I have worked with many insurance agencies on individualized and customized accounting assistance. This can include anything from cleaning up financial statements to bank reconciliations.
Custom Insurance Proposals
Many insurance agencies that operate in the commercial space often require custom proposal documents as a marketing tool when selling commercial lines of business. I assist those agencies using tools within their agency management system and microsoft word to create a custom document that suits their exact marketing needs.
Workflow Management is crucial to an agency as it grows. Determining and implementing the best workflows for your agency and your agency management system can increase efficiency and make your business more profitable. I have worked with independent insurance agents and agencies for many years helping them understand their own needs and the capabilities of their agency management system.