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Bookkeeping & Accounting Services

Whether it’s specific parts of the accounting process you need assistance with, or the process in its entirety, we’ve got you covered. We handle all insurance agency bookkeeping needs with a staff of experienced insurance agency professionals with years of experience in Applied Epic.

A service that works with your agency on a daily basis.
You run your agency and we run your management system.

Receipts / Deposits

  • Recording Direct Bill Commission Income

  • Recording Agency Bill Payments

  • Recording Other Income and/or Deposits

Disbursements

  • Recording Expenses

  • Setup & Recording Premium Payables to Carriers and Brokers

  • Commission Payments to Brokers/Producers

Reconciliation

  • Direct Bill Production Entry & Reconciliation

  • Premium Payable Review & Reconciliation

  • Bank Reconciliation

  • Producer/Broker Reconciliation

  • Government/Surplus Tax Reconciliation

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Additional Accounting Entries

  • Payroll Entries

  • Journal Entries

  • Adjustments & Review

  • Bank Transfers & Additional Bank Entries

  • Adjustments & Additional Entries as directed by you or your CPA. 

Month End & Financial Reporting

  • Review Month End Reports

  • Month End Creation & Distribution of:

    • Income Statement

    • Balance Sheet 

    • Trial Balance

    • Account Current Report

    • Premium Payables

    • Aged Receivables

    • Producer/Broker Commission Payables

    • Balancing Reports

    • Bank Reconciliation Reports

    • Any and All Financial Reports Requested by Agency​

 

We commit to these reports being delivered by the 3rd business day of the month

Meet The accounting Team

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Dachi Saganelidze
Director of Accounting Services
Dachi@MillikenAgencyServices.com
(603) 356-1566
Ext 330
Connecticut

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Jenny Sancho
Accounting Team Lead
Jenny@MillikenAgencyServices.com
(603) 356-1566
Ext 315
New York

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Kim Brown
Accounting Team Lead
KBrown@MillikenAgencyServices.com
(603) 356-1566
Ext 310
Pennsylvania

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Elizabeth Jazwinski
Agency Accounting Specialist
Elizabeth@MillikenAgencyServices.com
(603) 356-1566
Ext 308
Iowa

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Lynne Vuona
Agency Accounting Specialist
Lynne@MillikenAgencyServices.com
(603) 356-1566
Ext 307
Massachusetts

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Dallas Vos
Agency Accounting Specialist
Dallas@MillikenAgencyServices.com
(603) 356-1566
Ext 314
South Dakota

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Amanda Vieira
Accounting Associate Manager
Amanda@MillikenAgencyServices.com
(603) 356-1566
Ext 306
Florida

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Robyn Serbin
Accounting Associate
Robyn@MillikenAgencyServices.com
(603) 356-1566
Ext 323
Texas

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Kartini Cheng
Accounting Associate
Kartini@MillikenAgencyServices.com
(603) 356-1566
Ext 325
Arizona

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Andrea Rushing
Agency Accounting Specialist
Andrea@MillikenAgencyServices.com
(603) 356-1566
Ext 326
Alabama

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Silvana Gryka
Agency Accounting Associate
Silvana@MillikenAgencyServices.com
(603) 356-1566
Ext 329
New York

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Jessica Lowe
Agency Accounting Associate
Jessica@MillikenAgencyServices.com
(603) 356-1566
Ext 312
South Carolina

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Belen Coronado
Agency Accounting Associate
Belen@MillikenAgencyServices.com
(603) 356-1566
Ext 318
Pennsylvania

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Sharon Chamberland
Agency Accounting Associate
Sharon@MillikenAgencyServices.com
(603) 356-1566
Ext 313
Connecticut

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Jennifer Doran
Agency Accounting Associate
Jennifer@MillikenAgencyServices.com
(603) 356-1566
Ext 322
Arizona

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Joseph Rodriguez
Agency Accounting Associate
Joseph@MillikenAgencyServices.com
(603) 356-1566
Ext 316
Arizona

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Kristi Williams
Senior Accounting Associate
Kristi@MillikenAgencyServices.com
(603) 356-1566
Ext 332
Oklahoma

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