If you’re looking for an accounting person for your insurance company with my expertise in Applied Epic, I’d be honored to offer my assistance. Below are some of the services I can provide:
1. Reconciling Commission Statements for direct bill policies
2. Agency Bill - Creating Invoices, Collecting Payment, Record Receipt in Epic, Reconcile Premium Payable and Payment to Carrier.
3. Creating Receipts, Disbursement, Journal Entries
4. Bank Reconciliation
5. Preparing Producers' Commission Reports
6. Generating Financial Reports
7. Maintaining an Accurate Book of Business Report
8. Recording Journal Entries for Payables and Receivables
9. Cleaning up and organizing the accounting side of Epic
10. Applied Pay Transactions and Applied integration with Financing Companies
11. Ascend AI Integration for faster recording in Epic.
12. Process Cancellation, Unearned commission and more.
I would be delighted to contribute my skills to support your business operations. Please see my website for more info: -----------.----------------------.com/.
