Concept
& Practice
What is Trust Account Management (TA) Service?
Trust Account management is a critical function of the P&C agency overall management
TA Service is insurance premium management service offered
to independent P&C agents and brokers and general managing
agents. TA Service manages insurance premium funds received
and maintained in trust bank accounts until they are disbursed
to insurance carriers and other legal owners, such as: agency
operating account, premium finance companies or insureds.
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