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Drive Statutory Compliance with Best-in-Class Accounting Solutions
We power Insurance companies with our comprehensive services that allow easy adoption of statutory standards and compliance mandates.
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Insurance Accounting Services

Insurance accounting services have emerged as a strategic approach for insurance companies, agencies, and brokers around the globe to handle the continually increasing pressure to optimize business efficiency. Cogneesol’s scalable insurance business accounting services take away the burden of staffing & handling in-house bookkeepers and accounting professionals.

We provide a level of dependability, persistence, and competence that is characteristically exclusive to insurance accounting. With a fractional share of an entire accounts division, you will reap the benefits of both the worlds – capabilities as required without any hassle.

Insurance Accounting Services

"Well abreast of insurance industry regulations, team Cogneesol’s insurance accounting services are superlative!"

- An Insurance Agent’s Group, Cleveland, OH

Our Insurance Accounting and Bookkeeping Services

Insurance Accounting Services

  • Monthly/Quarterly/Yearly Financial Reports
  • Preparation Tax Authority Returns
  • Management Reports
  • Payroll Processing Services
  • Fixed Asset Management
  • Financial Analysis
  • Profit and Loss Statement

Insurance Bookkeeping Services

  • Accounts Payable Services
  • Accounts Receivable Services
  • Insurance Data Entry
  • Carrier Statement Reconciliation
  • Maintaining General Ledger
  • Income Statement and Balance Sheet Preparation
  • Customized Reports
  • Tax Authority Reconciliation
  • Retail Agent Reconciliation

We Support Multiple Insurance Accounting Software

With expertise in every Insurance software and platform, our team of highly skilled professionals offer fast learning curves and swift implementation of solutions.
Intacct insurance accounting
quickbooks insurance accounting services
netsuite insurance accounting services
Microsoft Dynamics
Oracle JD Edwards
SAP solutions
NexSure Insurance Software
Insurance Pro Software
Newton Software
Agency Software Inc.
Xero accounting for insurance agencies
Sage accounting for insurance brokers

Who We Serve

Motor
Liquor Liability
Inland Marine
Umbrella
Property and Casualty
Personal Liability
Worker's Compensation
Employee Benefits
Health
Director and Office
Annuity
Life

Our Key Differentiators

Every Business is Unique. Find Out How We Can Help Yours.

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Why Choose Cogneesol?

Accounting for insurance companies, including bookkeeping, bank account reconciliation, tax preparation along other accounting services are just a couple of offerings we extend to you.

Cogneesol’s accounting experts possess years of experience in insurance agency accounting are skilled and professionally trained to cater to our insurance clients’ accounting needs. Regardless of the size of the backlog or workload, we specialize in optimizing the accounting process.

Our team can take care of all your daily accounting and bookkeeping tasks utilizing revolutionary insurance agency accounting software so that you can pay attention to running your business efficiently.

Additionally, we can help you set-up a new accounting software of your choice, and our team can efficiently work on the same. We can keep track of your insurance bookkeeping on a monthly, quarterly, or yearly basis. We make sure that our customers gain sufficient control on accounts, with regular follow-ups on outstanding invoices and comprehensive reporting on account activities.

Our Resources

We help our clients navigate from where they are to where they aspire to be through our always-on learning agenda in the form of client stories and blogs highlighting latest industry trends.
LATEST BLOG
Boosting the Accounting Function: A Guide for Restaurant Owners

Boosting the Accounting Function: A Guide for Restaurant Owners

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CLIENT STORY

Bookkeeping for a Healthcare Recruitment Company

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6 Tips to Avoid Burnout During This Tax Season

6 Tips to Avoid Burnout During This Tax Season

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CLIENT STORY

Financial Accounting for a Law Firm

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Case Studies

All Case Studies

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LATEST BLOG
Want to Add Value to Your CPA Firm? Accounting Outsourcing Can Help!

Want to Add Value to Your CPA Firm? Accounting Outsourcing Can Help!

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Client Testimonials

It is always a pleasure to learn that the work we do has positively impacted our clients and that they are happy to share their experiences.

Get in Touch With Us

We combine deep industry experience and expertise to build finance and accounting solutions that will make your organization future-ready for scale and new technologies. Have specific questions, or want a guided tour of our services? Get in touch with us!
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