The distribution side, not the carrier side: premium and commission, producer splits, and money held in trust. Ask and we will walk you through the insurance deck.
Oracle publishes a NetSuite insurance accounting page, and it is aimed at carriers: premium billing, claims, statutory compliance. The distribution side is a different business entirely. Money that is not yours, held in trust. Commission that splits four ways. Premium payable to a carrier on a calendar you do not control. Agency management systems handle the policy. They are not a general ledger, and the reconciliation between the two is the month-end job nobody wants.
Retail agencies, wholesale brokers, MGAs and program administrators on NetSuite. Anyone holding fiduciary funds who has to prove segregation to a regulator or an auditor.
Firms whose agency management system and general ledger disagree at every close. The AMS keeps the policy; this is the ledger underneath it.
No quoting, no rating, no policy issuance. The agency management system keeps that job.
No Schedule P, no annual statement, no statutory blanks. This is distribution-side finance.
We account for claim money moving. We do not adjust claims.
Fiduciary rules differ by jurisdiction. The states in scope are listed in the order; additional ones are priced separately. No blanket coverage is implied.
Send us the line item you want to replace: the vendor, the annual number and what it is priced on. We will tell you plainly whether we can replace it, and quote it in two lines: the license, and any services you choose to add.
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Runs natively in your NetSuite account.
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