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Revolutionary Software for Your Insurance Agency Accounting Needs

Manage your finances with premium trust accounting for insurance agencies of all sizes. EZLynx Agency Accounting™ is made for your insurance-specific accounting needs with real-time integration in your EZLynx Management System™. Boost profitability, save time, and maximize efficiency and accuracy. Agency Accounting has all the tools you need for record-keeping, tracking, and automation to gain complete insight into your agency’s financial health.

Key Benefits

  • Build Profitability

    Agency Accounting is integrated with EZLynx Management System for a 360° view of your agency's profitability. Use advanced reporting capabilities to stay on top of financial trends and quickly address any changes in your business.

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    Accurate Records

    Forget having to spend time constantly updating multiple spreadsheets. Opt for a more accurate, systematically updated option that automates many aspects of insurance trust accounting. Track commissions, open balances, payables, and much more.

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    Save Time

    Minimize the time spent tracking and recording basic accounting. A simple user interface blends efficiency with accounting features, making learning and operation easy. Automate your receivables and reduce the time-consuming process of commission reconciliation.

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    Access & Integration

    Manage accounting records through EZLynx with secure, cloud-based access 24/7. With Intuit® QuickBooks Online General Ledger integration, pull information directly from EZLynx to stay in compliance with an accurate record of premium trust account transactions.

 

Latest Feature

Additional Applied Pay Reconciliations in Agency Accounting

We’ve added additional Applied Pay® ; reconciliations in Agency Accounting. Give your clients a superior payment experience with Applied Pay, then avoid manually processing reversals and voided transactions twice – in the Applied Pay portal and in Agency Accounting.

Product Features

  • Account Payment Management

    Keep a tight handle on your A/R with the aging report. Never lose track of a payment with the one-step AutoPay function.

  • Commission Tracking

    Track earned and paid commissions for both agency bill and direct bill policies, all in one place.

  • Premium Trust Balancing

    Easily separate your earned commissions from premiums to help ensure your premium trust is balanced.

  • Auditing Tools

    Trust a complete set of auditing capabilities – simple enough for novices yet powerful enough for experienced accountants.

  • Multi-Branch Support

    Agency Accounting can grow with you, supporting both small and large commercial insurance agencies with multiple branches.

 
 

Ready to Make Accounting Easier?

Gain complete insights into your agency’s financial health with EZLynx Agency Accounting.