Insurance Broking & MGA

How to book actuarial review fees

Recording professional fees paid to actuaries for reviewing the loss reserves or pricing of an MGA program.

Account NameTypeDebit ($)Credit ($)
Professional Fees - ActuarialExpense12,500.00-
Accounts PayableLiability-12,500.00

💡 Accountant's Note

MGAs often commission actuarial reviews to validate their loss ratios or binder pricing. This is an operating expense unrelated to the fiduciary premium flow.

Practitioner & Systems Framework

💻 ERP Architecture

Record in the General Ledger operating module under the G&A expense category.

⚠️ Audit Flags

Large professional fee payments without a corresponding actuarial report.

📄 Required Documentation

Actuarial engagement letter and the final report summary for valuation support.

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Expert Analysis by Qusai Ahmad

General Accountant Supervisor & IFRS Specialist

Specialized in SAP GUI automation and Middle Eastern tax compliance. Building digital tools for the next generation of finance leaders.

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