Bookkeeping
We manage your books meticulously, ensuring financial accuracy with zero effort from you.
FINANCIAL MANAGEMENT FOR INSURANCE AGENTS
Ensuring flawless financials for insurance companies
Navigating the complexities of insurance sales and maintaining accurate financial records can be overwhelming. CoCountant is a trusted partner in financial management for insurance agents.
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Automate premium collections
What we’ve observed
- Delayed premium collections can affect cash flow.
- The complexity of multi-policy management poses a risk of errors in tracking and billing.
What we do
- Automate your premium collection process. We help you manage multiple policies, ensuring timely collection and compliance.
Streamline commission tracking
What we’ve observed
- Manual commission tracking can be labor-intensive and prone to errors.
- Inconsistent commission rates across various products add complexity.
What we do
- Simplify commission tracking with automated solutions. We tailor our tools to manage varied commission structures effortlessly.
Expense optimization
What we’ve observed
- High operational costs can significantly reduce profitability.
- Agents often neglect to track small, recurrent expenses like software subscriptions or client meetings. As part of our financial management for insurance agents, we provide a comprehensive view of your expenses, helping you make informed cost-cutting decisions.
What we do
- Identify and minimize non-essential costs. We provide a comprehensive view of your expenses, helping you make informed cost-cutting decisions.
Risk and compliance management
What we’ve observed
- Failing to adhere to state and federal insurance regulations can lead to legal repercussions.
- Incorrect tax filing is a common issue.
What we do
- Navigate compliance and tax obligations with ease. Our team ensures your financial operations are audit-ready and in line with all regulatory requirements.
How CoCountant helps your business
We offer a range of specialized services that complement our financial management services for insurance agents.
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CoCountant uses the best financial systems
Why our clients count on us
Oscar J. Muro
“We’re a 17-year-old marketing agency and have managed our books internally. Hiring CoCountant in 2024 was the best decision I've made in a long time. Our Quickbooks account needed a lot of cleanup which they did as a 1st step while providing sound accounting recommendations. Each month they do a great job of managing our books and reporting. As they get familiar with our business, they’re handling my time-consuming tasks like payroll. I would highly recommend CoCountant.”
Colleen Rupp
“I've recently stepped into a new role as the COO within the company and have started working more closely with two of CoCountant's bookkeepers, both of whom have been a great addition to our team. We are a small company, so we are small and mighty, and having a contractor do our accounting for us has been a great option. They've been a huge help with getting contractor payments in and payroll, and have been readily available and willing to help with whatever we need. We definitely want to continue using them moving forward because of that availability and because of their knowledge.”
Ravi Bajracharya
“CoCountant team is very thorough with their review of my transactions, and their comprehensive services help keep my books updated to provide a clear financial picture. I also find the CoCountant team provides a great platform for communication and is always very responsive when I need them. They have also gone above and beyond to accommodate specific requests, which is very much appreciated. Thank you CoCountant team, great to have your support and expertise.”
Edwin Goutier
“The value-to-cost ratio is amazing. I save so much time using CoCountant's services, and I get more strategic intelligence on our financial situation than I could create on my own. Wonderful service for busy entrepreneurs.”
Waynewright Malcom
“This is my first experience with CoCountant and I can say that the service has far exceeded my expectations. The resource assigned to the Controller position has been knowledgable, technically skilled, dedicated and a great team player. In addition, CoCountant's customer success and support processes ensure that all my expectations are met or exceeded. Without reservation, I highly recommend CoCountant for any of your financial outsourcing needs.”
Mark Arthur
I am the CEO and founder of Coast to Coast HR, servicing all of North America. We have been working with CoCountant for several months now, and after some hiccups with other organisations, I settled on CoCountant because they have done a fantastic job. They’re very service-focused and great to work with! They're also extremely friendly to small businesses and our tight budgets. The monthly calls we get to go over the books help me immensely. It has saved me money, and I cannot recommend them more.
Join hundreds of insurance agents who trust CoCountant for their financial management needs
See the CoCountant difference in your insurance financial management! Get started with controller-led plans from just $160 — built to streamline your operations, ensure accuracy, and strengthen your bottom line.
