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Best accounting software for insurance agency
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Automate commission tracking and reporting
FreshBooks automates commission calculations and generates detailed reports, simplifying the commission management process for insurance agencies. This ensures accurate tracking of earnings, streamlines financial reporting, and efficiently handles complex accounting tasks.
Simplify policy renewal billing processes
FreshBooks simplifies the policy renewal billing process by automating recurring invoices and payment reminders. This helps insurance agencies ensure timely billing and improve cash flow management. Additionally, integrating online payment processing with FreshBooks can further enhance accounting efficiency by simplifying complex financial tasks and reducing manual errors.
Manage client payments and policy records
FreshBooks helps insurance agencies efficiently manage client payments, policy records, and accounting records by providing tools to create professional invoices, accept online payments, and maintain organized records.
Streamline expense tracking for agency costs
FreshBooks streamlines expense tracking for agency costs by offering features like receipt scanning, expense categorization, and automated bank reconciliation. This simplifies expense management, reduces manual errors, and ensures accurate financial reporting.
Improve financial reporting for agency performance
FreshBooks improves financial reporting for agency performance by providing advanced reporting capabilities, including real-time financial reports and insights into income and expenses. This enables insurance agencies to make informed decisions and optimize their financial performance.
All the features you will need
for your insurance company
Invoicing
Create professional invoices in minutes. Automatically add tracked time and expenses, calculate taxes, and customize your payment options.
Billing and Payments
Bill fast, get paid even faster, and automate the rest with recurring invoices, online payments, and late payment reminders.
Expenses
Keep track of your expenses with mobile receipt scanning, bank account imports, and automated expense categorization.
Payroll
The simplest way to pay yourself and your team. Seamlessly run payroll, track expenses, and calculate taxes without juggling separate tools.
Automate financial tasks and focus on client relations
Streamline policy billing and client payments
Gain real-time insights into agency financial health
Automate financial tasks and focus on client relations
Streamline policy billing and client payments
Gain real-time insights into agency financial health
Free vs. FreshBooks accounting software for insurance companies
Free accounting software can seem appealing to small insurance companies, but it often lacks the features and support needed for efficient financial management. FreshBooks accounting software offers a comprehensive solution tailored to the specific needs of insurance businesses.
For example, consider an insurance agency managing multiple policies and claims. With FreshBooks, they can easily track income and expenses, automate invoicing for recurring premiums, and generate detailed financial reports.
Why insurance companies choose FreshBooks.
The reviews say it all.
4.5 Outstanding
FreshBooks offers a well-rounded, intuitive, and attractive double-entry accounting experience. It anticipates the needs of freelancers and small businesses well—better than competitors in this class.
4.5 Excellent
FreshBooks automates daily accounting activities namely invoice creation, payment acceptance, expenses tracking, billable time tracking, and financial reporting.
4.5 Excellent
FreshBooks is an online accounting and invoicing service that saves you time and makes you look professional – Fortune 500 professional.
4.7 Excellent
FreshBooks makes it easy to stay organized, keep track of payments owed and expenses made, send invoices and accept payments.
100+ apps.
Accounting apps and integrations
for insurance brokers
FreshBooks integrates with 100+ apps, providing insurance agencies the ability to customize
their FreshBooks experience and take control of their accounting processes.
Support that actually supports you 
Help From Start to Finish
Our Support team is knowledgeable and never transfers you to other departments.
4.8/5.0 Star Reviews
Yup, that’s our Support team approval rating across 120,000+ reviews
Global Support
We’ve got over 100 Support staff working across North America
Help From Start to Finish
Our Support team is knowledgeable and never transfers you to other departments.
Accounting software
by industry
Feeling overwhelmed by bookkeeping? FreshBooks offers industry-specific accounting software that simplifies finances and boosts efficiency, allowing you to focus on what truly matters. Visit our industry pages below to learn how FreshBooks can fulfill all your accounting needs!
Resources to support
insurance agents
What Is Small Business Insurance? A Complete Guide to Insurance for Startups
The Top 10 Types of Insurance Claims Filed by Small Businesses
What Is COBRA Insurance? Process, Pros & Cons
Optimize insurance
finances with
FreshBooks
