We've just released a series of updates to help you keep your accounts clean and speed up sending out agency statements 👏

Check them out below, and as always - if you have any questions, we’re only a few clicks away!

​✉️  E-mailing out agency statements just got easier  📬

Use the configurable “Email agency statement” button on the Agency accounting screen to quickly send out your monthly statements to your accounting contact at the Agency.

​Learn more

💵  Third party payments  💰

Now there is an easier way to handle cases when the agent pays the carrier directly. No need to create multiple $0 endorsements or manual journals. 

-----------------------------------------------------------------------------------