Actuwise handles the financial complexity that comes with running an insurance operation — from trust account reconciliations to statutory filing schedules — so your team can focus on underwriting.
Most accounting firms adapt general bookkeeping templates to insurance clients. We built our workflows around insurance from the start — premium receivables, commission tracking, claims payables, and the dual-basis reporting that regulators expect.
When your examiner or auditor asks for something specific, our records are already organized the way they need to see them.
Reports formatted to support examination and management review without extra preparation.
SAP and GAAP maintained in parallel so you can meet every filing requirement.
Payment records matched to reserving data with full schedule documentation.
Development triangles and claims data compilation for actuaries and management.
We review your current reporting structure, entity type, and specific regulatory obligations before recommending a service scope.
We configure your chart of accounts and workflow to match insurance-specific line items and your internal reporting calendar.
Monthly reconciliations, reserve schedules, and statement preparation delivered on schedule with clear documentation of every entry.
Quarterly check-ins to review the work, address any regulatory updates, and adjust scope as your operations evolve.
Our work covers property-casualty carriers, life insurers, specialty lines, and self-insured entities. The accounting methods we apply reflect how regulators in major insurance markets expect to see financial data structured.
We stay current on SAP updates and GAAP amendments that affect insurance reporting, so your books reflect the current standard — not the one from three years ago.
Three focused service areas, each designed around a distinct layer of insurance financial management.
Specialized bookkeeping for agencies, brokerages, and carriers — tracking premium receivables, commission income, claims payables, and monthly trust account reconciliations.
Claims data compilation, development triangles, and reconciliation of payment records with reserving data — supporting actuaries and management with what they need to finalize reserve estimates.
Dual-basis financial statements under SAP and GAAP, including annual and quarterly statement blanks and supplemental filing schedules — with monitoring of regulatory updates that affect what you file.
A short conversation is usually enough to understand where your current accounting setup has gaps. Reach out and we'll take it from there.
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