Manages the complete processing of both direct and agency bill transactions. Ensures that all premium payments are accurately tracked and recorded, keeping both client and agency accounts aligned. Reconciles any differences between payments and statements, ensuring smooth financial operations and timely billing.

Reviews and compares bank statements with internal records to ensure that all transactions are properly accounted for. Identifies and resolves any inconsistencies between the two, helping maintain accurate financial records. Ensures that the company’s financial data is always up-to-date and ready for audits or reviews.

Tracks incoming payments and posts them to the appropriate accounts, ensuring accurate cash flow management. Helps maintain organized financial records by ensuring that all deposits are correctly logged. This service ensures that outstanding balances are managed efficiently, keeping accounts current.

Conducts regular reviews of the General Ledger (GL) to ensure that all financial entries are accurate and in line with accounting standards. Prepares monthly reports summarizing key financial data, giving a clear picture of the company’s financial status. This helps management stay informed and make data-driven decisions.

Calculates and processes commission payments for producers, ensuring they are paid accurately and on time. Tracks sales and applies the correct commission rates based on performance, keeping clear records for transparency. Helps to build trust and maintain positive relationships with agents through timely compensation.

Posts payroll entries, tracking employee wages, benefits, and deductions accurately. Ensures compliance with tax laws and regulatory requirements, so that payroll is always processed correctly. This service supports efficient payroll management, helping the business stay organized and compliant.

Manages payments to vendors, ensuring that all invoices are paid on time and recorded properly. Reconciles vendor statements with internal records, addressing any discrepancies promptly. Helps maintain good relationships with vendors and ensures that the company’s accounts payable are in order.