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ari8
Level 1

For commercial insurance company accepting premium I later pay to carrier I represent, how do I set up that "sweep" account so those premiums arent income?

 
2 Comments 2
Fiat Lux - ASIA
Level 15

For commercial insurance company accepting premium I later pay to carrier I represent, how do I set up that "sweep" account so those premiums arent income?

Do you have any agency management system?

ari8
Level 1

For commercial insurance company accepting premium I later pay to carrier I represent, how do I set up that "sweep" account so those premiums arent income?

Yes, Agency Matrix

 

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