Vitruvio – People-first, technology supported accounting for insurance agencies

Core Capabilities
• Insurance-Specific Bookkeeping: End-to-end management of complex insurance accounting, including trust account management, carrier commission reconciliations, and producer payout calculations.
• Financial Systems Optimization: Establishing standardized, scalable financial processes and clean data architectures to support agency growth and acquisitions.
• Timely Reporting & Compliance: Eliminating delayed payroll, late reporting, and revenue tracking errors through structured, repeatable workflows.

Key Differentiators
• Exclusively Focused on Insurance: Unlike generalist outsourced accounting firms or offshore BPOs, Vitruvio’s team possesses deep domain expertise in insurance agency management systems (AMS) and trust accounting regulations.
• Scalable Partnership Model: Replaces high-turnover internal bookkeeping and inconsistent outsourced vendors with a predictable, high-accuracy operating model.
• Actionable Financial Insight: Delivers precise financial data to eliminate uncertainty, streamline leadership decisions, and enable long-term scaling.

Executive Leadership
• Crystal Temple-Frawley (Co-Founder & Head of Operations): 20+ years in insurance financial operations; former VP and Controller overseeing 53 acquisitions at NavSav; founder of a successful bookkeeping firm.
• Fabio Salim (CEO & Co-Founder): Executive leader with expertise in scaling service operations; former CEO at Semsee with leadership experience at AgentSync, CB Insights, and Wellhub.

Real experts on any platform
• Epic
• AMS360
• Hawksoft
• EZLynx