Automate Your Agency's Back Office with
Specialized Insurance Accounting
Stop leaking revenue. Get accurate commission tracking, carrier reconciliations, and trust account management. Match with an expert VA today—includes Complimentary Dedicated Supervision.
Complimentary Supervision
We provide a Free Project Manager to audit your trust accounts and ensure accuracy daily.
AMS Experts
Our VAs are pre-vetted on Applied Epic, AMS360, Vertafore, and EZLynx workflows.
Commission Accuracy
We identify missing carrier payments and discrepancies to boost your agency's bottom line.
Tailored for Agencies & Brokerages
We handle the tedious financial tasks so you can focus on writing new business.
Commission Reconciliation
Matching carrier statements against your AMS to identify underpayments or missing commissions.
Trust Account Management
Ensuring premiums are held correctly and sweeping funds to operating accounts compliantly.
Direct vs. Agency Bill
Accurately recording and separating Direct Bill statements from Agency Bill invoices.
Carrier Statement Audits
Reviewing monthly carrier reports to verify policy counts and premium amounts.
Producer Pay Calculation
Calculating splits and commissions for your agents based on verified income.
Invoicing & Renewals
Generating invoices for Agency Bill policies and tracking renewal premium changes.
General Bookkeeping
Managing AP/AR, payroll entry, and bank reconciliations in QuickBooks or Xero.
Data Entry & Cleanup
Updating policy details in your AMS to ensure your book of business is 100% accurate.
Financial Reporting
Providing monthly P&L specifically for insurance agencies (tracked by line of business).
Systems We Know
The SageDoer Difference
Pre-Vetted Talent
We do not recruit from scratch. We select VAs with insurance accounting experience from our bench.
Free Supervision
Your dedicated Project Manager reviews reconciliation reports to ensure zero errors.
Data Security
We use strict access protocols and VPNs to protect sensitive policyholder data.
Backup Support
If your accountant is sick, our bench system ensures your commissions are still processed.
Transparent Monthly Pricing
Part-Time Assistant
Ideal for smaller agencies.
Full-Time Specialist
Complete back-office management.
How It Works
Share Requirements
Tell us your AMS (e.g., Epic, AMS360) and your monthly transaction volume.
We Match You
We select a pre-vetted accounting VA with insurance experience.
Onboarding
We set up secure access to your AMS and banking portals.
Freedom
Your VA manages commissions and books; our PM oversees quality.
Frequently Asked Questions
Are they familiar with Agency Management Systems?
Yes. Our insurance accounting VAs have experience with platforms like Applied Epic, AMS360, and EZLynx, specifically in the accounting/GL modules.
Can they handle Producer Commission Statements?
Absolutely. Once the carrier statements are reconciled, our VAs can calculate the split for each producer and prepare their commission statements for your approval.
Do you understand Trust Account regulations?
We understand the importance of separating operating funds from premium trust funds. Our VAs help monitor these ratios to keep your agency compliant.
How do I share access securely?
We recommend creating limited-user accounts in your AMS and accounting software. For banking, we use "Read-Only" access or password managers like LastPass.
What if I need to scale up during renewal season?
Our "Bench Model" allows you to add more hours or additional VAs quickly during busy renewal periods without a long hiring process.
Ready to Streamline Your Agency?
Get a dedicated Insurance Accounting VA matched to your business today.
Share Requirements