Pricing

Insurance agency accounting pricing

For agencies on Applied Epic and AMS360. Two ways to work with us — same portal, same promises.

Flat fee, per agency

Self-serve — start today

Agency accounting handled end to end — carrier statements, commissions, close by business day 10.

Pricing bands
Agency size	Price
Up to 10 carriers, single office	$699 / mo
11–25 carriers or multi-office	$999 / mo
26+ carriers or large premium volume	Talk to us

Included

Monthly carrier statement reconciliation with aged exceptions
Commission tie-outs to your GL
Weekly bank and card reconciliations
Weekly AP processing
Direct-bill and agency-bill handling
Month-end close by business day 10
Financial package with commission analytics
Dedicated accountant + senior review
Client portal with status, documents and history

Get started

Prefer to talk first?

Dedicated team

By consultation

Your own accounting department or insurance VA — you direct it, we staff and manage it.

from $995 / mo per professional

From half-time VAs to full accounting teams. We'll walk you through options and exact pricing on a call.

Team start: 2 weeks for 1–2 people, 4 weeks for 3+

Included

Dedicated full-time professionals with senior oversight
No-cost replacement guarantee
Works inside Epic and AMS360
Staffing tracker in your portal from day one

Request a consultation

Live estimate

What would it cost for your agency?

Number of carriers8

1–30 carriers

Offices

Estimated total

$699/ mo

Up to 10 carriers, single office

Get started

Prefer to talk first?

Compare that to a part-time bookkeeper who's never reconciled a carrier statement — or a $5k+/mo in-house hire.

“FinAcct Solutions has provided us with superior accounting service for our agency. They went above and beyond our expectations. They didn't need much training, as they were already familiar with the accounting needs of an insurance agency. Once we provided access to resources like Ezlynx, QuickBooks, and internal systems, they were able to take over our accounting from day one. They are very professional and detailed. I strongly recommend their services. We've had absolutely no issues.”

René S. Solórzano

Chief Executive Officer/President · Rensol Insurance Solutions

FAQ

Common questions

Contract and billing setup (via Stripe) the same day, then your onboarding workspace opens immediately with your document checklist and dedicated team.
Applied Epic and AMS360 day to day, and we work alongside EZLynx, HawkSoft and NowCerts setups. Other systems are served by our dedicated-team model.
Both, following your agency's workflow, with commission tie-outs to your GL every month.
Historical cleanup (quoted after review), new entity or office setup, producer commission statement preparation, 1099 preparation, advisory work.
Month-to-month after a 30-day notice period. No long-term lock-in.

One price across Epic and AMS360
Simple monthly autopay
No surprise invoices
Annual prepay saves 5%