Agency Accounting Reconciliation Agent

Reconciles premium payments and maintains trust account compliance

What you need to use this

  • ✓ Agency Management System
  • ✓ Accounting Software
  • ✓ Bank Feeds

What this agent does

  • Matches premium payments to policies
  • Reconciles direct bill vs agency bill premium
  • Tracks premiums collected vs remitted
  • Ensures trust account compliance

Examples of work it does

→ Reconciled $2M in annual premium transactions

→ Found $10K unremitted premium to carrier

→ Maintained trust account compliance for E&O audit

How to get started

1

Pick

Choose this agent for your business

2

Connect

Give it access

3

Done

Pay when work is done.

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