Insurance Agency
Invoicing for insurance agencies
Premiums, endorsements and agency fees — in a down payment and ten installments that issue themselves.
- It calls them
- Policy · Endorsement · Insured
- Priced for
- Premium · Endorsement premium
- Paid in
- Net 10 days
Set up for you
It already knows the words
Pick this trade when you sign up and everything below is already filled in. All of it is a default, and all of it is yours to change.
What things are called
- job
- Policy
- change order
- Endorsement
- client
- Insured
- invoice
- Invoice
- estimate
- Quote
On every invoice
- Policy #
- Carrier
- Effective date
- Term
Real fields rather than a notes box, so they can be searched, printed and reported on.
Terms it starts with
- Payment terms
- Net 10 days
- Numbering
- INV-2026-0001
- Deposit
- 25% up front
- Installments
- Up to 10
- Reminders
- day 3, day 10 after the due date
The lines you bill most days
These save typing. Any invoice can still carry a line that is not on the list.
- Premium
- Endorsement premium
Start billing as a insurance agency
Free for the first 25 invoices a month. No card to sign up.