Insurance Agency Accounting & Bookkeeping

Specialists in providing remote accounting services to Independent Insurance Agencies using Applied

Experienced team of insurance agency bookkeeping professionals maintaining your books
Affordable, professional services for less than the cost of an in-house bookkeeper
Pay for what you need, when you need it
No more year end headaches – eliminate the cost for re-work
Ongoing updates of financial records and reports
Capabilities
Services from routine bookkeeping to financial analysis
Specializing

Applied Epic Agencies 07/17/2019

Applied Epic Agencies

IAAB has the capability to perform all core bookkeeping functions as in-house staff, plus provide financial statement preparation and interpretation. Agencies maintain control over bank deposits and check printing & mailing. See How it Works!

Applied Epic Agencies IAAB has the capability to perform all core bookkeeping functions as in-house staff plus provide Financial Statement preparation and interpretation.

Common Scams Threatening Your Business | IAAB 07/11/2019

Common Scams Threatening Your Business | IAAB

Scams and fraud are an ever-growing problem, affecting over a million people annually according to the Federal Trade Commission. In 2017, reported fraud losses for individuals totaled $905 million. But these scams aren’t limited to consumers. Your business is also a potential target. Learn more...

Common Scams Threatening Your Business | IAAB Fraudulent losses destroy lives, but not only individuals are at risk. So is your business. We list the most common scamm and ways to protect your business.

Pay Insurance Carriers Online | IAAB 06/12/2019

Pay Insurance Carriers Online | IAAB

More and more insurance companies offer the option to make premium payments online. There are many benefits to taking advantage of this.

Pay Insurance Carriers Online | IAAB Isn’t your business already paperless? Online payments to carriers mean accuracy, security, and convenience. That's better service for your clients.

About The Insurance Agency Accounting & Bookkeeping Team 05/23/2019

About The Insurance Agency Accounting & Bookkeeping Team

Check out our new bio page to learn more about our team.

About The Insurance Agency Accounting & Bookkeeping Team IAAB has the capability to perform all core bookkeeping functions as in-house staff plus provide Financial Statement preparation and interpretation.

National Small Business Week 05/01/2019

National Small Business Week

National Small Business Week is May 5th - 11th!
A national recognition honoring the United States' top entrepreneurs each year. The distinguished group of small business owners are hailed each year by the U.S. Small Business Administration and a collection of event co-hosts... check out more...

National Small Business Week National Small Business Week is May 5th-11th, 2019

The Benefits of Taking Vacation Time | IAAB 04/10/2019

The Benefits of Taking Vacation Time | IAAB

Spring is here and many are feeling the need for a break. Vacation provides employees time to disconnect from work and regain balance in other parts of their lives. This time away reduces stress, promoting mental and emotional well-being.

The Benefits of Taking Vacation Time | IAAB

Compare the benefits! 03/28/2019

Compare the benefits!

Compare the benefits of working with Insurance Agency Accounting & Bookkeeping (IAAB)

Contact us at 860.614.7268 now to find out how your agency can benefit from our services.

Compare the benefits! Compare the benefits of working with Insurance Agency Accounting & Bookkeeping (IAAB)

Pay Insurance Carriers Online | IAAB 03/04/2019

Pay Insurance Carriers Online | IAAB

What are the Benefits to Paying Agency Bill Premiums Online?

More and more insurance companies offer the option to make premium payments online. There are many benefits to taking advantage of this.

Pay Insurance Carriers Online | IAAB Isn’t your business already paperless? Online payments to carriers mean accuracy, security, and convenience. That's better service for your clients.

Compare the benefits! 02/04/2019

Compare the benefits!

Cross-trained teams assigned to your agency... financials reviewed by a firm principal and 5 more benefits of working with IAAB...read more

Compare the benefits! Compare the benefits of working with Insurance Agency Accounting & Bookkeeping (IAAB)

Applied Epic Agencies 01/11/2019

Applied Epic Agencies

We are Epic accounting experts...read more on why it works!

Applied Epic Agencies IAAB has the capability to perform all core bookkeeping functions as in-house staff plus provide Financial Statement preparation and interpretation.

It's now easier to contact Insurance Agency Accounting & Bookkeeping. 12/05/2018

It's now easier to contact Insurance Agency Accounting & Bookkeeping.

It's now easier to contact Insurance Agency Accounting & Bookkeeping.

Accounting: Getting Your Business Ready for Year End | IAAB 12/05/2018

Accounting: Getting Your Business Ready for Year End | IAAB

Accounting and tax deadlines can easily become swept up in the stress of projects and holidays. The best thing you can do is plan ahead and prepare early. Business may stay in motion through December 31st, but that doesn’t mean you can’t start getting ready now. Here’s a list of items to review.

Accounting: Getting Your Business Ready for Year End | IAAB Year-end is a busy time and can pass by like a whirlwind. Here's a checklist of questions to consider when getting your business' accounting in order.

10/16/2018

Proud to be a Benefit Partner for Applied|Net 2018

FEWER THAN 99 EMPLOYEES 09/16/2018

FEWER THAN 99 EMPLOYEES

FEWER THAN 99 EMPLOYEES The following companies with fewer than 99 employees have achieved an average satisfaction rating of 80% or greater from their employees

Feedback’s role in Product Strategy Management with Jose Soeiro - BigTeam 08/08/2018

Feedback’s role in Product Strategy Management with Jose Soeiro - BigTeam

Feedback’s role in Product Strategy Management with Jose Soeiro - BigTeam What role does internal feedback play in product strategy management? We intereview Sage Intelligence's Jose Soeiro for his thoughts.

How To Make The Most Of Customer Insights 07/31/2018

How To Make The Most Of Customer Insights

How To Make The Most Of Customer Insights Here are some key pieces of advice from research disruptors who are revolutionizing the way retail brands understand their customers.

NetVU 2018 Awards Gala - May 16, 2018 05/21/2018

NetVU 2018 Awards Gala - May 16, 2018

Read more about the 2018 NetVU Awards Gala here >> http://bit.ly/2klwhC8
Accelerate, powered by NetVU

Timeline photos 03/14/2018

Timeline photos

Congratulations to WAHVE CEO, Sharon Emek, for being featured on the cover of Workforce Magazine. If you are interested in learning more on becoming a wahve or hiring a wahve please visit wahve.com.

2018 Leadership Academy 02/07/2018

2018 Leadership Academy

The 2018 Leadership Academy took place February 5-7, 2018 in Charleston, South Carolina. This was an opportunity for chapter officers to come together and prepare for the upcoming year.

Photos from Netvu New England's post 10/23/2017

Always a worthwhile conference for Vertafore users. Thanks for inviting IAAB!

10/12/2017

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(no title) Your New England Users Group for AMS360 - Come gather and share your knowledge

Applied Net 2017 09/21/2017

Applied Net 2017

Applied Net 2017

08/25/2017

IAAB will be there! Stop by our booth in the exhibit hall.

It is officially 30 days until 2017! We will see you there?

Register today http://bit.ly/1tqVays

5-19-17 05/30/2017

5-19-17

5-19-17 May 19, 2017

05/19/2017

Brenda DiCarlo will be at the Central NY NetVU Chapter meeting discussing AMS360 Direct Bill Commissions processes! Click the link to register for this event on June 14th: https://www.netvu.org/web/Online/Events/Event_Display.aspx?EventKey=CH2591706

Join fellow Vertafore users in Nashville at NetVU17! 01/27/2017

Join fellow Vertafore users in Nashville at NetVU17!

Join fellow Vertafore users in Nashville at NetVU17! Don't miss out on the chance to attend education sessions, receive one on one tech support and network with other Vertafore users!

Timeline photos 12/16/2016

Don from Hershey Insurance stopped by IAAB today!

Applied Client Network : Applied Net 2017 : 2017 Call for Presenters 11/15/2016

Applied Client Network : Applied Net 2017 : 2017 Call for Presenters

Applied Client Network : Applied Net 2017 : 2017 Call for Presenters Applied Client Network UK

Join fellow Vertafore users in Nashville at the NetVU17.  Registration is $629 until 11/14! 11/12/2016

Join fellow Vertafore users in Nashville at the NetVU17. Registration is $629 until 11/14!

Join fellow Vertafore users in Nashville at the NetVU17. Registration is $629 until 11/14! Don't miss out on the chance to attend education sessions, receive one on one tech support and network with other Vertafore users. Registration is $629 until 11/14!

AMS360 & Vertafore Agency Platform Education Preview 11/04/2016

AMS360 & Vertafore Agency Platform Education Preview

AMS360 & Vertafore Agency Platform Education Preview We’re excited to have you as a part of this dynamic user group! All Vertafore customers are already NetVU members — simply contact the NetVU office to create an account to participate in…

Photos from NetVU's post 10/26/2016

Outstanding event from NetVU New England

09/17/2016

We will be at the Applied Systems conference AppliedNet2016 this week.

07/23/2016

Why Insurance Agencies Can't Ignore Bad Accounting

http://www.insurancejournal.com/magazines/features/2016/06/06/410405.htm

Why Insurance Agencies Can't Ignore Bad Accounting Take an industry, say independent insurance agencies, that is supposed to be sales-focused and where principals think accounting is boring. Accounting may

"Shall we?" "Let's." 07/22/2016

"Shall we?" "Let's."

"Shall we?" "Let's." Imgur: The most awesome images on the Internet.

Telephone

Address


182-2 Birge Park Road
Harwinton, CT
06791

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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