Earlier in the year, I wrote a post on some of the top insurance agency reporting methods underutilized by agencies. With so many to share, we’re on to part two. In this post, I’ll outline three [...]
Insurance agency accounting can be fraught with small mistakes that lead to huge headaches. With so many moving pieces in an agency, it can be difficult to keep track of the multiple pieces that [...]
A recent report showed 24% of respondents didn’t know where to focus their insurance marketing efforts. Discover six insurance marketing resources to help your agency build its brand and gain business.
Integrated insurance agency accounting is the bacon of your business. Yes, this is a bold statement. But, hear us out: both are great on their own – and serve as a staple in your agency (or [...]
Most well-run independent insurance agencies eventually fall into the “routine trap.” This is the phenomenon of sticking to established systems and processes, experiencing some success – but [...]
Insurance agency accounting may not be at the top of your mind. But it’s still taking up your time –40% of small business owners in 2015 spent 80+ hours a year managing accounting tasks. Is [...]
Keeping track of income and expenditures is the most important aspect of any business, and insurance agencies are no exception. Yet, so many agency owners don’t pay attention to their accounting [...]
If you’re tracking your agency’s premiums and commissions by Excel STOP right now! Back away slowly from your computer…you don’t need to do this! Using Excel to track your commissions is like [...]