Insurance Provider Solutions
We help insurance carriers, agents and managing general agents (MGA) streamline accounting, technology, operations and marketing.
Expansive Experience Gets Results
The Sugimoto & Associates team has extensive, hands-on insurance experience. Our team focuses on communication and accuracy to achieve timely results for our carrier, MGA and agent clients. We have supported growing and institutional insurance providers to increase profitability, manage operations, deploy technology, scale internationally, enhance specialty benefit programs, maximize recurring membership and warranty programs. Whether property and casualty, health, automotive, equestrian, or other specialty risk, our team is ready to help.
– Sugimoto & Associates Insurance Team
How We Work
- We go beyond the traditional Bookkeeping functions.
- At Sugimoto & Associates we offer a tiered approach to accounting services. Whether you need a Bookkeeper, part-time Controller, fractional CFO or something in-between, we can design a package tailored to fit your business needs and budget.
- In-house teams translate to human resources, benefits and office space costs. Focus your vital resources in revenue generating functions and let the Sugimoto & Associates expert team support your growth through our insurance focused accounting solutions. With Sugimoto & Associates you can outsource the entire process, select functions or tasks. Our team delivers the highest quality results, ongoing support, and flexible hours.
Getting Started Is Easy
01
Simply provide needed accounting documentation through email or upload to a secure file and we begin working.
Option 1. We work in your system: You provide the system login and password
Option 2. We work in our system: We provide the system login and password
02
All actual documents and checks remain in your office, all mail is routed to your office.
03
With Sugimoto & Associates communication is key. Our team works directly with your staff to achieve our agreed upon service goals, providing regular reporting and updates.
Insurance Provider Services
Insurance Provider Services
Accounting
& Finance
01. Bookkeeping
- Full Comprehensive Bookkeeping Services
- Commission Reconciliations
- Premium Receivable Reconciliations
- Claims & Premium Refunds Bank Reconciliations
02. Financial Reporting
- Financial Statement Preparation
- NAIC Blank Preparation
- Statutory & GAAP Statement Preparation
- Stat to GAAP Reconciliation
- Schedule P & F
- Quarterly NAIC/DOI Compliance
- Annual Audit SupportÂ
- Intercompany Accounting &and Reconciliation
03. Tax Preparation & Planning
- Tax Provision Calculation
- Tax Preparation SupportÂ
- Return to Provision ReconciliationÂ
- Tax Returns Preparation & Filing
04. Business Consulting
- FinCen BOI ReportingÂ
- Revenue Recognition Analysis
- Regulatory & ComplianceÂ
- Speciality Finance Support
- M&A Support
Operations
01. Claims Management Support
02. Claims Process Development
03. Regulatory Internal Controls
04. Process Development & Optimization
Marketing
01. Insurance & Recurring Revenue Marketing
02. Brand Development
03. Business Development
05. Social Media Management
06. Public Relations
07. Reputation Management
Product
Development
01. Recurring Revenue Program Development
02. Modeling & Program Implementation
03. Competitive Landscape Analysis
Getting started is easy
- We have helped countless clients reach their goals and are ready to help you.
Step 1
Decide where you would like us to work. We can work in your system of choice or ours.
Step 2
Provide accounting documents through email or upload to a secure file and we begin working. All actual documents and checks remain in your office.
Step 3
Our team works directly with your staff to achieve our agreed upon service goals, providing regular reporting and updates.
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Start Your Journey to Better Business
- Strategically located in South Florida, USA.
- info@sugimotoassociates.com
- (305) 632-2399