
  • Auditing services (variable based on hours)
  • Forecasting (variable based on hours)


*Our variable services are available at a cost of $150 per hour.

About Our Insurance Accounting Firm

Insurance Accountants specializes in providing tailored accounting for insurance agencies, brokers, and agents. Our team of experienced professionals understands the unique challenges faced by insurance agents and offers expertise in financial reporting, compliance, and risk management.


We are committed to delivering exceptional accounting for insurance agents, ensuring our clients navigate the complexities of the insurance landscape with confidence and precision. Partner with us to enhance your financial operations and achieve your business goals. 

Don't Just Take Our Word For It

"Since partnering with Insurance Accountants, my agency has experienced significant growth. Their ability to scale their services alongside our business has been invaluable. Now, I have the confidence to take on new clients without worrying about the accounting side of things."

David L.

Owner, Insurance Agency

"Since partnering with Insurance Accountants, I've finally been able to focus on what I do best: building relationships with clients. They handle the accounting burden and provide me with the insights I need to make strategic decisions. It's been a game-changer for my agency!"

John D.

Independent Insurance Agent

"Before working with Insurance Accountants, I was constantly worried about compliance issues. Their expertise in insurance regulations has given me peace of mind, allowing me to focus on growing my client base."

Emily C.

Independent Insurance Agent

"Since partnering with Insurance Accountants, my agency has experienced significant growth. Their ability to scale their services alongside our business has been invaluable. Now, I have the confidence to take on new clients without worrying about the accounting side of things."

David L.

Owner, Insurance Agency

"Since partnering with Insurance Accountants, I've finally been able to focus on what I do best: building relationships with clients. They handle the accounting burden and provide me with the insights I need to make strategic decisions. It's been a game-changer for my agency!"

John D.

Independent Insurance Agent

Schedule a free consultation today and see how Insurance Accountants

can transform your financial landscape.

Contact Us
Share by: