Overview - Accounting for insurance companies

Continuing pressure to optimize business efficiency has impelled a lot of insurance companies, agencies and brokers around the globe to seek out completely new approaches like outsourcing accounting services. Cogneesol’s scalable insurance accounting services take away the burden of staffing as well as handling in-house bookkeepers and accounting professionals. We provide a level of dependability, persistence and competence that is characteristically exclusive to insurance businesses. With a fractional share of an entire accounts division, you’ll reap the benefits of both the worlds – capabilities as required without the hassles.

Bookkeeping, bank reconciliation and other accounting services for insurance companies, just a couple of offerings we extend to you. We can take care of all your daily accounting and bookkeeping by means of revolutionary insurance agency accounting software so you can pay attention to running your business efficiently. Additionally, we can easily establish new accounting software of your choice in your office, educate your staff and assist you in using the same in-house. We can keep track of your insurance bookkeeping on a month-to-month, 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.

Accounting Services for Insurance Business

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

Get a Free Quote

Accounting procedures often are complicated and time-consuming for insurance companies, agents, wholesalers and/or brokers. Save time and costs by outsourcing accounting for insurance businesses to Cogneesol. We are offering a free 14-day trial to everyone interested in our offerings. All you need to do is simply click on the ‘Start Your Free Trial’ button. One of our executives would get in touch with you within 24 hours.


  • 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

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

  • Service and support beyond your expectations
  • Get your team to do what is core to your business
  • Customized solutions to suit your needs
  • Helping you improve efficiency and profitability
  • Our team is there to assist you 24x7
  • Delivery of projects within the agreed time-frame

What People Are Saying About Cogneesol

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