WaterStreet Document Management for P&C Insurance Carriers

  • Flexible Billing Methods

    Invoicing and flexible billing methods including Account Bill, Direct Bill, Agency Bill

  • Onsite Lockbox, Credit Card, ACH Payments

    We support various payment options as well as multiple payment plan options to handle payment processing

  • Reconciliation and Reporting

    We provide validated financial statements, Form 1099 processing, account reconciliation and other reconciliation and reporting services

  • Disbursements

    WaterStreet can run producer reporting and issue commission payouts for your agents

WaterStreet’s Unparalleled Business Value

  • Reduce Administrative Burden

    By outsourcing to WaterStreet, clients benefit from reduced audits and other back-office service fees, freeing staff to focus on high value activities

  • Streamline Producer Operations

    Integrated billing and accounting functions improve cash flow and simplify business processes

  • Increase Operational Efficiency

    By outsourcing back-office tasks to WaterStreet, you will free up your in-house resources to focus on strategic initiatives and customer service

  • Improve Accuracy

    Regular reconciliation and statement review assure timely and accurate calculations of your finances