Insurance Specialized Accounting Services Questions - InsBOSS

Insurance Specialized Accounting Services

What Agency Management System do you use?

If you are unsure yet, you could type N/A for now.

Submit Answer

Insurance Specialized Accounting Services

What Accounting Management System do you use?

If you are unsure yet, you could type N/A for now.

Submit Answer

Insurance Specialized Accounting Services

Is your Accounting Management System cloud-based?

Yes No Not Sure

Insurance Specialized Accounting Services

Is your bank and credit card account connected to your Accounting software?

Yes No Not Sure

Insurance Specialized Accounting Services

Do you do bank reconciliation every month?

Yes No Not Sure

Insurance Specialized Accounting Services

Do you have a payable worklist?

Yes No Not Sure

Insurance Specialized Accounting Services

Are you aware of your monthly income?

Yes No Not Sure

Insurance Specialized Accounting Services

Are you aware of the amounts that need to be transferred from trust to operating account?

Yes No Not Sure

Insurance Specialized Accounting Services

Is your current payment system based on the manual process of writing checks and manually approving them?

Yes No Not Sure

Insurance Specialized Accounting Services

If not, what payment platform do you use?

Submit Answer

Insurance Specialized Accounting Services

Is your current collection system based on the manual process of receiving the checks from the insured and manually depositing it?

Yes No Not Sure

Insurance Specialized Accounting Services

If not, what collection platform do you use?

Submit Answer

Which insurance agency do you represent?

Submit Answer

Who is your agency's contact person?

Submit Answer

What is your email address?

Submit Answer