Accounting Software for Insurance Brokerage
One platform to unite your premium collections and brokerage business.
Here are 4 key insights on how QuickBooks can help your insurance brokerage client manage their financials and improve productivity:
Streamlined Financial Management: QuickBooks simplifies financial management by automating tasks like invoicing clients, tracking commission payments, and recording premium payments. This saves time and reduces errors, allowing your client to focus on growing their business. [CTA: Learn more about how QuickBooks can automate financial tasks]
Real-Time Financial Insights: With QuickBooks, your client can access real-time financial reports, such as profit and loss statements and balance sheets. This enables them to make informed decisions about their business and identify areas for improvement. [CTA: Get a free demo to see how QuickBooks can generate real-time financial reports]
Improved Productivity: QuickBooks’ user-friendly interface and intuitive tools help your client work more efficiently. They can easily track client information, manage their sales pipeline, and generate personalized reports. [CTA: Sign up for a free QuickBooks trial and experience the productivity boost]
Scalability: QuickBooks offers plans to suit businesses of all sizes, making it easy for your client to scale their operations as they grow. They can add users, customize workflows, and integrate with other business tools to streamline their processes. [CTA: Explore the different QuickBooks plans and find the right one for your client’s needs]
The benefits of Accounting Seed
What we offer:
Sales
We sell all the versions of QuickBooks accounting software, from Pro, Premier, Enterprise and Online.
Installation and Setup
We install and configure QuickBooks software to fit into your industry specifications and reporting needs
User Training
We help users understand the workflow system needed to master QuickBooks in their industry via case studies.
Which of the software works for insurance broker
QuickBooks Premier
This is the minimum entry version for real estate, construction and contractor clients looking a maximum of 5 users
QuickBooks Enterprise v18
Scale your operation beyond 5 and give up to 30 user access with Enterprise v18 one-off software.
QuickBooks Enterprise (Subscription)
Manage multiple locations with authorizations and approvals before bills are paid while using FIFO or weighted average costing.
Cloud Server
Save time, and still monitor transaction posting from anywhere even while you are away by adopting our cloud server infrastructure
How Insurance Agency Can Use QuickBooks Accounting Software
Learn how our accounting software helps insurance brokerage tracks premium and commission
QuickBooks Demo for Insurance Premium
Learn how QuickBooks can track your premium collections and improve pproductivity
