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Insurance Agency Accounting & Bookkeeping
182 Birge Park Road, Harwinton, Connecticut 06791
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About the Insurance Agency Accounting & Bookkeeping
Insurance Agency Accounting & Bookkeeping (IAAB) is a premier outsourced accounting and bookkeeping firm specializing in serving Applied Epic and Vertafore AMS360 agencies. Established in 2007, IAAB is dedicated to helping Independent Insurance Agencies across the United States effectively manage their financial operations. With over 40 staff members located throughout the country, IAAB is headquartered in Harwinton, Connecticut.
At IAAB, we meticulously record your direct bill commissions using company commission statements as the primary source document. We handle commission statement downloads, imports, and manual recording to ensure accurate accounting and documentation. Additionally, we closely monitor open agency bill premium payables for customer payments and promptly remit premiums to companies and brokers upon receipt.
Our skilled accountants are proficient in reconciling all accounts reported on your financial statements, providing agency principals with essential details for successful management. We conduct regular bank account reconciliations, balance customer accounts receivable, and ensure company premium payables are accurately recorded. IAAB also prepares and reviews your agency's financial reports each month, including Balance Sheets, Income Statements, and reports of Open Receivables & Open Payables.
In addition to our standard services, IAAB offers payroll processing through our partnership with ADP payroll. We can assist client agencies with payroll transactions and record-keeping in the agency’s management system. We also handle vendor bill payments, customer payments recording, and provide reports of unpaid balances to help streamline your financial operations.
Choose IAAB for comprehensive accounting and bookkeeping services tailored to the unique needs of Independent Insurance Agencies. Let us help you navigate the complexities of financial management so you can focus on growing your business.
182 Birge Park Rd, Harwinton, CT 06791, United States
Opening hours of Insurance Agency Accounting & Bookkeeping
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Closed
Sunday:
Closed
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