Insurance Accounting

C. M. Temple & Associates specializes in insurance agency accounting for agencies using TAMOnline and HawkSoft.  Our insurance agency accounting staff have worked in the insurance industry for several years and have a solid understanding of accounting practices, as well as the nuances and intricacies of insurance accounting.


We can handle the following for your agency:

  • Vendor payables
  • Recording of deposits (operating and trust)
  • Agency bill reconciliations
  • Direct bill invoicing/import/reconciliations
  • Trust account reconciliations
  • Reporting
  • Clean-up
  • CSR audits
  • Accounting workflow audits
  • Month-end/year-end
  • Employee training
  • Other services, as requested


Please feel free to contact us regarding packages and pricing options available.  We can handle accounting for agencies of all sizes!  We provide a discount for all IIABA members (national and/or state association members).