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Technology

Cleaning Up and Balancing Premium Payables in Applied Epic

Sue Good

Consistent premium payable reconciliation ensures accurate financials, reduced risk and confidence in what the agency/brokerage owes — or is owed — is correct and defensible with reports generated by Applied Epic, not an Excel spreadsheet. Sue Good offers a look at this process and lays out some best practices for agencies.

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Exhibitors

EQP! Accounting

Published: February 20, 2024

Outsourcing your insurance agency accounting services is a cost-effective way to maximize your company’s revenue and growth. We ensure your financials are in good hands with EQP! agency accountants; with over 20 years of experience, we effectively communicate with you every step of the way.