6 min read
Broker Brett’s Reluctant Report on AI
Broker Brett’s Reluctant Report on AI by Brett Fulmer This is a report from a reluctant AI wave surfer. I did my best to ignore or just let the AI...
Agents & Brokers
2 min read
Empowering Agencies with Big Tech: AgencyBloc’s Innovation in Insurance (Profiles in Risk E557)
Empowering Agencies with Big Tech: AgencyBloc’s Innovation in Insurance (Profiles in Risk E557) by Nicholas Lamparelli In this episode of Profiles in...
2 min read
Agents & Brokers, Are Your Non-Competes KO’D???
Agents & Brokers, Are Your Non-Competes KO’D??? by Nicholas Lamparelli FTC Bans Most Non-Compete Clauses!!! Here’s what you need to know: The Big...
2 min read
The Madonna of Insurance – Margo/Margeaux Giles, CEO of Irys Cloud (AoB S1E7)
The Madonna of Insurance – Margo/Margeaux Giles, CEO of Irys Cloud (AoB S1E7) by Nicholas Lamparelli Margeaux (notice the two spellings) is a native...
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...
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
On No!…The B-Word: Why Budgeting Is NOT A Four-Letter Word
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...
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...