Policy Billing & Accounting

Blue Goose knows insurance, and we understand how unique insurance billing and accounting can be. That is why we can offer the best insurance-specific billing and accounting system in the marketplace today. Program manager, MGA, wholesaler—it does not matter. We can handle your specific needs.

On top of being a great accounting system for our very own policy administration system:

  • Blue Goose can also be your standalone policy tracking and billing, AR, AP, and GL system.
  • Blue Goose can be integrated into your current or custom policy administration system using our premier and easy-to-use API.

Our platform accommodates agency bill, carrier billing to insured, or when you bill insured. It was pragmatically designed to handle most all installment scenarios. It handles tax reporting and generates easy-to-read agent account current or broker statements with ease and efficiency. Easily adjust all your yearly treaty requirements and setup configurations.

With our secure and encrypted ACH module, paying carriers and agents has never been more straightforward. Not only do we offer this secure ACH functionality in a payables capacity, but we also provide debit capabilities to receive payments from these entities as well. And, we took it one step further and offered a secure pay portal to our agents, which allows your agents to submit payments with ease and have it update your financials in Blue Goose Books.

Blue Goose Books includes powerful financial reporting along with powerful uncanned query capability to accommodate your specific reporting needs. And now, with our new data warehouse, you can generate tailored business intelligence and analytics using robust and customizable reporting.

Now available is our data warehouse, so you can generate your very own business intelligence needs using your reporting tools, like Microsoft’s Power BI.

Our accounting module is the latest Microsoft server technology.  We use Microsoft’s new CORE (.Net) platform independent technology.  Database is managed using trusted and reliable Microsoft SQL.

Additional features include:

  • EFT/ACH Processing for carrier, agent, vendors, or finance company
  • Client ACH Pay Portal (Agent or Insured)
  • Business Intelligence/analytics
  • Direct Bill Company Statement Download
  • Document/File/Email Sweeps
  • Intelligent Reporting Filters
  • Bordereaux Reporting
  • Complete Financial Management, both Transactional and General Ledger
  • And much, much more!

Don’t forget, at Blue Goose, your needs are our needs.  We will scope out a custom data feed to meet your unique requirements.

Contact us today!

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