When policy transactions, invoices, and payments don’t align, agencies can quickly face accounting issues that affect commissions, carrier payables, and client balances. This session covers common situations that cause accounting transactions to break and demonstrates the proper workflow to correct them without creating reconciliation problems. Attendees will learn how accounting items in Momentum AMS are connected, why editing numbers after transactions exist can create larger issues, and how to safely reverse, correct, and regenerate transactions when fees, taxes, or commissions change.

Trucking agencies handle constant service requests — from new contracts and driver changes to vehicle swaps and certificate requests — which often generate a steady flow of NOCs and endorsements that can strain service teams and slow operations. In this webinar, we’ll share why these requests are so common in trucking insurance, the workflows agencies use to manage high endorsement volume, and practical tips for keeping teams organized as policy changes increase, along with how trucking-focused agencies are improving efficiency and reducing operational burden with Ascend.