Agency fees, invoiced
Insurance invoicing software
Insurance invoicing software for the fees your agency bills clients directly. Broker fees where your state allows them, policy review and certificate work, and hourly risk consulting go out with a pay link, while premiums and commissions keep flowing through the carriers.
A short tour of the screens this page describes. It is filmed with our demo pest control company, and every trade runs on the same screens.
- From $19/month
- 14-day free trial
- Same-day US support
“We run every customer conversation through Smarfle. Texts, emails and reminders are in one place, our customers love paying with Apple Pay, and when we are busy or closed the text bot answers new leads for us.”
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Insurance agency invoice example
Fees for a commercial client's renewal season, billed apart from the carrier premium.
Invoice
IN-0342
Due in 15 days
Bill to
Coastal Roofing Supply
Attn. Dana Reyes · Sanford FL 32771
Commercial package broker fee
1
Risk review, fleet and liability
2 hrs
Certificates of insurance
6
Example with sample data
Fees the carrier does not bill
Premiums go through the carrier and commissions come back the same way. Smarfle invoices only what your agency charges the client itself, so those fees stop living in a spreadsheet.
InvoicingRisk reviews by the hour
Agents log time spent on a loss-control review or a contract check against the policy record, and invoicing it turns billable entries into lines.
Time trackingCertificate requests priced
If you charge for certificates or endorsement paperwork, give each a price. A contractor who needs six certificates for a new job sees six on the bill.
Services and pricingCommercial clients pay by bank
Enable bank transfers for business clients so their controller can pay from the invoice. A copy goes to any billing contact you add to the account.
PaymentsAgency fee invoicing software features
What it does
- Broker and service feesWhere your state allows
- Hourly risk consultingFrom logged time
- Per-certificate pricingCount sets the line
- Billing contact copiesFor the client's controller
What it doesn't do
- Commission trackingUse your agency system
- Premium billingBilled by the carrier
- Premium financingThrough a finance company
- Agency management integrationSeparate system
Insurance invoicing pricing
Fee invoicing is on every plan; a three-agent office fits on Starter, which covers five people for $99 a month.
Starter
Small teams adding tools and growth
$99/mo
- Up to 5 users (1 owner + 4 techs)
- Up to 2,000 clients
Most Popular
Professional
Growing service businesses
$199/mo
- Up to 10 users
- Up to 5,000 clients
SMS, email, AI, and voice are billed pay-as-you-go. See every plan and usage rate →
What agencies ask about fee invoices
Is there invoicing software for insurance agencies?
Can I charge a broker fee?
Does it track carrier commissions?
Can I bill risk consulting by the hour?
Can a business client pay by ACH?
Can I bill for certificates of insurance?
Can clients pay their premium through Smarfle?
Does it replace my AMS?
More insurance agency software
Invoicing for related firms
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