Insurance Accounting

Experts in insurance software for seamless support.

Insurance Accounting

Our US Accounting team is backed by our team of virtual assistants. Our team is actively working with AMS 360, Applied EPIC and TAM, EZLynx, Hawksoft, Partner XE, Benefit Point and QuickBooks.

Here's what our team can do for your organization:

Account current statements (agency bill)
Direct bill commission (any method)
Bank reconciliation
Invoicing/billing
Agency bill (Transactions, Installments, Multi-entry)
Vendor (Payables, Templates, Credit cards)
Cash receipt recording (Customers, Carriers, Epays, and more)
Recording payroll transactions from third-party software
Producer commissions, AJE's, EOM, EOY
Reporting on request
1099s

Our process is simple and straightforward.

We match you with potential virtual assistant professionals then, together with the Cover Desk team, you virtually interview your selected candidates. Once you choose your VAs, they go through foundation skills and quote training specific to your agency. From this point forward, your virtual assistants are fully dedicated to you and your business.

Dedicated Virtual Assistant

On-Demand

Claims