Can we stop matching statements by hand?
Import the carrier statement. Lines match to policies, variances and unmatched lines are flagged, and it posts only when it ties.
Money that reconciles.
Agency-bill invoicing, premium trust, commission statement matching and producer pay, synced to QuickBooks or Xero.
Month-to-month · Free full data export · From $99 per user
Who owes us money?
Agency-bill invoices with installments, reminders and overdue days, collected into your premium trust account.
How is the agency doing this month?
Written premium, new business, commission received and retention, with every number one click from its source.
What's in accounting and commissions
- Agency-bill invoices, installments and reminders
- Card and ACH payments with surcharge rules
- Premium trust ledger and account currents
- Commission statement import and reconciliation
- Producer splits and producer pay
- Double-entry journal synced to QuickBooks or Xero
- Reporting on production, retention and commissions
See your agency in Emerald AMS.
Bring a few real clients and this month's renewal list. We'll walk through quoting, renewals and service on your own work, not a script.
Month-to-month · Free full data export · From $99 per user