Insurance Accounting and Billing Automation

With ISi's automation of accounting processes, your staff can spend their time on other important tasks, and you won't have to worry about accuracy.

Simply choose a key person or department to have sole access to ISi's accounting software for insurance.

Policy-Level Accounting

These features relate to billing, payments, commissions, and financial activity tied directly to individual policies or accounts.

• ACH transfers
• Agent account balance
• Automate over/under charge adjustments
• Automated late payment notices
• Check management
• Claims payments
• Commissions on written or collected premiums
• Credit card (PayPal Pay Flow Pro)
• Credit card, bounced, or refund payments
• Electronic funds transfer (EFT)
• Electronic funds transfer (EFT) and credit card
• Equity cancellations
• Flexible payment plans
• Generate and track invoices
• Immediate runs
• Lockbox support
• Print invoices (single or batch)
• Refund generation and fee reversal

General Ledger

These features support broader financial reporting, compliance, and accounting across the enterprise.

• Financial statements
• Integrated accounting module
• Integrated general ledger
• Monthly premium and loss reports
• Printing and electronic reporting (1099)
• Surplus lines tax reporting