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Services

Insurance Agent Bookkeeping (IAB) a subsidiary of RemoteBooksPlus LLC

Insurance Agent Bookkeeping (IAB) - Just as the name implies, provides bookkeeping services to Insurance Agents. Let us track your monthly commissions and related income, your business expenses, and provide a monthly Profit and Loss Statement (P&L). Imagine meeting with your tax, banking or business professional, and having accurate, detailed, P&L statements for your business.

 

We also provide commissions auditing. Do you know if you received commissions for every individual policy in your book of business? Not an easy task if you have several hundred recurring policies. IAB can assist with that task as well.

 

Insurance Agent Bookkeeping Value Proposition:

SIMPLE: Securely upload your income and expense receipts.

AFFORDABLE: IAB Plans - $300/month, Non IAB Plans - Based on scope of services

VALUE-BASED: our services saves you approximately 12 hours a month, a value of $7500 annually. Prospect more, write more, or spend quality time with family & friends.

 

To sign up for services or get more information, click this link

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Frequently asked questions

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