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BOOKKEEPING & OPERATIONS FOR INSURANCE PRODUCERS

You didn't get licensed to become your own bookkeeper.

Most solo producers are exceptional at the things that actually pay: writing business, protecting families, growing their book. What nobody trains you for is the back office behind it - reconciling commission statements that every carrier formats differently, catching a chargeback before it blindsides you in a good month, knowing what your persistency is actually doing to next year's renewal income.

That's not a character flaw. It's what happens when you're busy building a practice. That's the part I fix.

I've spent over a decade inside financial services and insurance operations: tracking carrier appointments, state licensing, and renewal deadlines for producers before I ever called myself a bookkeeper. I'm not guessing at what your back office looks like. I've built it before, from the inside.

Paige Miles, bookkeeper and systems consultant for insurance producers, Dallas TX

Paige Miles

Texas-Licensed Insurance Producer 

AIPB® Member · Intuit Client Advisory Services · QuickBooks Online ProAdvisor ·

CAPM® · monday.com Certified 

SOUND FAMILIAR?

Commission statements pile up until tax season.
Chargebacks show up as a mystery instead of a line item.

If someone asked what your persistency was doing to next year's renewal income, you'd be guessing, not answering. You need to know what came in, what got clawed back, and what your CPA needs. Not eventually. Every month.

The work doesn't disappear. It just stops falling on you.

WHAT I DO

Two services. Built for how your practice actually runs.

Bookkeeping Gold

Bookkeeping

Monthly commission reconciliation across every carrier appointment, chargeback tracking, and structured reporting: the foundation everything else is built on.

From $300/month

Visibility Sprint Gold

Visibility Sprint

A monday.com build for case tracking, license renewals, and referral/COI follow-up  - all documented so it runs without me in the room.

From $1200



My Services
Schedule your Discovery Call

WHY PAIGE?

I'm not an outsider building systems for producers.

I spent years working alongside captive producers where I helped apply for and maintain multiple carrier appointments; the same type of appointments that drive how I price and scope every bookkeeping engagement. I know what a commission statement looks like from both sides of that relationship.

Four years of my career were spent as a licensing specialist for a national carrier, working directly with agents - tracking and submitting license renewals (across 42 states), monitoring state-required continuing education credits, and untangling exactly the kind of deadline that quietly becomes a crisis when nobody's watching it. I know what can fall through the cracks because I used to be the one making sure it didn't

I hold an active Texas insurance license myself. I'm not translating your world from the outside - I live inside it.

READY TO FIX THE BACK-END?

Let's talk about your Practice.

30 minutes. I'll read your intake form before we talk, so our time together is spent solving problems, not recapping them.

Schedule your Discovery Call

The small things compound.