BUILT FOR INSURANCE AGENCIES

People-first accounting,
for Insurance Agencies

Vitruvio is a team of industry veterans who understand the day-to-day reality of running an agency. We support your bookkeeping and accounting needs, keep your numbers accurate, and turn your financials into clear insights, so you can focus on what matters.

Book A Call See How It Works

Book your free consultaion

A quick conversation to see if we’re the right fit.
No pressure. Just clarity.

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Prefer Email?

contact@myvitruvio.com

No hidden integration fees

Quick and simple onboarding

Built exclusively for insurance

Decades of direct industry experience

Work with all AMS platforms

Real, human support – no AI chatbot

Cheaper than doing it in-house

No hidden integration fees

Quick and simple onboarding

Built exclusively for insurance

Decades of direct industry experience

Work with all AMS platforms

Real, human support – no AI chatbot

Cheaper than doing it in-house

THE PROBLEM

Insurance Agency accounting is frustrating, and too often, it’s just plain messy

When your books aren’t clean, it becomes hard to trust what you are seeing. You don’t know if the cash in your account is truly available, and without clear financials, it’s difficult to understand the real state of your agency, let alone make smart decisions with confidence.

On top of that, bookkeeping is repetitive, time-consuming work. It’s the kind of task that’s easy to push off when things get busy, until suddenly you’re weeks (or months) behind and stuck playing catch-up.

What we do

What we take off your plate

Agency Bill Accounting

A major headache for Agency Bill-heavy agencies. Premium flowing in, commissions and fees taken out, carrier remittances flowing out, fragmented across payment providers and premium financing parties.

Commission Reconciliation

We log Direct Bill receipts, gather commission statements, and reconcile against your policies. A reconciled, up-to-date policy ledger ensures clean commission splits and zero revenue leakage.

Operating Accounting

We manage your accounting software (QuickBooks, etc.) or integrated accounting unit (Epic, AMS360, etc.) to record and tag credits and debits and prepare your monthly, quarterly, and annual close. We also note variances and opportunities to drive margin expansion.

Monthly Close

A timely monthly close is crucial for knowing where your agency stands and whether it’s on a sustainable path. Our ongoing work on credits and debits during the month ensures timely and consistent monthly closes.

Earlier episodes · 01 — 05

The

archive.

05 episodes · Filterable by format

Trust accounting

Apr 1, 2026

Solo

Trust accounts after Comulate: what the next 12 months will actually look like.

Crystal solo on what's coming after June 30 — the migrations she's seeing succeed, the ones blowing up in week three, and the one operational habit that separates them.

Host · Vitruvio

Crystal Temple-Frawley

Trust accounting

Apr 1, 2026

Solo

Trust accounts after Comulate: what the next 12 months will actually look like.

Crystal solo on what's coming after June 30 — the migrations she's seeing succeed, the ones blowing up in week three, and the one operational habit that separates them.

Crystal Temple-Frawley

Host · Vitruvio

Trust accounting

Apr 1, 2026

Solo

Trust accounts after Comulate: what the next 12 months will actually look like.

Crystal solo on what's coming after June 30 — the migrations she's seeing succeed, the ones blowing up in week three, and the one operational habit that separates them.

Crystal Temple-Frawley

Host · Vitruvio

Trust accounting

Apr 1, 2026

Solo

Trust accounts after Comulate: what the next 12 months will actually look like.

Crystal solo on what's coming after June 30 — the migrations she's seeing succeed, the ones blowing up in week three, and the one operational habit that separates them.

Crystal Temple-Frawley

Host · Vitruvio

Trust accounting

Apr 1, 2026

Solo

Trust accounts after Comulate: what the next 12 months will actually look like.

Crystal solo on what's coming after June 30 — the migrations she's seeing succeed, the ones blowing up in week three, and the one operational habit that separates them.

Crystal Temple-Frawley

Host · Vitruvio

Trust accounting

Apr 1, 2026

Solo

Trust accounts after Comulate: what the next 12 months will actually look like.

Crystal solo on what's coming after June 30 — the migrations she's seeing succeed, the ones blowing up in week three, and the one operational habit that separates them.

Crystal Temple-Frawley

Host · Vitruvio

The difference

Why agencies choose to work with us

We built Vitruvio because we believe agency accounting shouldn’t feel like a mystery, a scramble, or a recurring pain point. It should be the baseline: clean, reliable, and actionable.

We deliver specialized agency expertise, a strong point of view on best practices, and a consistent process built for accuracy and speed, all tailored to your preferences while upgrading your accounting to an industry-leading standard.

"They stop dreading month-end close, that's how they describe working with us."

Crystal Temple-Frawley

Co-Founder & head of operations

WHO WE SERVE

We work with
agencies of all sizes

At Vitruvio, we do books end-to-end for smaller and medium-sized agencies, and support larger agencies with specific pieces of their bookkeeping process.

Most of our clients fall into three main buckets. If any of these sound like you, we’d love to get on a call and explore how we might best support your agency.

Agency owners or principals who are tired of doing the books and would rather spend time on bringing in new business

Those who previously worked with bookkeepers who didn't understand insurance, leading to confusion and unnecessary friction

Agencies that have grown to the point that their old ways of bookkeeping no longer support their scale

our Process

How it

actually works

We start with an exploratory call where we learn about your agency and your existing pain points. We then share a proposal for how we can support and at what price. Two weeks before go-live, we kick off onboarding, where we build a plan tailored to your agency and collect the information we need from you. We then go live and take the agreed work off your plate.

DAY 0 • 20 MIN

Start with a call

You tell us your pain points. We tell you how we can support. No preparation needed, purely informational.

WEEK 1-2

Proposal & follow-up

Based on our initial conversation, we propose an engagement and pricing.

T-2 weeks

Onboarding

We map your service delivery, collect credentials, and prepare for work hand-off.

ONGOING

Go-live

Work is handed over to Vitruvio and managed on an ongoing basis.

Clear Answers, No Surprises

Our offering

at a glance

Five questions we get on every first call.

Is this a service or a software platform?

We’re a team of real, human bookkeepers and accountants, not a DIY platform. We handle your books end-to-end or just the parts you’re tired of managing. You get clean reporting and insights tailored to your agency.

How hard is it to get started?

Simple and fast. We offer a streamlined onboarding process, no initiation or integration fees, and clean-up of old accounts as needed.

How much does it cost?

We offer competitive rates that are cheaper than doing it in-house. We base our pricing on the volume of commissions and transactions you process, and the complexity of your bookkeeping preferences.

Will this work with the systems I already use?

Yes. We support all agency management systems (AMS), accounting software, premium financing solutions, carrier counterparts, and vendors.

Will I get real human support, and not an AI chat bot?

Yes. You’re assigned a dedicated bookkeeping team. Premium members also get access to a Slack or Teams channel for fast, real-time support.

Ready to stop guessing?

A 20-minute call is usually enough to know if there's a fit.
No preparation needed, purely informational.

Book a Call See How It Works

People-first accounting,

for Insurance Agencies.

Services

Commission reconciliation

Trust accounting

Monthly close

Carrier statements

Company

About

News & insights

Podcast

Book a call

Contact

contact@myvitruvio.com

375 9th Ave, 10001, New York

Privacy · Terms · Security