### Contents - [**Glossary Terms**](#resources-glossary_terms) - [**Discussions**](#resources-discussions) - [**Reports**](#resources-reports) # Insurance Agency Management Systems Resources ##### Glossary Terms, Discussions, and Reports to expand your knowledge on Insurance Agency Management Systems Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find [feature definitions](#resources-glossary_terms), [discussions](#resources-discussions) from users like you, and [reports](#resources-reports) from industry data. [ContentsExpand/Collapse Contents](#) - [**Glossary Terms**](#resources-glossary_terms) - [**Discussions**](#resources-discussions) - [**Reports**](#resources-reports) ## Insurance Agency Management Systems Glossary Terms [![Insurance Claim](https://learn.g2.com/hubfs/G2CM_GI701_Glossary_Article_Images_%5Binsurance_claim%5D_V1a.png "Insurance Claim")](https://www.g2.com/glossary/insurance-claim-definition) [Insurance Claim](https://www.g2.com/glossary/insurance-claim-definition) An insurance claim requests reimbursement for insured damages during unforeseen events. Learn more about the types, benefits, and how to process claims. by Sagar Joshi Explore our Technology Glossary Browse through dozens of terms to better understand the products you purchase and use everyday. [Find new features](https://www.g2.com/glossary) ## Insurance Agency Management Systems Discussions 0 Question on: Applied Epic [Accounting - Does your agency reconcile direct bill commission statements?](/discussions/24373-accounting-does-your-agency-reconcile-direct-bill-commission-statements) ? yes Answered: Mary Pientka on February 15, 2021 We changed to recording direct bill rather than reconciling about two years ago. It has been much more efficient for our accounting department. We have set up reports to catch any policies that don't make our statements as our check and balance. Answered: Julie Jennings on March 3, 2020 We used to; but changed over 10 years ago to recording direct bill only. We found that the carriers make very few mistakes on commission payments. Less than our staff does when invoicing direct bill. We run a direct bill transaction report after a statement is entered to make sure the statement balances to the transactions entered. Answered: Lori Merriman on March 3, 2020 We do. Feel free to reach out if you have questions. ashleyp@fourniersolutions.com Answered: Ashley Pullen on May 28, 2020 [See more answers (3)](javascript:void(0);) [Your answer](/discussions/24373-accounting-does-your-agency-reconcile-direct-bill-commission-statements/comments/new?remote=true) 0 Question on: Applied Epic [Is there a way to add taxes and fees so that it carries over into the invoicing section?](/discussions/is-there-a-way-to-add-taxes-and-fees-so-that-it-carries-over-into-the-invoicing-section) ? Taxes and fees are processed as transactions to a policy. You can add custom transactions in Configure\>Accounting\>Transaction Codes. Answered: Lori Merriman on November 15, 2019 You can't set a standard fee/ tax that will always carry over into an invoice if that is what you are looking for. In our system we have CTAX - Company Tax and CFEE - Company Fee that are transaction codes that we add to the transaction for those items. Answered: Samantha Smith on January 9, 2020 It is an invoice line item as any separate charge. However, if you are referring to surplus lines tax that the AGENCY is responsible for collecting, filing and paying, you can set it up as a government tax in configuration, which is usually a percentage of the premiums and fees and then you assign the tax to the premiums and fees. Answered: Lori Merriman on January 9, 2020 [See more answers (2)](javascript:void(0);) [Your answer](/discussions/is-there-a-way-to-add-taxes-and-fees-so-that-it-carries-over-into-the-invoicing-section/comments/new?remote=true) 0 Question on: Partner Platform [Is there a data conversion?](/discussions/is-there-a-data-conversion) Yes, Partner XE can convert data from other competitor systems in the insurance industry. Answered: Jeff Gandee on October 13, 2021 Partner Platform has the most comprehensive data conversions available in the industry, having successfully managed over 500 transitions from every major agency management system. Answered: Adam Rapp on October 17, 2019 [See more answers (1)](javascript:void(0);) [Your answer](/discussions/is-there-a-data-conversion/comments/new?remote=true) - [‹ Prev‹ Prev](/categories/insurance-agency-management-systems/resources?discussions_page=2) - [1](/categories/insurance-agency-management-systems/resources) - [2](/categories/insurance-agency-management-systems/resources?discussions_page=2) - 3 - [4](/categories/insurance-agency-management-systems/resources?discussions_page=4) - [5](/categories/insurance-agency-management-systems/resources?discussions_page=5) - [6](/categories/insurance-agency-management-systems/resources?discussions_page=6) - [7](/categories/insurance-agency-management-systems/resources?discussions_page=7) - … - [11](/categories/insurance-agency-management-systems/resources?discussions_page=11) - [12](/categories/insurance-agency-management-systems/resources?discussions_page=12) - [Next ›Next ›](/categories/insurance-agency-management-systems/resources?discussions_page=4) ## Insurance Agency Management Systems Reports Momentum Grid® Report for Insurance Agency Management Systems Summer 2026 G2 Report: Momentum Grid® Report Mid-Market Grid® Report for Insurance Agency Management Systems Summer 2026 G2 Report: Grid® Report Small-Business Grid® Report for Insurance Agency Management Systems Summer 2026 G2 Report: Grid® Report Grid® Report for Insurance Agency Management Systems Summer 2026 G2 Report: Grid® Report Grid® Report for Insurance Agency Management Systems Spring 2026 G2 Report: Grid® Report Small-Business Grid® Report for Insurance Agency Management Systems Spring 2026 G2 Report: Grid® Report Momentum Grid® Report for Insurance Agency Management Systems Spring 2026 G2 Report: Momentum Grid® Report Mid-Market Grid® Report for Insurance Agency Management Systems Spring 2026 G2 Report: Grid® Report Grid® Report for Insurance Agency Management Systems Winter 2026 G2 Report: Grid® Report Mid-Market Grid® Report for Insurance Agency Management Systems Winter 2026 G2 Report: Grid® Report