Client Money & Trust
Premium belongs to the insured and then to the carrier. Prove it every day.
What installs
This is an add-on, sold at its own price.
| What | |
|---|---|
| This module | Insurance Client Money & Trust Accounting: the daily trust ratio, premiums payable to carriers, the fiduciary posting control, trust sweeps and premium finance. |
| Sold separately | Insurance Agency Management — the book of business, agency bill and the commission ledger. |
| Installs with both | Insurance Client Money Agency Integration — the policy on every premium payable and premium finance agreement. It installs by itself when Insurance Agency Management is on the database too. |
| Comes with it | The insurance foundation — the commission calculator that owns the trust ratio arithmetic and the collectibility rule. It downloads automatically. |
| Your price | The foundation it installs on is free, and Insurance Agency Management is priced on its own page. |
In this guide
- One number a principal can read every morning — The Trust Ratio
- Owed to the carrier from the day it is invoiced — Premiums Payable And Sweeps
- When a lender pays the premium, the return premium is the lender's — Premium Finance
- Setting up
- Roles and access
- Every feature, at a glance
- Questions
Try it. insuranceagency.mybridgeerp.com — press Log in.
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