eCratchit:Outsourced Bookkeeping

Insurance

For most insurance agencies, sales are the key. Drive sales and everything else will fall in line. Therefore, anything that distracts from selling can affect the bottom line. In addition, many insurance agent contracts can have complicated payout structures.

CarePlus Insurance Agency, LLC

CarePlus delivers highly personalized consultation and objective expertise...helping their clients determine the best Long-Term Care protection for their specific needs and budget. CarePlus provides valuable Long-Term Care consultation/coverage to Americans typically aged 45 to 75 throughout the U.S. every day. Their management team and Long-Term Care Specialists have hundreds of years of collective experience helping Americans select the right Long-Term Care Insurance for their situation.

eCratchit Solution- CarePlus has agents and offices located across the country. They wanted to minimize their fixed infrastructure cost but still receive high quality and flexible service. eCratchit installed their online processes which allowed CarePlus the ability to access their accounting records from anywhere at any time. In addition, as they grow eCratchit can grow with them.

“eCratchit provided a turnkey solution to our bookkeeping and accounting needs. They took complete responsibility for the daily bookkeeping and helped us with the accounting and CFO functions as well; we hit the ground running with a strong financial model, budgets and proven systems. I can’t imagine having the bookkeeping done any other way. eCratchit allows me to focus on my core business.”

Herb Stern,
President, CarePlus Insurance Agency, LLC

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			Industries Served Insurance For most insurance agencies, sales are the key. Drive sales and everything else will fall in line. Therefore, anything that distracts from selling can affect the bottom line. In addition, many insurance agent contracts can have complicated payout structures. CarePlus Insurance Agency, LLC CarePlus delivers highly personalized consultation and objective expertise...helping their clients determine the best Long-Term Care protection for their specific needs and budget. CarePlus provides valuable Long-Term Care consultation/coverage to Americans typically aged 45 to 75 throughout the U.S. every day. Their management team and Long-Term Care Specialists have hundreds of years of collective experience helping Americans select the right Long-Term Care Insurance for their situation. eCratchit Solution- CarePlus has agents and offices located across the country. They wanted to minimize their fixed infrastructure cost but still receive high quality and flexible service. eCratchit installed their online processes which allowed CarePlus the ability to access their accounting records from anywhere at any time. In addition, as they grow eCratchit can grow with them. “eCratchit provided a turnkey solution to our bookkeeping and accounting needs. They took complete responsibility for the daily bookkeeping and helped us with the accounting and CFO functions as well; we hit the ground running with a strong financial model, budgets and proven systems. I can’t imagine having the bookkeeping done any other way. eCratchit allows me to focus on my core business.” Herb Stern, President, CarePlus Insurance Agency, LLC Back