Why Bookkeeping Is The Key to Business Intelligence For Insurance Agents

In the first recorded book published on the subject of accounting (Summa de Arithmetica, 1494) Luca Pacioli quotes the following:  “Three things are needed by anyone who wishes to carry on business carefully:  Cash and/or credit A good accountant Proper internal control” It is as true today as it was in 1494. A business owner’s … Read more

Transforming Insurance’s Appeal to Young Professionals – Evolving the Narrative (Part 3 of 3)

Meet them where they are… (This is the 3rd in a 3 part series from Will. Part 1 can be located HERE, Part 2 can be located HERE) With the insurance sector as a whole grappling with significant recruiting challenges, there has been significant emphasis put on how companies can better communicate opportunities with potential … Read more

𝐏𝐫𝐨𝐟𝐢𝐥𝐞𝐬 𝐢𝐧 𝐑𝐢𝐬𝐤: 𝐄𝟒𝟔𝟓 – 𝐀 𝐌𝐚𝐫𝐤𝐞𝐭𝐩𝐥𝐚𝐜𝐞 𝐨𝐟 𝐈𝐧𝐬𝐮𝐫𝐚𝐧𝐜𝐞 𝐀𝐠𝐞𝐧𝐜𝐢𝐞𝐬; 𝐇𝐨𝐰 𝐓𝐨 𝐁𝐮𝐲 𝐎𝐫 𝐒𝐞𝐥𝐥 𝐘𝐨𝐮𝐫 𝐁𝐨𝐨𝐤 𝐨𝐟 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 (𝐢𝐧 𝐰𝐡𝐨𝐥𝐞 𝐨𝐫 𝐟𝐫𝐚𝐜𝐭𝐢𝐨𝐧𝐚𝐥𝐥𝐲) – 𝐂𝐚𝐤𝐞 𝐂𝐄𝐎 𝐀𝐝𝐚𝐦 𝐁𝐨𝐰𝐞

The purchase and sale of insurance agencies and brokerages has transacted for decades (with private equity aggressively participating in this in recent years). The process is complex with a lot of due diligence. In this episode, Tony chats with Adam Bowe, Founder at Cake. Cake is a transactional marketplace for independent agencies to buy and … Read more

Profiles in Risk: E464 – 𝐓𝐡𝐞 𝐀𝐫𝐭 𝐎𝐟 𝐓𝐡𝐞 𝐔𝐧𝐝𝐞𝐫𝐰𝐫𝐢𝐭𝐢𝐧𝐠 𝐖𝐨𝐫𝐤𝐛𝐞𝐧𝐜𝐡 𝐉𝐞𝐟𝐟 𝐓𝐲𝐥𝐞𝐫 & 𝐒𝐮𝐦𝐚𝐧 𝐏𝐚𝐥𝐢𝐭 𝐨𝐟 𝐈𝐧𝐬𝐮𝐫𝐚𝐧𝐜𝐞 𝐐𝐮𝐚𝐧𝐭𝐢𝐟𝐢𝐞𝐝

Creating efficiencies for underwriters is complex. No two underwriting offices function in the same way and no two underwriters process information in the same way. Building technology to create these productive efficiencies is not a technological challenge, but a design challenge. This is because there are just so many edge cases that if you simply … Read more

Transforming Insurance’s Appeal to Young Professionals – Evolving The Narrative (PART 2 of 3)

Changing how we talk about careers in risk (This is the 2nd in a 3 part series from Will. Part 1 can be located HERE) As a sector, the entire insurance ecosystem has been hit particularly hard by the war for talent. While salaries and upward mobility in insurance have remained extremely attractive, there is … Read more