Community Insights

 

Insurance Trends, Ideas, Analysis, & News From Insurance Nerds

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Accounting & Bookkeeping

2 min read

Commission Chaos: Why Agents Deserve a Medal (or a Drink)

This article first appeared HERE Commissions—the lifeblood of an insurance agency and the single most frustrating thing to track. You know the money...

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4 min read

Well, That Escalated Quickly: Lessons from Bench’s Fall

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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2 min read

Ready to Create a Budget?!?

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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2 min read

It’s All Connected – Success Has A Blueprint

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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3 min read

Enforcing Financial Integrity – The Importance of Separation of Duties

Enforcing Financial Integrity – The Importance of Separation of Duties by Crystal Temple Financial management is difficult enough in the business...

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3 min read

A/R, A/P, Oh My!

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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4 min read

Unleashing Growth: The 🎨 Art 🖼️ of Conducting Year-End Reviews

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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4 min read

🎶 It’s The Most Wonderful Time of the Year 🎶 – Finishing 2023 Strong To Make 2024 Super!

🎶 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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4 min read

Mastering the Art of Balance ⚖️ – Understanding An Agency’s Balance Sheet

Mastering the Art of Balance ⚖️ – Understanding An Agency’s Balance Sheet by Crystal Temple In a previous article, we discussed the structure and...

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