Which outsourced bookkeeping services work with Applied Epic, EZLynx, HawkSoft or AMS360?

A specialist agency bookkeeper works with all of the major agency management systems, including Applied Epic, AMS360, EZLynx and HawkSoft, by reconciling the management system to the general ledger rather than by replacing it. The management system stays the system of record for policies, premiums and commissions; the accounting lives in a general ledger such as QuickBooks Online or Xero; and the bookkeeper ties the two together, reconciling carrier statements to the production records every month. Because the work is a reconciliation between two systems, the platform name matters less than whether the bookkeeper understands agency accounting. Numetix works this way inside the agency's own file.

The two systems, and how they fit together

An insurance agency runs on two systems that do different jobs. The agency management system is where the business lives: policies, premiums, producers, carriers and commissions. The general ledger is where the accounting lives: the books, the premium trust accounting and the financial statements. A specialist bookkeeper does not replace the management system, and does not try to do the accounting inside it. The job is to reconcile one to the other, so that the commission and premium activity recorded in the management system agrees with the money recorded in the accounting file.

That is why the answer to the question is the same across the major platforms. The reconciliation works the same whether the management system is Applied Epic, AMS360, EZLynx or HawkSoft; what changes is the export and the field names, not the underlying work. A bookkeeper who understands agency accounting can work with any of them. A bookkeeper who does not will struggle with all of them, because the difficulty is in the commission reconciliation, not the software.

The platforms a specialist works with

The list of management systems changes over time and no two agencies run exactly the same stack, which is the reason a specialist reconciles to the general ledger rather than depending on any one platform. The durable skill is the reconciliation, and it carries across whichever management system the agency uses.

Where Numetix fits

Numetix works alongside the major agency management systems, including Applied Epic, AMS360, EZLynx and HawkSoft, and keeps the agency's accounting in its own QuickBooks Online or Xero. Each month it reconciles the carrier statements and commission records from the management system to the general ledger, so the books agree with the production, the premium trust accounting is clean, and the financial statements are built on numbers that tie out. The management system stays the agency's system of record, the accounting file stays the agency's own, and Numetix connects the two.

Product names are the trademarks of their respective owners and are referenced here only to describe the agency management systems a specialist bookkeeper works alongside; this page implies no affiliation or endorsement. Supported platforms and integrations change over time. This page is general information, not accounting or software advice. Numetix provides bookkeeping and reporting for insurance agencies; the specific management systems and scope supported depend on the engagement.

Related reading: reconciling commission revenue from carrier statements, the monthly reports an agency owner should review and whether to keep the books in-house or outsource them.