Bookkeeping
What bookkeeping services does jmr Insurance Services provide?
We utilize QuickBooks and Quicken to organize financial information. We review bank statements, enter all the information for the month into the accounting software, reconcile the bank statements, reconcile any discrepancies between company records and the bank statements, and classify income and expenses properly.
Where does jmr Insurance Services perform its services?
Usually we conduct business in our offices, but we are available for outside consultations, meetings, and conferences as well.
California Surplus Lines Filings (CSLF)
What CSLF services does jmr Insurance Services provide?
Confidential Report of Surplus Lines Placement
Diligent Search Report
Ensure that the proper documentation is attached (Binder or copy of the DEC page)
Spreadsheet to the Surplus Lines Association outlining all the filings attached
Cover letter to the Surplus Lines Association
Applied System (TAM) - Insurance Operating System
What Applied System (TAM) services does jmr Insurance Services provide?
We have been using Applied System (TAM) since 1996. We can assist and/or teach the accounting functions in Applied System (TAM).
