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Agents & Brokers (2)

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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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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