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...
Accounting & Bookkeeping
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...
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...
3 min read
From Ancient Rome to Your Insurance Agency: The Enduring Legacy of Fiduciary Duty
From Ancient Rome to Your Insurance Agency: The Enduring Legacy of Fiduciary Duty by Crystal Temple Accountants (and bookkeepers) fulfill several...
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:...
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...
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...
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...
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...
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...