When your carrier statements come in, is anyone actually checking them?
Most agencies categorize whatever hits the bank and move on. So if a carrier underpays, misapplies a rate, or drops a policy off the statement — you never find out. We reconcile commissions line by line, handle producer splits, and close your month on a set date.
Trusted by independent agencies across the Kansas City metro · Six years inside insurance carriers · QuickBooks specialist
The problem nobody in the agency owns
Your revenue arrives in five different formats, on five different schedules.
Every carrier reports differently. Rates, terms, chargebacks for cancellations — it's dense, inconsistent, and time-consuming to verify. So most agencies don't. That's the gap we close.
Am I getting paid what I'm owed?
Carriers make mistakes. Most owners have a quiet suspicion they're leaving money on the table — and no practical way to check.
Are my producers paid right?
Get a split wrong once and you create friction with the person generating revenue. Get it wrong twice and you lose them.
Running on the bank balance
Knowing your balance isn't the same as knowing how the agency is doing. No monthly close means no real read on the business.
The March scramble
Year-end shouldn't be an archaeology project. Clean books hand off to your CPA without the fire drill.
New carrier, new headache
Every appointment adds another statement format to reconcile. Growth quietly increases the back-office load.
It's on you at 11pm Sunday
A lot of owners do the books themselves — badly, late, and resentfully. That's not what your time is worth.
Trusted by business owners who run on real numbers
What you get every month
Built specifically for independent agencies.
We're not a tax firm and we're not a CPA firm. We're the layer underneath — the people who make sure the books are accurate every month, so when your CPA files or you make a decision, the numbers are actually right.
Commission reconciliation
Carrier statements matched line by line against what you expected to receive. Most bookkeepers don't do this. It's our core discipline.
Producer splits
What each producer is owed, calculated accurately and delivered on time, every single month.
Monthly close
Every transaction categorized, every account reconciled, books closed and delivered by a set date.
Financial statements
P&L, balance sheet, and cash position in a format an owner can actually read and use.
AR / AP support
Tracking what's owed to you and what you owe, so nothing slips through the cracks.
Year-end & 1099s
Books closed clean and handed to your CPA without a scramble in March.
Behind on your books? Nobody's judging.
Months behind, or never set up right in the first place — cleanups are routine work here. Shannon is a QuickBooks specialist: setup, migration, and getting an agency onto a system that actually works. You don't have to be embarrassed about the state of your books to start the conversation.
- Catch-up and cleanup engagements
- QuickBooks setup & migration
- Chart of accounts built for agencies
- Historical commission review
Who this fits
- Independent agencies and brokers
- 2–15 people in the office
- P&C and commercial lines (commercial is the sweet spot)
- Multiple carrier appointments
- One or more producers on commission splits
- Kansas City metro — Johnson, Wyandotte, Jackson, Clay, Cass
Investment depends on how many carriers and producers you have. Most agencies land between $600 and $1,200 a month. Shannon pins it down once she sees how your books are set up.
What agency owners usually ask first.
"We already have a bookkeeper."
Most agencies we work with did too. The question is whether they're reconciling your commission statements against the carrier reports, or mostly categorizing what hits the bank. Those are two very different jobs.
"We're too small for that."
How many carriers are you appointed with? At more than a couple, you have the same reconciliation problem a much bigger agency has — just fewer people to do it.
"Our CPA handles our books."
Your CPA files the return once a year. We do the monthly work underneath it: close, reconciliation, splits, and statements — so their job gets easier and cheaper.
"Just send me some information."
Happy to. Honestly though, a brochure won't tell you much — it depends entirely on how your carriers report. Thirty minutes with Shannon and you'll know if there's anything there.
Client results
What owners say after the books are handled
Shannon got our books cleaned up and finally showed us which jobs were actually making money. We stopped guessing on bids and our margins went up because of it.
Having Shannon handle the bookkeeping took a huge weight off. Everything is closed on time, the numbers make sense, and I get my evenings back instead of fighting QuickBooks.
Send one month of carrier statements. We'll reconcile them free.
Within a week you'll know whether you're being paid correctly — line by line, against what you expected to receive. If it's clean, we'll say so. No pitch, no obligation, nothing to sign.
- 1
Email us one month of statements (PDF or spreadsheet)
- 2
We reconcile them against expected commissions
- 3
You get a straight answer within a week
Or send them to shannon@acceleratebizsolutions.com · (913) 731-1971
Thirty minutes. Straight answer either way.
Shannon will look at how your commissions are coming in and tell you honestly whether there's anything to fix. If there isn't, she'll say that too — and you're out thirty minutes.
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