Insurance Broking & MGA

How to record MGA inspection fees

Billing a client for site inspections or engineering surveys conducted during the underwriting phase.

Account NameTypeDebit ($)Credit ($)
Accounts Receivable - ClientDebit750.00-
Inspection Fee RevenueCredit-750.00

💡 Accountant's Note

MGAs often charge separate fees for risk assessment services that are independent of the policy premium.

Practitioner & Systems Framework

💻 ERP Architecture

Map to a non-premium revenue code in the billing module.

⚠️ Audit Flags

Fees charged without corresponding inspection reports on file.

📄 Required Documentation

Inspection report and itemized invoice to the client.

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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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