Insurance Agency Accounting & Bookkeeping

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Melanie Musson

Published Insurance Expert

Melanie Musson is the fourth generation in her family to work in the insurance industry. She grew up with insurance talk as part of her everyday conversation and has studied to gain an in-depth knowledge of state-specific insurance laws and dynamics as well as a broad understanding of how insurance fits into every person’s life, from budgets to coverage levels. Through her years working in th...

Published Insurance Expert

Michael Vereecke

Commercial Lines Coverage Specialist

Michael Vereecke is the president of Customers First Insurance Group. He has been a licensed insurance agent for over 13 years. He also carries a Commercial Lines Coverage Specialist (CLCS) Designation, providing him the expertise to spot holes in businesses’ coverage. Since 2009, he has worked with many insurance providers, giving him unique insight into the insurance market, differences in ...

Commercial Lines Coverage Specialist

UPDATED: Apr 27, 2015

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Insurance Agency Accounting & Bookkeeping Details
Phone Number: (860) 614-7268
Website: Link
Resources:

Brenda DiCarlo is an Accounting Professional with more than 20 years experience in accounting, budgeting and financial reporting for independent insurance agencies. She has a proven track record of improving efficiency in agency bookkeeping and implementing technology initiatives throughout her career.

Brenda formed Insurance Agency Accounting and Bookkeeping (IAAB) in 2007. Performing agency accounting functions for many years, she witnessed technology change the field. Brenda realized that many agencies no longer need a full-time employee dedicated to bookkeeping. She also saw smaller agency owners struggle to do the work themselves or draft a CSR to handle these duties, often leading to less than desired results, eventual costs to repair, and loss of productive sales/service time. As premiums and commissions for agencies were squeezed, she recognized a unique opportunity to provide professional expertise for just the right amount of time and level of service needed.