Why spend time on bookkeeping when you could be closing more deals and earning more commissions? Hand over the repetitive financial operations to Decimal and get back to strategic work.
As you close more business, get a detailed view of the commissions being generated and where the best opportunities are. Understand exactly how much should be coming in to get an accurate sense of your cash flow.
Whether your business is coordinating everything with your customers or if you’re coordinating on behalf of the insurance carrier, get the right accounting support to keep financial visibility up-to-date and your operations moving forward.
The easiest way to grow your business is to retain customers as their policy comes up for renewal. Get ahead of the conversations early and lock in future policies with detailed financial tracking and an understanding of your most lucrative opportunities.
Whether it’s a team of one or a team of many, the right accounting foundation will shave time off repeated monthly tasks. As the sales team grows and commissions need to be paid out, track all the expenses across the department in a detailed fashion. Easily tie everything to payroll and keep everyone happy.
Plan for all scenarios with the right cash flow management and storage of funds. No one wants a policy to be canceled early, but planning ahead and avoiding any shortage of funds will set your business apart.
With our team working daily on the accounting tasks, we categorize numbers correctly and with the detail you need to make decisions.
We set everything you need to pay bills quickly and easily. All you need to worry about is approval while getting the benefit of stronger internal controls.
Get paid quickly and accurately with invoicing support. Show the details to your clients to answer any questions ahead of time.
The right accounting software support shaves time off repeatable tasks and better connects your business operations.
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With Decimal’s bookkeeping for insurance agencies, it's easy to navigate tax season for insurance businesses. Maximize tax deductions and minimize tax liabilities for your agency with our team of tax experts. If you only need tax support, we're happy to help get everything planned and prepared so that filing taxes is hassle-free.
Up-to-date financials for your insurance agency make it easier to build the strategy. We can help you find a fractional CFO with experience in all the nuances of an insurance agency business to best plan for the future.
Its tough to understand the best technology and the ideal approach for insurance agency accounting on your own. Decimal will build processes and systems for your needs that work with your broader business.
Decimal creates the accounting operational plan around your business, your needs, and your operations. We build a repeatable and scalable template to address your accounting operations so that when you grow, we can effortlessly scale with you.
Gain the full advantage of a team that covers bookkeeping, process improvement, technology optimization, and training. We have you covered at a fraction of the cost if you were to recruit and hire several people for these roles.
We’ll work with you to improve processes and gain efficiencies throughout your organization, all for a fixed monthly price. It's time to say goodbye to hidden fees and hourly billing.
We start by learning your business operations, goals, and capabilities. Unlike other outsourced accounting solutions, once we understand the current state, we identify areas to improve the total process rather than continuing the status quo. We truly take an “operations-first” mindset with our solutions.
After we have collaborated to agree on the process and technology, we will get your unique accounting operational system in place. We’ll set everything up and can even train the relevant team members on the new capabilities. Your business systems will seamlessly integrate to reduce manual work and increase financial visibility.
After implementing the solution, Decimal will look for ways to improve processes. With new technology being introduced every day, we’ll always be looking for ways to keep elevating accounting operations. As your company grows, we’ll have the processes in place to grow together without any issues.
Have questions about who we are or what we do? Find those answers here.
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