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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