All Accounting functions are fully integrated

It's all in one system. You don't have to transfer your policy and claims data into your accounting module. Your sub-ledgers and G/L are updated and guaranteed to reconcile to the operations. Manual entries are simple and reporting is comprehensive.

Accounting is fully integrated with Operations

  • Easy to Manage Accounts Receivable (A/R)
  • Full Accounts Payable (A/P)
  • Cash Disbursements with or without A/P transactions
  • Custom Chart of Accounts for your General Ledger
  • Sub-ledgers update G/L in real time - no batch processing!
  • Secure and Restrict Accounting Options by User
  • Full Suite of Financial Reports included
  • Export any search or report to Excel for further analysis
  • P&C1 Reports simplify regulatory reporting

The accounting features you want

  • Policy & Claims entries transfer directly into A/P, A/R and G/L
  • NSF Processing
  • Electronic Funds Transfer
  • Automatic Account Reconciliation Service
  • Customizable Billing Types and Frequency
  • Memorized Transactions
  • Create & Produce Customized Accounting Letters
  • Individual and Bulk Processing Options