We are a part of
Reporting is where accounting teams find out whether the system actually works. If reports require spreadsheet cleanup, manual filtering, or reconciliation before they can be trusted, the accounting system has already failed. Premium Accounting provides insurance-specific reporting and export capabilities built for MGAs and wholesalers who need accurate numbers without post-processing.
Insurance premium reporting is not generic financial reporting.
Accounting teams must report on:
When data lives across systems and spreadsheets, reports become inconsistent and difficult to validate.
Premium Accounting generates reports directly from the premium subledger.
This means:
Reports are a direct view of accounting reality, not a reconstruction.
Premium Accounting supports reporting across key insurance dimensions, including:
Reports can be filtered by policy, carrier, producer, program, and time period to support operational and financial review.
Reporting in Premium Accounting is built to support close.
Accounting teams gain:
This reduces close time and stress without adding manual steps.
Premium Accounting supports clean exports for downstream needs.
Exports can be used for:
Exported data is structured and consistent, reducing the need for reformatting or cleanup.
Reports and exports in Premium Accounting align with outcomes synchronized to the accounting ledger.
This ensures:
To understand how reporting fits into the broader workflow, review how Premium Accounting integrates with insurance management systems and accounting ledgers.
Reporting in Premium Accounting is designed for people who must stand behind the numbers.
Accounting teams benefit from:
Reports become a source of confidence instead of risk.
Reporting and exports are ideal for organizations that:
It is most commonly used by MGAs and wholesalers evaluating insurance premium accounting software to modernize reporting workflows.
Accurate allocations, full traceability, and audit-ready reporting - without agency accounting workarounds.