Planning for the future is never easy, but it can seem even more complicated when thinking about your business's future. When it comes to transitions, you need insurance agency support on all sides. One critical support area is agency accounting. The dollars and cents...
When it comes to accounting, many agency owners want to throw up their hands. From accounting software to best practices for managing your book of business, it seems the world of insurance accounting is simultaneously critical and complex. It doesn’t have to be this...
Summer is the perfect time for taking a break from the daily grind. Things slow down a bit and you’re able to get a little more space, breathe in some fresh air and start doing big thinking on how you can help your agency grow. One of the best things to do over these...
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 reporting tools that will bring you to data wizard status. Start putting...
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 make up accounting in an organization. Find out what you need to cure your ails.
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.
Learn ways to avoid insurance agency accounting mistakes and how to fix the inevitable errors when they happen.
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 kitchen, respectively). Starting to see the similarities? Look at it this way:...
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 missing out on growth. Other names for this condition are the “that’s the way...
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 your agency accounting giving you a migraine or at least a mild headache?...