Insurance Specialized Accounting Services Questions Insurance Specialized Accounting Services Insurance Specialized Accounting ServicesWhat Agency Management System do you use?What Accounting Management System do you use?Is your Accounting Management System cloud-based? YES NO NOT SUREIs your bank and credit card account connected to your Accounting software? YES NO NOT SUREDo you do bank reconciliation every month? YES NO NOT SUREDo you have a payable worklist? YES NO NOT SUREAre you aware of your monthly income? YES NO NOT SUREAre you aware of the amounts that need to be transferred from trust to operating account? YES NO NOT SUREIs your current payment system based on the manual process of writing checks and manually approving them? YES NO NOT SUREIf not, what payment platform do you use?Is your current collection system based on the manual process of receiving the checks from the insured and manually depositing it? YES NO NOT SUREIf not, what payment platform do you use?Which insurance agency do you represent?Submit
