Invoicing for insurance carriers
Bill producers for premium, and keep commission apart
Invoice each producer for the premium they owe, and record the commission you owe them as a bill of your own, so what you are owed and what you owe never net out.
- Industry Terminology
- Policy · Endorsement · Producer
- Priced for Lines
- Premium · Endorsement premium
- Standard Settlement
- Net 30 days
A workspace that starts with the words, fields and terms your insurance company already uses.
Billing, not policy administration or claims
Use BillingMart to invoice producers for premium and to record the commission you owe them as bills of your own. It is not a policy administration or claims system: it does not rate, quote or bind coverage, does not adjudicate or pay claims, and holds no premium in trust. BillingMart manages billing workflows and payment requests. It does not replace your agency management system, carrier accounting, premium trust accounting, or regulatory recordkeeping, and BillingMart does not hold premium trust funds.
A sample document
How an invoice looks in the real world
An illustrative invoice with Insurance Carrier line items and terms. The names, amounts and notes on it are made up; the notes are the business’s own wording, not BillingMart’s.
POL-2026-1182
Lakeside Risk Partners
Producer · Commercial Property · Term: 12 Months
CP-55120 / 15 Nov 2026
A field printed on the invoice
Net 30
Cadence: +7d, +21d
How it bills
The insurance carrier billing flow
From the estimate to the payment, the steps this kind of work usually follows.
Invoice the Producer
Record the policy number and effective date on the invoice and bill the premium, any endorsement premium and the policy fee.
Collect and Remind
The producer pays online from the invoice, and reminders go out 7 and 21 days after the due date.
Commission as a Bill
Record the commission owed to the producer as a bill, approve it and record its payment, apart from the premium invoice.
Built for this trade
Premium Billing for Insurance Carriers
Producers invoiced for premium, commission kept as a payable
A carrier that bills producers needs the premium it is owed and the commission it owes kept as two separate records, not one netted figure.
BillingMart invoices the producer for the gross premium and fees, and records the commission as a bill you approve and pay. Receivables and payables are reported apart.
Policy administration, rating, binding and claims stay in the systems built for them. BillingMart does not adjudicate or pay claims and does not hold premium in trust.
What it does for this trade
- Policy # and effective date fields on every invoice
- Premium, endorsement premium and policy fee as their own lines
- Net 30 terms and reminders 7 and 21 days after the due date
- Commission recorded as a bill, never netted from the premium
Instant Configuration
Selecting this industry profile pre-populates all terminology, custom fields, and dunning cadences in your workspace. You retain complete control to edit or expand any setting at any time.
The preset
It already knows the words
Pick this trade when you sign up and everything below is pre-filled. Every value is fully customizable in your settings.
What things are called
- job
- Policy
- change order
- Endorsement
- client
- Producer
- invoice
- Invoice
- estimate
- Quote
On every invoice
- Policy #
- Effective date
First-class structured fields rather than an unstructured notes box, printed on the invoice and its PDF.
Terms it starts with
- Payment terms
- Net 30 days
- Numbering
- POL-2026-0001
- Reminders
- day 7, day 21 after the due date
Common Line Item Presets
Frequently billed items for insurance carrier work. Click-to-add on any invoice to save repetitive typing.
- + Premium
- + Endorsement premium
Start billing your insurance company
Start on the free plan, with no credit card required to sign up. Every plan and its monthly send limit are on the pricing page.