Linchpin provides bookkeeping and accounting services built specifically for independent insurance agencies. The service covers the financial workflows that require insurance-specific knowledge: premium trust account management, carrier payable reconciliation, producer commission tracking, and direct reconciliation against the agency's management system data.
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Linchpin has appointed veteran insurance technology leader Roy Caswell as CTO. With decades of experience inside agencies and MSPs, Roy will lead Linchpin's IT strategy, cybersecurity, cloud initiatives, and automation efforts to help insurance agencies and brokerages scale securely and efficiently.
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