Track All Policy Sales and Commissions You Are Owed
As you close more business, get a detailed view of the commissions being generated and where the best opportunities are. Understand exactly how much should be coming in to get an accurate sense of your cash flow.
Flexible Support for Either Direct or Agency Billing
Whether your business is coordinating everything with your customers or if you’re coordinating on behalf of the insurance carrier, get the right accounting support to keep financial visibility up-to-date and your operations moving forward.
Monitor Policy Dates and Get Ahead of Renewals
The easiest way to grow your business is to retain customers as their policy comes up for renewal. Get ahead of the conversations early and lock in future policies with detailed financial tracking and an understanding of your most lucrative opportunities.
Track Expenses with Precision As You Scale
Whether it’s a team of one or a team of many, the right accounting foundation will shave time off repeated monthly tasks. As the sales team grows and commissions need to be paid out, track all the expenses across the department in a detailed fashion. Easily tie everything to payroll and keep everyone happy.
Avoid Unexpected Chargebacks with Better Cash Flow
Plan for all scenarios with the right cash flow management and storage of funds. No one wants a policy to be canceled early, but planning ahead and avoiding any shortage of funds will set your business apart.
Get the Right Partners For Your Needs
Fractional CFOs for Insurance Agencies
Up-to-date financials for your insurance agency make it easier to build the strategy. We can help you find a fractional CFO with experience in all the nuances of an insurance agency business to best plan for the future.
Accounting Technology for Insurance Agencies
Its tough to understand the best technology and the ideal approach for insurance agency accounting on your own. Decimal will build processes and systems for your needs that work with your broader business.