Quoting software built for insurance companies

Work smarter, not harder with Xero’s intuitive quoting software. You can handle your financial admin whenever it works for you and your insurance company.

Two people discussing Xero quoting software for their insurance company.

Industry-specific solutions

Xero adapts to the needs of your industry with customisable reports and tools, including third party apps.

User-friendly design

View your financial position on a clean, easy-to-use interface. Get up to speed with the software quickly.

Compliance and tax support

Tax time is less stressful with a system that’s easy for your whole team to use.

Customisable dashboard

Choose specific areas you want to monitor and track how they are performing.

Why Xero makes sense for insurance companies

With Xero’s insurance quoting software, you can create online quotes and estimates, let customers click to accept a quote, and convert quotes into invoices.

Learn more about Xero’s software for other industries
A business owner for an insurance company talking to their clients in a video call.

Insurance company accounting software

Accounting software built for insurance companies.

Small business accounting software

Learn more about how Xero accounting software works for your small business.

Xero for other industries

Find out more about how Xero works for different business types.

Apps that work with your insurance company

The Xero App Store has hundreds of apps to help you run your insurance company with Xero’s quoting software.

  • Included
    Choose the apps that work for you
  • Included
    Smooth integration with Xero quoting software
  • Included
    Work smarter and do more with apps
Explore the Xero App Store
Find apps that work for you and your insurance company

FAQs about Xero in New Zealand

New Zealand’s financial year ends on 31 March. After this, businesses need to submit an end of year tax return to Inland Revenue. The deadline is 7 July if you're filing yourself, or 31 March the following year if you're registered with a tax agent.

New Zealand’s financial year ends on 31 March. After this, businesses need to submit an end of year tax return to Inland Revenue. The deadline is 7 July if you're filing yourself, or 31 March the following year if you're registered with a tax agent.

Yes, you can connect your Xero account with the IRD (Inland Revenue Department) to more easily prepare and submit your returns, so you never miss a deadline.

Find out more from the IRD on running a business.

Yes, you can connect your Xero account with the IRD (Inland Revenue Department) to more easily prepare and submit your returns, so you never miss a deadline.

Find out more from the IRD on running a business.

Yes, Xero complies fully with payday filing. Your payroll administrator only needs to connect to the IRD once, and then employee pay details are filed with the IRD each pay run.

Yes, Xero complies fully with payday filing. Your payroll administrator only needs to connect to the IRD once, and then employee pay details are filed with the IRD each pay run.

The best accounting software depends on your needs. Xero’s accounting software has flexible plans so you can adjust your subscriptions to access the features you need as your business grows.

Check out Xero’s pricing plans.

The best accounting software depends on your needs. Xero’s accounting software has flexible plans so you can adjust your subscriptions to access the features you need as your business grows.

Check out Xero’s pricing plans.

Yes, the Xero App Store has hundreds of apps to help manage your business, including apps specifically designed for your industry and for doing business in New Zealand.

Check out the Xero App Store.

Yes, the Xero App Store has hundreds of apps to help manage your business, including apps specifically designed for your industry and for doing business in New Zealand.

Check out the Xero App Store.

At the end of the financial year, it’s important to make sure your books are up to date. Start with reconciling all bank accounts and ensuring transactions are up to date. Review bills and invoices and chase any outstanding payments. If you hold inventory, conduct a stocktake. Run profit and loss statements and balance sheets to ensure everything is up to date. Finally, prepare and lodge your income tax by the deadline.

At the end of the financial year, it’s important to make sure your books are up to date. Start with reconciling all bank accounts and ensuring transactions are up to date. Review bills and invoices and chase any outstanding payments. If you hold inventory, conduct a stocktake. Run profit and loss statements and balance sheets to ensure everything is up to date. Finally, prepare and lodge your income tax by the deadline.

There’s no real difference between the financial year and tax year. Generally, they mean the same thing for most businesses in New Zealand – both refer to the 12 month period you use for your business accounting and tax. For most businesses, this runs from 1 April to 31 March.

There’s no real difference between the financial year and tax year. Generally, they mean the same thing for most businesses in New Zealand – both refer to the 12 month period you use for your business accounting and tax. For most businesses, this runs from 1 April to 31 March.

Plans to suit your business

All pricing plans cover the accounting essentials, with room to grow.

Ignite

Usually $35

Now $7

NZD per month

Save $84 over 3 months

Accounting basics for businesses starting out.

Grow

Usually $83

Now $16.60

NZD per month

Save $199.20 over 3 months

Accounting tools for the self-employed and growing businesses.

Comprehensive

Usually $110

Now $22

NZD per month

Save $264 over 3 months

Streamlined accounting and payroll for businesses with employees.

Ultimate

Usually $125

Now $25

NZD per month

Save $300 over 3 months

Accounting, payroll and forecasting tools to help businesses scale for future growth.

Get one month free

Purchase any Xero plan, and we will give you the first month free.

Discover Xero’s software for your insurance company

Run your accounting online with Xero. Our beautiful cloud-based software is designed for your small business.