Integrations with Applied Epic, AMS360, HawkSoft, and QuickBooks

Policy Balance Hub sits alongside the agency management and accounting tools your team already uses. No rip-and-replace, no multi-month migration.

Agency Management System

Applied Epic

Policy Balance Hub plugs into your Applied Epic workflow so producers and bookkeepers can reconcile carrier statements without exporting to spreadsheets. Import your policy and producer data and let the platform match every commission line.

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Agency Management System

Vertafore AMS360

Policy Balance Hub works alongside Vertafore AMS360 so your agency can reconcile carrier statements without re-keying data. Import policy and producer information, then let the platform handle the matching.

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Agency Management System

HawkSoft

Policy Balance Hub complements HawkSoft by handling the work HawkSoft was never designed for: matching carrier commission statements against your policy book line by line, across every carrier you write.

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Accounting

QuickBooks

QuickBooks is great at general ledger accounting and terrible at matching carrier commission statements to policies. Policy Balance Hub bridges that gap: we handle the reconciliation, you keep using QuickBooks for accounting.

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Ready to stop drowning in spreadsheets?

See how Policy Balance Hub can automate premium reconciliation for your agency. Start the trial in minutes — or request a personalized walkthrough.

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