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Vitruvio

Vitruvio handles bookkeeping, commissions reconciliation, and trust accounting for insurance agencies.

New York, NY, United States

Official website

Machine-readable JSON profile

Categories

  • Financial reporting (primary)
  • Accounting & Tax
  • Accounting software

Services

  • Agency bill accounting — The full agency bill flow — premium in, commissions and fees out, carrier remittances tracked across payment providers and premium financing parties — reconciled end to end.
  • Bookkeeping and financial operations for insurance agencies
  • Carrier statement processing — Carrier statements collected, processed, and reconciled across agency management systems including Applied Epic, AMS360, EZLynx, and HawkSoft.
  • Commission reconciliation — Direct bill receipts logged, commission statements gathered, and everything reconciled against your policies — a clean, up-to-date policy ledger with accurate commission splits and zero revenue leakage.
  • Monthly close — A timely, consistent monthly close built on ongoing work throughout the month, so you always know where the agency stands.
  • Operating accounting — Day-to-day management of your accounting software (QuickBooks) or integrated accounting unit (Applied Epic, AMS360), recording and tagging credits and debits, with variances and margin opportunities flagged.
  • Producer payouts — Producer payout calculations grounded in reconciled commissions, with transparent reporting producers can trust.
  • Trust accounting — Fiduciary and trust account management that keeps premium funds correctly classified and compliant.
  • Vitruvio — Vitruvio is a people-first, technology-supported bookkeeping and financial operations firm built exclusively for the insurance industry. Backed by DESCOvery, the D. E. Shaw group's venture studio, Vitruvio serves retail agencies, MGAs, and agency networks across the United States with commission reconciliation, trust accounting, monthly close, and financial reporting delivered by a U.S.-based team of insurance finance specialists.

Service areas

  • New York, NY, United States

Public contacts

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  • Online support — Detected from public website navigation or discovery metadata.

Directory status

Registry verification: Not Registry Verified

Directory score: 100

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