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Best accounting software for insurance agency
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 improves 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.
FreshBooks Accounting Software Testimonial Videos
All the features you will need for your insurance company
Automate financial tasks & focus on client relations
FreshBooks’ automation features, including recurring invoices, expense categorization, and commission tracking, free up insurance agents from manual financial tasks by utilizing dedicated accounting software.
Streamline policy billing and client payments
Cloud-based accounting software like FreshBooks simplifies the billing process for insurance agencies with customizable invoices, online payment options, and automated payment reminders. These tools help agents get paid faster, streamline the payment process, and improve cash flow management.
Gain real-time insights into agency financial health
FreshBooks provides insurance agencies with real-time financial insights and dependable financial data through features like commission reports, expense tracking, and income overviews. These insights enable agents to make informed decisions and optimize their agency’s financial performance.
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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.
FreshBooks makes my life so much easier. I wish I had this when I first started my business!”
Why insurance companies choose FreshBooks. The reviews say it all
Accounting apps & 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 highly knowledgeable and never transfers you to another department.
- 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 and Europe
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!
Trades and Home Services
Creative Professionals
Specific Professions
Specialized Industries
Online and Digital Services
Resources to support insurance agencies
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
