Commissions, invoices, and expenses sync between the CRM and QuickBooks. Built for insurance producers who want commission visibility.
Carrier commission statements land in email or Excel. Producers manually enter them into QuickBooks. Mistakes happen.
Parsing carrier statements into QuickBooks is tedious and error prone.
Producers cannot easily see commission per policy or per carrier.
Fee income invoicing lives in QuickBooks, policies in CRM, no cross reference.
Carrier commission statements imported and tagged per policy.
Fee income invoices generated from CRM deals and synced to QuickBooks.
Marketing and operations expenses tagged per CRM campaign.
See commission by carrier, producer, policy, and period.
Forecast renewal commissions 90 days out.
Year end commission and expense export ready for CPA.
Multi carrier commissions need consolidation.
Doing own books, need tight CRM to QuickBooks sync.
Bringing on producers, need per producer commission splits.
Invoicing fees plus commissions.
QuickBooks integration, commission sync, invoice generation, expense tagging.
Adds AI receptionist, forecast reporting, commission splits.
Book a 20 minute demo. We will show you the QuickBooks integration and commission reporting.