Insurance Bookkeeper Training
Does your accountant truly understand insurance accounting? It’s far more complex than regular accounting, requiring specialized expertise and precision. Our Bookkeeper Training Service is designed specifically for insurance agencies, offering courses that align perfectly with your accounting cycle. With 20 hours of live, one-on-one instructor-led training, we ensure your bookkeeper gains the knowledge and confidence they need to excel. Training is conducted directly in your agency management system, using your agency’s data for a seamless and practical learning experience.
20-Hours of Live One-on-One Instruction
Your bookkeeper will receive one-on-one, expert-led training tailored to mastering the unique complexities of insurance accounting, ensuring every session is relevant and impactful.
Courses that Align with Your Accounting Cycle
Our courses align with your accounting cycle, providing your bookkeeper with practical, timely training that integrates seamlessly into your agency’s operations.
Learn in Your Management System with Your Data
Training Topics Include:
Financial Center Overview
Gain a comprehensive understanding of Cash Receipts, Deposits, EFTs, and managing Vendors with checks.
Daily Process
Master the daily workflows and best practices to ensure smooth and accurate financial operations.
Admin Center
Empower Your Team with Expert-Led Training
Schedule a Consultation for Pricing, Training Details, and Answers to Your Questions!
Frequently Asked Questions
Why is insurance agency accounting different from traditional accounting?
Insurance accounting involves specialized practices and processes that are unique to the industry. Accountants without insurance experience often lack the necessary skills to appropriately maintain an agency’s financial records.
Can Account Managers and CSRs handle bookkeeping?
While Account Managers and CSRs play vital roles in an agency, proper bookkeeping requires specific knowledge and methods that are not typically part of their skill set.
What does your training program include?
Our program consists of 20 hours of intense, one-on-one training focused on guiding new bookkeepers through the monthly activities of an insurance agency bookkeeper.
How does the training instill confidence in employees?
Our trainers ensure all training is completed according to established procedures, industry best practices, and AMS360 standards. This creates a strong foundation and builds confidence in both employees and management.
Who leads the training sessions?
The sessions are led by industry and software experts with deep experience in insurance agency accounting and AMS360.
Is the training in-person or remote?
The training is conducted 100% remotely, saving your agency both time and money while maintaining the highest quality instruction.
How is the training structured?
The training is conducted in phases that align with the accounting cycle, allowing trainees to ask agency-specific questions and immediately apply what they’ve learned.
Has Your Insurance Agency Mastered the Foundational Elements for Success?
We’ve noticed that our most successful clients all excel on the same Foundational Elements. Our goal is to share these elements with agencies and help them prioritize their time and initiatives around these pillars to achieve success that will last for years to come.