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Bookkeeping & Accounting 
Services

Whether it’s specific parts of the accounting process you need assistance with, or the process in its entirety, we’ve got you covered. We handle all insurance agency bookkeeping needs with a staff of experienced insurance agency professionals with years of experience in Applied Epic.

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A service that works with your agency on a daily basis

Receipts / Deposits

  • Recording Direct Bill Commission Income

  • Recording Agency Bill Payments

  • Recording Other Income and/or Deposits

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reconciliation

  • Direct Bill Production Entry & Reconciliation

  • Premium Payable Review & Reconciliation

  • Bank Reconciliation

  • Producer/Broker Reconciliation

  • Government/Surplus Tax Reconciliation

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disbursements

  • Recording Expenses

  • Setup & Recording Premium Payables to Carriers & Brokers

  • Commission Payments to Brokers/Producers

additional accounting entries

  • Payroll Entries

  • Journal Entries

  • Adjustments & Review

  • Bank Transfers & Additional Bank Entries

  • Adjustments & Additional Entries as directed by you or your CPA. 

month end & financial reporting

  • Review Month End Reports

  • Month End Creation & Distribution of:

    • Income Statement

    • Balance Sheet 

    • Trial Balance

    • Account Current Report

    • Premium Payables

    • Aged Receivables

    • Producer/Broker Commission Payables

    • Balancing Reports

    • Bank Reconciliation Reports

    • Any and All Financial Reports Requested by Agency​

 

We commit to these reports being delivered by the 3rd business day of the month

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Meet The accounting Team

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Dachi Saganelidze
Director of Accounting Services

Dachi@MillikenAgencyServices.com
(603) 356-1566
Ext 330

Connecticut

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Jenny Sancho
Accounting Team Lead

Jenny@MillikenAgencyServices.com
(603) 356-1566

Ext 315
New York

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Kim Brown
Accounting Team Lead

KBrown@MillikenAgencyServices.com
(603) 356-1566
Ext 310

Pennsylvania

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Elizabeth Jazwinski
Agency Accounting Specialist

Elizabeth@MillikenAgencyServices.com
(603) 356-1566

Ext 308
Iowa

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Lynne Vuona
Agency Accounting Specialist

Lynne@MillikenAgencyServices.com
(603) 356-1566
Ext 307

Massachusetts

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Nate Baker
Agency Accounting Specialist

Nate@MillikenAgencyServices.com
(603) 356-1566
Ext 341

Michigan

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Andrew Cather
Senior Accounting Associate

Andrew@MillikenAgencyServices.com
(603) 356-1566

Ext 335
Michigan

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Blanca Jader
Agency Accounting Specialist

Blanca@MillikenAgencyServices.com
(603) 356-1566

Ext 342
Arizona

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Kartini Cheng
Agency Accounting Associate

Kartini@MillikenAgencyServices.com
(603) 356-1566

Ext 325
Arizona

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Belen Coronado
Agenc
y Accounting Associate
Belen@MillikenAgencyServices.com
(603) 356-1566
Ext 318

Pennsylvania

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Sharon Chamberland
Agenc
y Accounting Associate
Sharon@MillikenAgencyServices.com
(603) 356-1566
Ext 313

Connecticut

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Jennifer Doran
Agency Accounting Specialist
Jennifer@MillikenAgencyServices.com
(603) 356-1566
Ext 322

Arizona

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Joseph Rodriguez
Agenc
y Accounting Associate
Joseph@MillikenAgencyServices.com
(603) 356-1566
Ext 316

Arizona

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Kristi Williams
Senior Accounting Associate
Kristi@MillikenAgencyServices.com
(603) 356-1566
Ext 332

Oklahoma

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Bryan Skoczylas
Accounting Onboarding & Projects
Bryan@MillikenAgencyServices.com
(603) 356-1566
Ext 334

Connecticut

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Andrea Rushing
Agency Accounting Specialist

Andrea@MillikenAgencyServices.com
(603) 356-1566

Ext 32
6
Alabama

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Jessica Lowe
Agenc
y Accounting Associate
Jessica@MillikenAgencyServices.com
(603) 356-1566
Ext 312

South Carolina

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Miranda Skarpa
Senior Accounting Associate
Miranda@MillikenAgencyServices.com
(603) 356-1566
Ext 340

Texas

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