Bank Reconciliation of Trust Account

Discussion in 'Insurance Technology Forum' started by dev1nsan, May 23, 2017.

  1. dev1nsan
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    dev1nsan New Member

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    I own an independent personal lines agency and I wanted to see what everyone is using to do bank reconciliations with your trust account. We take a lot of cash payments for monthly payments and new business and it's gotten to a point where we really need some kind of automation system. We use an agency management system so we can transfer all the transactions to csv file, basically I'm looking for a software that will match the transactions from our management system with those from the bank.
     
  2. InsTech
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    InsTech New Member

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    Possible with premium trust accounting system inside management system that integrates with Quickbooks.
    :cool:
     
    Last edited: May 25, 2017
  3. jtmgolf00
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    jtmgolf00 Well-Known Member

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    QuikFuzion has a Trust report built into it's accounting - no need for QB (as always I mention that I had done some consulting work for them)
     

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