Insurance · Finance
AR/AP processes
A written guide to how an insurance business bills and collects money owed to it and pays what it owes others.
What it usually contains
- premium billing and collection steps
- commission payments to agents and brokers
- invoice approval and payment authority limits
- aging reports and past-due follow-up rules
- reinsurance and vendor settlement handling
What the assistant uses it for
Use it to answer who approves a payment, how overdue premiums are chased, and when policies are cancelled for non-payment. Also covers month-end reconciliation and commission payout timing.
How it is versioned
A document of this type has exactly one current version at a time. Upload a revision and it becomes the version that counts — the one before it is kept and dated, but is no longer what your assistant answers from. Nothing is ever deleted, so you can always show what this document said on a given date.
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