Insurance Accounting Software

Harness all the data you need to provide quick, accurate quotes for clients in the same environment you use to manage key accounts.

Meets your company’s compliance, performance, and security protocols 

Accounting Seed has been trusted by insurance agencies since our inception. With a seamless integration into policy, billing, and claims systems our software has transformed the way insurance agencies run their back office. Our software creates superior efficiency and accuracy for insurance companies. We understand your heavily-regulated industry and can guide you through the implementation process to ensure our software meets your company’s compliance, performance, and security protocols.

Assembling and analyzing the appropriate data is essential to making the right business decisions and providing the best coverage for your clients. This can also be a time-consuming process. Accounting Seed eliminates much of the legwork through our account inquiry feature that lets you combine accounting data with any additional account information and our revenue recognition built-in feature. Customize your reporting and billing processes to suit the specifics of each customer, streamlining the way you manage a diverse portfolio of accounts.

Accounting Seed eliminates manual work and human errors within our organization by automating any accounting fast, thus giving us real-time results that are very efficient and productive.
Nick N.

Accountant, AAA Growers Limited

Key Features for Insurance



Easily configure or customize aspects of your financial management to accommodate individual client needs and overarching requirements.
Income Analysis

Revenue Recognition

Track income within the same system as your account data to ensure accurate financial information. Drill down to specific account details to identify issues or analyze account profitability.
Recurring Billing

Recurring Billing

Automatically generate bills for individual customers in bulk. Bill customers on a monthly, quarterly, annual, or semiannual basis.

Transform Your Business Now

Exploring options and want to see if Accounting Seed is a good fit for your organization?

Lets explore how Accounting on Salesforce can be a big win for your business. We’d love to learn more about what you’re trying to accomplish—and why.

Together, let’s see how Accounting Seed can help.

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