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Accounting for you as
Insurance Agent

Discover a new dimension in accounting with Seewara, customised for you as a Insurance Agent with mandatory accounting – without do-it-yourself software and without sole dependence on artificial intelligence.

The good news for you

As a freelancer without a business, you are exempt from the obligation to keep double-entry accounts under the Income Tax Act (EStG), regardless of turnover and profit. The principle of so-called simple bookkeeping applies to you.

Seewara is the best choice for you to have your bookkeeping done by professionals. Find out more about your field of activity and industry here.

Basic knowledge
Insurance Agent
Occupational groups

What you should know

Simple bookkeeping for businesses and the self-employed

Do you understand your accounting requirements? With Seewara, we offer a simple, transparent solution for businesses and the self-employed who want to keep track of their finances.

Who counts as a commercial enterprise?
Commercial enterprises include all companies that do not fall under the category of freelancers according to §18 EStG. This includes, for example, all commercial activities that are not exempt from the accounting obligation by law. Typical commercial enterprises are, for example, trading companies, craft businesses or limited liability companies (e.g. GmbH) that are either voluntarily or legally entered in the commercial register.

Limits for simple bookkeeping
Certain limits apply to commercial enterprises that are not required to keep accounts:

  • Turnover limit: 800,000 euros
  • Profit limit: 80,000 euros
    If your business does not exceed these limits, you can use the simplified income statement (EÜR) instead of complex double-entry bookkeeping.

Self-employed persons according to Section 18 EStG
Self-employed persons who work in one of the catalogue professions are also affected by special regulations. The catalogue professions include, among others:

  • Artistic activities
  • Scientific activities
  • Teaching and writing activities
  • Educational activities
    These professions are mentioned in the exhaustive list of §18 EStG and are considered to be self-employed regardless of the level of income.

Less bureaucracy, more freedom
Whether you are a tradesperson or self-employed – with our simple accounting solution, you can keep track of everything and save yourself unnecessary bureaucracy. Get in touch with us to customise your bookkeeping to your needs!

What do you actually do as a Insurance Agent?

An insurance agent is a professional who sells insurance products and advises customers. The main tasks and responsibilities of an insurance agent include:

  1. Customer service: Insurance agents analyse the needs of their customers and advise them on the appropriate insurance products that best meet their requirements.
  2. Selling insurance: They sell various types of insurance, such as life insurance, health insurance, car insurance, home insurance, and commercial insurance.
  3. Creating offers: Insurance agents create customised insurance offers based on their clients’ needs and budget.
  4. Contract conclusion: They help customers to fill out the necessary documents and conclude the insurance contract, including clarification of conditions and clauses.
  5. Customer care: After the contract has been concluded, insurance agents continue to support their customers by answering questions, making changes to policies and providing support in the event of claims.
  6. Market analysis: They keep up to date with current trends in the insurance market, new products and legal changes so that they can provide their customers with the best possible advice.
  7. Acquiring new customers: Insurance agents are often active in acquiring new customers, whether through networking, referrals, events or other marketing strategies.
  8. Claims management: In the event of a claim, they help their customers to report the damage and to understand and follow the claims settlement process.
  9. Continuing education: Insurance agents regularly take part in training and professional development to expand their knowledge of insurance products and services and improve their skills.

Overall, an insurance agent plays an important role in helping people and businesses protect themselves against risks by offering them suitable insurance products and building a trusting relationship with them.

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Easy payment by direct debit. Can be customised monthly.

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Do you have any questions or suggestions?

We are here for you every day from 6 a.m. to 10 p.m. – via WhatsApp or write an e-mail, or feel free to call us.

For better readability, we use the generic masculine.
The personal designations used throughout our range of products and services refer to all genders unless otherwise indicated.
For better readability, we use the generic masculine. The personal designations used throughout our range of products and services refer to all genders unless otherwise indicated.