Accounting

Tired of using third-party accounting software that doesn’t quite fit the needs of your insurance business? We've got you covered.

‘Digit’ – the only Accounting Suite specifically designed for MGA and Agent reconciliation.

  • No more ‘double keying’ or duplicating work; bank time and money by avoiding the use of third party software.
  • Flexibility in how you withdraw your commission; decide on a per scheme basis, whether to withdraw your commission when the premium is paid or when the transaction is settled to the insurer.
  • Granular permissions; amend how much power each user has when they’re using ‘Digit’.
  • Activity Log; filter by date, time and client to see transactions within a certain period, as well as viewing the most recent transactions at a glance.
  • View Trial Summary and Trial Balance, with the click of a button.
  • Multi-currency; trade in any currency, and ‘Digit’will do the rest.
  • Adjustment Tolerances; manage adjustment tolerances on transactions per user, per scheme. 
  • Export all transactions, as well as Trial Summaries and Trial Balances to PDF or CSV.
  • Refund an Agent; easily refund an Agent outside of a transaction if needed.

Give us a call, and ask to talk about ‘Digit’; 0208 088 0672

Ready to make the next step?

Get in contact and let us show you how you can accelerate your insurance business with SchemeServe