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What service are you looking to avail?

Insurance Specialized Accounting Services

What Agency Management System do you use?

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Insurance Specialized Accounting Services

What Accounting Management System do you use?

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Insurance Specialized Accounting Services

Is your Accounting Management System cloud-based?

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Insurance Specialized Accounting Services

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

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Insurance Specialized Accounting Services

Do you do bank reconciliation every month?

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Insurance Specialized Accounting Services

Do you have a payable worklist?

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Insurance Specialized Accounting Services

Are you aware of your monthly income?

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Insurance Specialized Accounting Services

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

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Insurance Specialized Accounting Services

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

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Insurance Specialized Accounting Services

If not, what payment platform do you use?

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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?

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Insurance Specialized Accounting Services

If not, what collection platform do you use?

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Which insurance agency do you represent?
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Who is your agency's contact person?
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What is your email address?
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