Invoicing for managing general agents
Invoice retail agents for premium, taxes and fees
Bill each retail agent for the premium, the policy fee, the surplus lines tax and the stamping fee on their own lines, with the policy number and effective date on the invoice.
- Industry Terminology
- Policy · Endorsement · Retail agent
- Priced for Lines
- Premium · Endorsement premium
- Standard Settlement
- Net 15 days
A workspace that starts with the words, fields and terms your MGA already uses.
Works alongside your agency management and policy systems
Use BillingMart to invoice retail agents and collect what they owe. It is not an agency management or policy administration system: it does not rate, quote or bind coverage, does not adjudicate claims, keeps no trust accounts 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 MGA 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-2026-0417
Harbor Point Insurance Agency
Retail agent · Commercial General Liability · Term: 12 Months
ESGL-30418 / 01 Nov 2026
A field printed on the invoice
Net 15
Cadence: +5d, +15d
How it bills
The insurance mga billing flow
From the estimate to the payment, the steps this kind of work usually follows.
Invoice the Retail Agent
Record the policy number and effective date on the invoice, and add the premium, the policy fee and the state taxes and fees as lines.
Collect and Remind
The retail agent pays online from the invoice, and reminders go out 5 and 15 days after the due date.
Endorsements: AP & RP
Bill an additional premium as its own invoice, and issue a credit note for a return premium.
Built for this trade
Premium Billing for Managing General Agents
One invoice per policy, with the taxes and fees on their own lines
An MGA bills retail agents for premium, policy fees and the state surplus lines taxes and stamping fees, and every one of those has to be visible on the invoice.
BillingMart starts the workspace with those fees, the policy number and effective date fields, net 15 terms and reminders after the due date. You enter the amounts; BillingMart adds them up the same way on the invoice, the PDF and the payment page.
Carrier remittances, binding and policy records stay in the systems built for them. BillingMart does not hold premium in trust.
What it does for this trade
- Policy # and effective date fields on every invoice
- Policy fee, surplus lines tax and stamping fee as their own lines
- Net 15 terms and reminders 5 and 15 days after the due date
- Credit notes for return 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
- Retail agent
- 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 15 days
- Numbering
- POL-2026-0001
- Reminders
- day 5, day 15 after the due date
Common Line Item Presets
Frequently billed items for insurance mga work. Click-to-add on any invoice to save repetitive typing.
- + Premium
- + Endorsement premium
Start billing your MGA
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.