800.747.9273

Accounting

[vc_row][vc_column][vc_column_text]In addition to providing your agency with an innovative agency management system, your agency will also have access to professional service partners to help serve your agency.

SIS offers specialized accounting training for agencies using Partner XE. Your training will be specialized to show you accounting best practices specific to Partner XE. Our accounting training program includes customized account training, on-site agency accounting training, and agency accounting set-up in Partner XE.

[/vc_column_text][vc_tta_accordion][vc_tta_section title=”Customized Accounting Training” tab_id=”1460398070699-84003017-58f6″][vc_column_text]Learn insurance agency accounting best practices and how to apply them to Partner XE. These sessions are one to two hours each and can target any issues your agency wants to cover.[/vc_column_text][/vc_tta_section][vc_tta_section title=”On-site Agency Accounting Training” tab_id=”1460398070722-a59164ba-f4c0″][vc_column_text]These two day training sessions provide a more in-depth look into insurance agency accounting best practices and hands-on assistance to apply them to the functionality of Partner XE. You can schedule these sessions in your agency or at SIS headquarters in Columbus, Ohio for a more in-depth session.[/vc_column_text][/vc_tta_section][vc_tta_section title=”Agency Accounting Set-up in Partner XE” tab_id=”1460398150075-f7f7007e-ffd3″][vc_column_text]These sessions begin with a remote meeting to review your current balance sheet. Once that review is completed, we handle:

  • Establishing a chart of accounts and beginning balances set-up,
  • Set-up and validation of up to 100 account balances in Partner XE,
  • Set-up of vendor files,
  • Set-up of producer commission percent defaults, and
  • Set-up of company commission percent defaults.

We will then review all updated financial statements show in Partner XE and give you you accounting training to keep the balances up to date in Partner XE.[/vc_column_text][/vc_tta_section][vc_tta_section title=”Quarterly Accounting Services Package” tab_id=”1460398172182-83d3e54a-a9af”][vc_column_text]Spend four hours quarterly with an accounting professional to review your books and help you look for errors and room for improvement. These remote meetings will cover:

  • Bank reconciliation review,
  • Expense detail review,
  • Accounts receivables review, and
  • Account payable review.

After conducting these reviews, we will recommend adjustments for your agency.[/vc_column_text][/vc_tta_section][/vc_tta_accordion][vc_raw_html]JTNDaW1nJTIwY2xhc3MlM0QlMjJhbGlnbmNlbnRlciUyMHNpemUtZnVsbCUyMHdwLWltYWdlLTE1MTclMjIlMjBzcmMlM0QlMjJodHRwcyUzQSUyRiUyRnd3dy5zaXN3YXJlLmNvbSUyRndwLWNvbnRlbnQlMkZ1cGxvYWRzJTJGMjAxMyUyRjAzJTJGYWNjb3VudGluZy1zZXJ2aWNlcy5qcGclMjIlMjBhbHQlM0QlMjJQYXJ0bmVyJTIwWEUlMjBBY2NvdW50aW5nJTIwU2VydmljZXMlMjIlMjB3aWR0aCUzRCUyMjY0MCUyMiUyMGhlaWdodCUzRCUyMjMwMSUyMiUyMCUyRiUzRQ==[/vc_raw_html][/vc_column][/vc_row]