With FreshBooks, you can easily create invoices, monitor expenses, generate financial reports, time track projects, and more. FreshBooks will free up your time so that you can focus on what you do best, running your insurance business. Try it for free! 

Bookkeeping Software Built for Your insurance Business

FreshBooks is a cloud-based online accounting software solution that provides your company with a host of features. FreshBooks will give you everything you need to manage and keep track of your small business transactions. No accounting experience necessary, no math required. 

You can invite team members to collaborate on projects, enter their own hours, and log expenses. The FreshBooks’ dashboard will give you a snapshot of your company’s income and expenses. And financial statements are a snap – one click and FreshBooks will generate your company’s general ledger or a host of other reports.

Let us show you why the best accounting software for small business is FreshBooks. 

Get Paid Faster 

You’ll never lose track of an invoice again with our easy to navigate website. As well, FreshBooks provides the option of allowing your clients to make secure online payments.

Invoicing Software and Time and Expense Tracking for Insurance Agents

Invoicing is simple; choose a template, enter the details, add your logo and you’re good to go! FreshBooks will calculate the tax and send it via email to the client for you. 

With expenses, you can log each receipt through FreshBooks’ supplied list of categories, or create your own. You can also mark an expense as billable to a client, and then automatically have that information added to an invoice.

Expense Reports

See how much money you’re spending on signing up new clients, and where you’re spending it. Just click on “expense report” to see all your costs, grouped by categories. 

Reminders

Is a payment overdue, but you’re too busy to notice? FreshBooks will send polite late payment reminders to your clients. You’ll be notified too, in your dashboard. 

Late Payments Fees

You have your choice – charge a flat fee for a late payment, or a percentage of the amount you’re owed. You decide in advance when to charge it, FreshBooks does the calculation and applies the amount for you. 

Recurring Profiles

Have a lot of repeat clients? You can set your account up so that FreshBooks automatically generates and sends invoices to these customers, saving you time.

Accounting App for Insurance Agents That Offers Secure Online Payments

FreshBooks offers secure online payments through credit cards (Visa, Mastercard and American Express), as well as payment services Stripe and Apple Pay. You can also set up a billing schedule so that a client’s credit card is charged regularly. Taking advantage of these services means you can get paid faster.

Choosing an Accounting Software for Your Insurance Business

You want an accounting software that does the heavy lifting for you. But how do you know if FreshBooks is the right one? Simple. Give us a try, for free, for thirty days. In that time, play with one of our invoice templates, do up a proposal or estimate, and see how easy it is to generate a report of your choosing. At the end of the trial period, we think you’ll agree that FreshBooks is the online accounting software solution that small businesses have been looking for.

Accounting Software for Insurance Agency

FreshBooks is available online for both PCs and Macs, as well as through our mobile app on Google Play or iTunes. The FreshBooks’ desktop accounting software will sync automatically with the app, so you can access your small business finances from anywhere in the world. We offer a number of different accounting packages to choose from, with competitive pricing.

Advance Your Insurance Business with Double-Entry Accounting on FreshBooks

Your clients trust you to get them the best coverage and rates possible. You know how important it is to be able to weigh your options based on accurate information and stats.

At FreshBooks, we believe that your business accounting should be treated the same way. That’s why we’re obsessed with giving small business owners exactly what they need in order to take control of their accounting and bookkeeping. 

In fact, our software now includes double-entry accounting – an industry standard feature that helps you keep all of your debits and credits in check.

See your business finances at a glance and always know whether your business is “in the black”. 

See why insurance agents everywhere are turning to FreshBooks for their accounting needs by starting your 30-day free trial.

What Is the Best Accounting App for Insurance Agents?

The best accounting app for Insurance Agents is one that anticipates the needs of people, like you, who have a business to run, and who don’t have a lot of time to spend on accounting. It’s one that keeps the accounting terminology simple, provides an easy user interface, and an in-house customer support team that’s ready to help. That’s FreshBooks. Give us a try and you’ll see how FreshBooks’ accounting software can work for you.

There’s no strings attached, try FreshBooks’ accounting software for your insurance business, for free, for 30 days.