Clear decision guides for Commercial Property & Casualty Brokerages
Straight comparisons of the tools you're choosing between, honest about where each one falls short. Where we quote a benchmark, we show its source.
16 guides for Commercial Property & Casualty Brokerages of 1,000
Keeping Premium Installments Separate From Retainer Fee Revenue
Carrier premium installments and your own retainer fees share one bank account. Two approaches to keeping that boundary clean on Stripe or Chargebee.
Telling Apart Commissions, Splits, and Pass-Through Money
A Q&A guide for commercial property and casualty brokerages separating producer commissions from carrier pass-through money before filing.
Pulley vs. Carta for an Agency's Producer Stock Redemption Plan
A checklist for property and casualty agencies on documenting producer stock redemption terms, funding the buyout, and where Pulley or Carta fits.
Why a P&C Brokerage's Sales Tax Exposure Is Usually Small
Insurance commissions run through premium tax, not sales tax. A checklist for a commercial P&C brokerage on what to verify before assuming zero exposure.
Cube vs. Mosaic for a P&C Agency's Renewal Book Forecast
A decision guide for a commercial property and casualty brokerage weighing Cube against Mosaic for commission, contingency, and renewal forecasting.
A Worked Example: Financing Renewal Commissions at a P&C Brokerage
A worked example showing how renewal commission revenue makes a commercial property and casualty brokerage a genuine, if partial, fit for Pipe.
BILL vs Tipalti for Commercial P&C Insurance Brokerages
A decision guide for BILL versus Tipalti at a commercial P&C brokerage, once premium trust handling and commission are set aside.
NetSuite vs Sage Intacct for Commercial P&C Brokerages
Commission timing, contingent bonuses and producer compensation are the real decision points behind NetSuite vs Sage Intacct for commercial P&C brokerages.
Ramp or Brex for a Commercial P&C Insurance Agency
Producer entertainment, carrier conventions and E&O premiums each run on their own schedule. Ramp, Brex and Navan for agency spend that isn't discretionary.
Airbase vs Procurify for Commercial P&C Insurance Brokerages
A renewal-calendar approach to comparing Airbase and Procurify for commercial P&C brokerages, where a lapsed appointment or E&O policy is a licensing risk.
Payroll for a P&C Brokerage: Producer Commission and Renewal Residuals
How a commercial P&C brokerage handles producer commission, renewal residuals, and multi-state agent licensing, and where Gusto and Rippling diverge.
Answers for a Commercial P&C Brokerage's Close Process
Direct answers to the close questions a commercial property and casualty insurance brokerage asks when weighing FloQast against BlackLine.
Modern Treasury vs Trovata for Commercial Insurance Brokerages
Fiduciary premium trust accounting and carrier remittance timing make treasury complex for commercial P&C brokerages. Here's how these tools compare.
409A Valuation for a Commercial P&C Insurance Brokerage
Whether producers or the agency own the book of business is an old argument that resurfaces the moment anyone prices equity. Here's how to work through it.
FloQast vs. AuditBoard for Commercial P&C Insurance Brokerages
New business commissions, contingent bonuses, and fiduciary premium accounts complicate a brokerage's close. See how FloQast and AuditBoard compare.
Payoneer vs Wise for P&C Brokerages Paying Overseas Markets
Comparing how commercial property and casualty brokerages should pay overseas wholesale markets, surplus lines carriers, and claims vendors.