Specific Features
GAAP Accounting Integration
Maps policy, billing, and commission transactions to GAAP-compliant accounts and recognition rules. Ensures accurate subledger-to-GL reconciliation and audit-ready financials.
Insurance-Specific COA Setup
Provides a preconfigured chart of accounts built for insurance, including premiums, commissions, unearned balances, fees, and reserves. Standardizes reporting across lines and entities without manual rework.
Policy and Producer Receivables and Payables
Tracks amounts due from insureds and to producers with aging, trust accounting controls, and settlement workflows. Improves cash application, reduces leakage, and supports clean carrier and producer reconciliations.
Journal Entry Automation
Automatically posts entries for binds, endorsements, cancellations, earned premium, commission movements, and adjustments. Cuts manual effort and errors while maintaining a clear audit trail.
Carrier Bordereaux Generation
Produces accurate, carrier-ready bordereaux by program, period, and line of business with built-in validations. Accelerates settlements and improves compliance with partner reporting requirements.