Services

  • Direct Bill Reconciliation: Ensure accuracy and consistency in your direct billing accounts with our comprehensive reconciliation services. We utilize Applied Epic’s advanced tools to match your agency’s billing records with insurance carrier statements, minimizing discrepancies and ensuring financial integrity.”
        •    Benefits:
              •    Accurate reconciliation processes
              •    Reduction in billing errors
              •    Enhanced financial transparency
  • Agency Bill Premium Payments Management: Oversee the processing and management of agency bill premium payments to ensure timely and accurate transactions. Our streamlined approach with Applied Epic ensures seamless payment flows and reduces processing errors.”
        •    Benefits:
              •   Timely premium payments
              •    Improved cash flow management
              •    Automated payment tracking
  • Banking and Cash Management: Handle all aspects of banking operations, including deposits, withdrawals, and bank statement reconciliations. Applied Epic’s cash management features help optimize your cash flow and maintain accurate financial records.”
        •    Benefits:
              •    Optimized cash flow
              •    Accurate banking records
              •    Efficient cash management
  • Operating Expenses Management: Track and manage your operating expenses with precision. Our services ensure all expenditures are accurately recorded and categorized, providing detailed expense reports and analysis through Applied Epic.”
        •    Benefits:
              •    Controlled operating costs
              •    Detailed expense insights
              •    Improved budgeting accuracy
  • Journal Entries and General Ledger Maintenance: Prepare and post accurate journal entries, perform general ledger cleanup, and ensure ledger balancing. Applied Epic’s general ledger functionalities allow us to maintain up-to-date financial records and automate essential accounting tasks.”
        •    Benefits:
              •    Accurate financial records
              •    Streamlined journal entry processes
              •    Enhanced ledger integrity
  • Compliance and Internal Controls Implementation: Develop and implement robust internal control systems to ensure compliance with insurance regulations and accounting standards. Utilizing Applied Epic’s compliance modules, we automate regulatory reporting and manage internal controls effectively.”
        •    Benefits:
              •    Enhanced regulatory compliance
              •    Reduced financial risks
              •    Automated compliance processes
  • Financial Reporting and Analysis: Generate comprehensive financial reports, including balance sheets, income statements, and cash flow statements. Applied Epic’s reporting tools enable us to create customized dashboards and provide real-time financial insights.”
        •    Benefits:
              •    Real-time financial insights
              •    Customized reporting
              •    Informed decision-making
  • QuickBooks Optimization: As a certified QuickBooks ProAdvisor, we offer specialized services to optimize your QuickBooks setup. From initial configuration to advanced reporting, we ensure that your QuickBooks system is tailored to meet the unique needs of your insurance agency.”
        •    Benefits:
              •    Maximized QuickBooks efficiency
              •    Customized QuickBooks solutions
              •    Enhanced financial tracking and reporting