Insurance agency accounting isn’t like standard business bookkeeping. From reconciliations to premium finance transactions, the rules are different, and mistakes can cost time, money, and peace of mind.

Who should attend:

• Accounting personnel with limited insurance accounting experience
• Customer service staff responsible for billing
• Agency owners and managers who want a clearer understanding of financials

What you’ll learn:

• Session 1: Learn the Lingo – core accounting terms and concepts
• Sessions 2–5:
  • T-Accounts: understanding debits and credits
  • General Ledger Chart of Accounts
  • How to read and interpret financial statements
  • Insurance agency-specific GL accounts
  • Impact of invoicing and premium finance transactions
  • Bank reconciliation
  • Insurance account reconciliation (Accounts Current, Direct Bill Commission)

Course format:
? Five 90-minute virtual sessions
? Workbook with detailed examples, practice problems, and a quick-reference guide
? Interactive instruction from a teacher with 25+ years of training experience

Meet your instructor:
Janet Tuttle brings over 35 years of accounting experience, 26 of those dedicated to insurance-specific issues. She has taught workshops for agency personnel for more than 25 years and is deeply involved in industry associations.

Click Here to Register for the Series - $149