She has worked in various departments, starting in personal and commercial lines, and then moving to HR, payroll & accounting. Melissa has enjoyed working in independent insurance agency accounting since 2002. Consultant| South Beach, OregonSince 1998, Kevin has spent his time building and supporting the technology infrastructure of independent insurance agencies. He is enthusiastic about the many benefits technology has in improving the overall quality of customer service and employee morale. He’s well versed in the software agencies use and understands how third-party providers can integrate with primary systems for customization or increased performance.

• Debbie began agency work in 1984 where she held positions from assistant bookkeeper to operations manager and system administrator.
• In 2000, he implemented a customer portal to meet the growing demand for self-service options.
• Our team can help you manage and keep a track of the general ledger which provides you with a clear summary of accounts receivables and payables.
• Our team of accountants and bookkeepers can help you keep track of these expenses to even the minutest details.
• IAAB monitors your open agency bill premium payables for customer payments and pays the companies/brokers within a few days of receipt.
• She enjoys the often mundane task of posting and balancing and creating concise financials from client receipts and manual records.

Outsource Insurance Accounting Services to Flatworld Solutions

• Flatworld Solutions has been a leading provider of accounting services for insurance companies and a series of other insurance services to its global clientele.
• She has been beneficial in creating efficiencies within agency work by developing and implementing agency workflows, procedural documentation, and training of agency employees.
• General Ledger Accounting – Our highly trained staff can administer every aspect of the product for you, from premium collection to insurance claim and commission payments.
• Her management experience includes overseeing a large commercial lines staff at a middle market agency.

The Agency Coaches work closely with owners and senior managers to keep them out of the weeds and laser-focused on goals. By partnering with an accounting firm that specializes in the insurance industry, insurance companies can have confidence that their financial reporting is accurate, timely, and compliant with all relevant regulations. They can also benefit from the firm’s accounting deep understanding of the industry and its unique challenges, and receive guidance on strategic planning and other financial matters that can help them achieve their business goals. Our team, comprised of over 30 accounting professionals with years of insurance agency experience, has seen and solved almost every problem clients face. We pride ourselves on not only finding solutions but the ones that are right for your agency.

Insurance Bookkeeping Services

• We provide you with accurate fiscal data, understandable and detailed insights using cutting-edge technology and our expertise.
• He is active in the AMS360 and WorkSmart PM&E groups where he has particular expertise.
• Knowledge, objectivity, intelligence, insight and integrity – Weaver brings that all together with a passion for your success.
• We bring that experience, along with proactive and creative ideas, to you.
• Margaret began her insurance career in 1978 as a policy typist at an Independent Insurance Agency.
• You can rest assured you’re hiring the best insurance agency accounting available.
• Yes, we offer comprehensive tax preparation and strategic accounting planning services to minimize liabilities and ensure compliance.

She enjoys the often mundane task of posting and balancing and creating concise financials from client receipts and manual records. Her attention to detail, integrity and work ethic make her an asset to any team. Karen Gilley has been an integral part of the accounting staff of Insurance Agencies for over 20 years and acquired her certification in AMS 360 accounting 3 years ago. He has worked on various Agency Management Systems including Vertafore AMS360 and Applied Epic & Sagitta. Our team can support businesses in all stages of their life cycle, from start-ups to fully mature businesses. Full-Service Reinsurance Accounting – From quota share treaties to individual sessions, single and multiple reinsurers, and specialized reinsurance on both life and health insurance products, we can handle it all.

Online Tax Services

We have the expertise to provide you with a comprehensive set of accounting services such as financial statement creation to even filing tax returns. We collate all your financial data in one place and enable you to monitor it through a dashboard and keep an eye on your insurance business‘ performance. As a leading provider of insurance accounting services, Bennett Thrasher serves a diverse group of insurance entities. We understand the industry’s unique pressures and opportunities and provide our clients with the advice and attention they need to run their business effectively. You face challenges related to commissions, revenue recognition, profit sharing, taxation, and more. Through our proactive guidance, strategic advice regarding your business’s critical areas, and exceptional finance expertise, we deliver the best value to your company.

IAAB has accountants HVAC Bookkeeping on staff skilled in reconciling all accounts reported on your financial statements, providing agency principals with the details needed to successfully manage. IAAB is the leading outsourced bookkeeping & accounting firm for Applied Epic and Vertafore AMS360 agencies. IAAB was formed in 2007 to help Independent Insurance Agencies throughout the United States manage their accounting and bookkeeping. Currently 55 staff members strong, all performing services in the United States of America. New rules on insurance accounting are expected to drive fundamental changes to the way companies account for insurance contracts and add more principle-based rules to one of the most industry-specific areas of accounting.

We offer payroll processing to client agencies as an add on service to our standard services. Agencies may use the payroll provider of their choice and retain the reporting insurance accounting responsibilities. Retail agent remunerations, taxes, infrastructure costs, and operational costs are some of the key expenditures for an insurance firm.

Ashley Werley joined IAS March 2017 and is an indispensable asset to our accounting team. Ashley has transitioned to managing almost exclusively Customer Receivables and the Trust Cash process. Ashley contributes to many various facets of the organization and her depth of experience shows every day as she manages our Advanced Accounting processes.