Explore Our Services
At Saga Services, we provide comprehensive accounting solutions designed exclusively for insurance agencies. Our services are built to improve financial accuracy, streamline operations, and give agency owners greater visibility into their business. By combining industry expertise with a client-focused approach, we become a trusted extension of your team—delivering the financial support you need to grow with confidence.
What We Offer
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We will post all cash receipts (ACH, Check) daily and apply funds to the appropriate accounts
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We will retrieve direct bill commission statements on your behalf, reconcile them in the system and fix any associated policy discrepancies
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We will record all vendor payments in your management system and issue the payments
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We will reconcile your bank account monthly and address any irregularities
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We will record all disbursements and as well as any journal entries required
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Applied EPIC, Applied TAM, EZ Lynx, AMS 360, Quickbooks
Our Process
Independence
Our goal is to support your operations while minimizing the demands on your team. We proactively gather the necessary documentation and information, manage the process independently, and deliver high-quality results with minimal involvement required from your staff.
Accuracy
Accuracy is at the core of everything we do. Our experienced team delivers precise, reliable financial records, ensuring your business has the confidence to make informed decisions and maintain compliance.
Timeliness
Timeliness is essential in financial management. We deliver accurate data, meet critical deadlines, and keep your books up to date so you always have the information you need, when you need it.
Support
We are committed to supporting your business beyond the scope of a single task by sharing practical insights, industry best practices, and operational guidance whenever we can add value. Our knowledge and experience come at no additional cost—because we believe our clients deserve a trusted partner, not just a service provider.