MDS Accounting Get the free guide
For independent insurance agencies

Are your carriers paying you everything you earned?

Wrong rates, duplicate chargebacks, missing renewals and missed bonus thresholds quietly cost agencies money every month. This free guide shows you how to catch them.

  • The six commission errors that show up most often
  • A 10-step monthly reconciliation you can do in a few hours
  • A tracking template you can build in Excel or Google Sheets
  • How to track carrier bonus thresholds before year-end

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What's inside

A practical, plain-language guide written for agency owners and office managers, not accountants.

Find the errors

Rate errors, chargeback mistakes, missing renewals, mid-term changes, split errors and missed bonuses, plus how to spot each one.

A monthly routine

Tie statements to deposits, match line by line, review every chargeback, and follow up with carriers in writing.

Track bonuses

Know where you stand on every carrier's premium, growth and loss-ratio thresholds before the year closes.

About the author

Maurice Sullivan, MBA spent 15 years in the insurance industry working with carrier compensation plans before founding MDS Management and Accounting Services in Avondale, Arizona.

MDS provides bookkeeping, tax preparation, and monthly commission reconciliation and bonus tracking for independent agencies, at flat monthly fees.

Rather just talk it through?

Book a free 20-minute call about how your agency handles commissions today.

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