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This article first appeared HERE Commissions—the lifeblood of an insurance agency and the single most frustrating thing to track. You know the money is somewhere, but is it in your bank account? Is it still lost in an outdated carrier portal? Was it...
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Well, That Escalated Quickly: Lessons from Bench’s Fall by Crystal Temple (This article by Crystal Temple first appeared HERE) The sudden closure of...
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Ready to Create a Budget?!? by Crystal Temple (This article is courtesy of The Pemberly Group, and first appeared HERE) As the year winds down, it’s...
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It’s All Connected – Success Has A Blueprint by Crystal Temple This weekend, I am going to spend time with those that share the same hobby as me:...
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Enforcing Financial Integrity – The Importance of Separation of Duties by Crystal Temple Financial management is difficult enough in the business...
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On No!…The B-Word: Why Budgeting Is NOT A Four-Letter Word by Crystal Temple The end of the year is near. You’ve done your employee reviews, you’ve...
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A/R, A/P, Oh My! by Crystal Temple You have started preparing for year-end. You’ve been reading our weekly articles, and performance reviews are done...
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Unleashing Growth: The 🎨 Art 🖼️ of Conducting Year-End Reviews by Crystal Temple A few weeks ago, we posted a year-end checklist that included...
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🎶 It’s The Most Wonderful Time of the Year 🎶 – Finishing 2023 Strong To Make 2024 Super! by Crystal Temple It’s the most wonderful time of the...
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Mastering the Art of Balance ⚖️ – Understanding An Agency’s Balance Sheet by Crystal Temple In a previous article, we discussed the structure and...
