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Agents & Brokers (2)

3 min read

The Legal Risks of Using Generative AI

The Legal Risks of Using Generative AI by Olexandr Prokhorenko While generative AI tools offer immense benefits, they also come with legal risks....

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3 min read

Making Agency Bill (ʎxǝS)…For Once!

Making Agency Bill (ʎxǝS)…For Once! by Crystal Temple Over the past several weeks, we have been throwing out accounting terms, history, and a few...

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5 min read

⬆️ Revenue > ⬇️ Expenses: Demystifying Income Statements 💡

⬆️ Revenue > ⬇️ Expenses: Demystifying Income Statements 💡 by Crystal Temple Over the past several weeks, we have been ⛵️ sailing the seas of...

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3 min read

Terms & Conditions Tuesday – More on Policy Form Edition Dates (10-24-2023)

Terms & Conditions Tuesday – More on Policy Form Edition Dates (10-24-2023) by Nicholas Lamparelli (Every Tuesday, we will discuss elements of...

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5 min read

Accounting and Insurance: A Match Made in History

Accounting and Insurance: A Match Made in History by Crystal Temple This week, we are going to change course for a minute to tie insurance and...

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5 min read

Financial Cartography: the 🎨Art🎨 of ChARTing Accounts

Financial Cartography: the 🎨Art🎨 of ChARTing Accounts by Crystal Temple Imagine this common insurance agency scenario: your agency receives a...

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5 min read

The Financial GPS for Insurance Agencies – Double Entry Accounting

The Financial GPS for Insurance Agencies – Double Entry Accounting by Crystal Temple The advent of double entry bookkeeping is one of the most...

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3 min read

Why Bookkeeping Is The Key to Business Intelligence For Insurance Agents

Why Bookkeeping Is The Key to Business Intelligence For Insurance Agents by Crystal Temple In the first recorded book published on the subject of...

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2 min read

𝐏𝐫𝐨𝐟𝐢𝐥𝐞𝐬 𝐢𝐧 𝐑𝐢𝐬𝐤: 𝐄𝟒𝟔𝟓 – 𝐀 𝐌𝐚𝐫𝐤𝐞𝐭𝐩𝐥𝐚𝐜𝐞 𝐨𝐟 𝐈𝐧𝐬𝐮𝐫𝐚𝐧𝐜𝐞 𝐀𝐠𝐞𝐧𝐜𝐢𝐞𝐬; 𝐇𝐨𝐰 𝐓𝐨 𝐁𝐮𝐲 𝐎𝐫 𝐒𝐞𝐥𝐥 𝐘𝐨𝐮𝐫 𝐁𝐨𝐨𝐤 𝐨𝐟 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 (𝐢𝐧 𝐰𝐡𝐨𝐥𝐞

𝐏𝐫𝐨𝐟𝐢𝐥𝐞𝐬 𝐢𝐧 𝐑𝐢𝐬𝐤: 𝐄𝟒𝟔𝟓 – 𝐀 𝐌𝐚𝐫𝐤𝐞𝐭𝐩𝐥𝐚𝐜𝐞 𝐨𝐟 𝐈𝐧𝐬𝐮𝐫𝐚𝐧𝐜𝐞 𝐀𝐠𝐞𝐧𝐜𝐢𝐞𝐬; 𝐇𝐨𝐰 𝐓𝐨 𝐁𝐮𝐲 𝐎𝐫 𝐒𝐞𝐥𝐥...

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2 min read

Profiles in Risk: E457 – Increasing Agency Processing Efficiency; Giri Laveti, CEO of Assuretrac

Profiles in Risk: E457 – Increasing Agency Processing Efficiency; Giri Laveti, CEO of Assuretrac by Nicholas Lamparelli So much work that is being...

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