Finance Resources

View our recommended tools to help improve, grow and sell your agency

A good accountant is needed for Agency Owners to comply with double entry accounting requirements by your State’s Insurance Department, to have professionally prepared & accurate financial statements, and for tax preparation.

Want to grow your Agency’s revenue? Looking for better service? Spending too much time on cancellations? Capital Premium Financing can help.

Payroll, benefits, workers comp & HR Management service that takes away the administrative responsibilities of employee management from Agency Owners, freeing up more time to run your Agency.

Easier payments, built just for insurance. Speed up reconciliation, bind policies faster and provide an experience customers love, with powerful tools that make insurance payments a breeze.

The industry’s leading comparative rater, ezlynx allows agencies to rate all compatible personal lines carriers side by side.

Semsee allows users to quote many lines of admitted commercial business side by side with one submission.

Loss run pros simplifies & streamlines the loss run process for Agencies writing commercial insurance.