Insurance Accountants Expands Financial Management Service for Applied Epic Agencies
TL;DR
Insurance Accountants' Applied Epic integration gives agencies a financial edge by improving accuracy and efficiency, freeing staff to focus on growth and client service.
The service integrates with Applied Epic to structure bookkeeping, billing, and reporting, providing full-cycle support including transaction reviews, payroll, and vendor payments.
This partnership reduces administrative burdens, allowing agency teams to dedicate more time to serving clients and building stronger community relationships.
Insurance Accountants transforms agency finance by automating reconciliations, commissions, and reporting through a specialized Applied Epic accounting framework.
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Insurance Accountants announced an expanded financial management service designed to improve accuracy and operational efficiency for agencies using Applied Epic. The integration provides a structured approach to bookkeeping, billing, and financial reporting, addressing common challenges tied to manual processes and inconsistent data. The Applied Epic–aligned workflow supports agencies from onboarding through ongoing operations. This framework collects required system credentials, establishes consistent accounting structures, and reduces disruption to daily work. Once setup is complete, agencies receive full-cycle support, including transaction reviews, payroll activity, and vendor payments generated within the platform.
The service also simplifies direct bill, agency bill, and commission handling. Insurance Accountants provides detailed reconciliations, prepares invoices, manages collections, and issues producer commission statements with clear breakdowns for transparency. Weekly accounts receivable reporting gives leadership an updated view of outstanding balances and supports better cash flow oversight. Beyond daily accounting tasks, the firm offers financial analysis intended to support long-term performance. Variance reports, organized statements, and revenue insights help leadership teams evaluate financial trends and make informed decisions. This structure reduces administrative workload and allows agency staff to focus on client service and business development.
The Applied Epic integration is designed as a partnership model. Agencies work with accounting professionals who understand insurance operations and collaborate directly with internal teams and outside CPAs. This approach provides a reliable financial framework that supports routine operations and growth initiatives. As insurance agencies continue adopting centralized systems, Insurance Accountants aims to provide dependable financial support aligned with these platforms. The firm supports agencies using platforms such as Applied Epic, EZLynx, and AMS360, offering full-cycle accounting, billing support, financial reporting, and workflow analysis to improve stability and operational efficiency.
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