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
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! by Crystal Temple It’s the most wonderful time of the...
3 min read
The Legal Risks of Using Generative AI by Olexandr Prokhorenko While generative AI tools offer immense benefits, they also come with legal risks....
3 min read
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...
5 min read
⬆️ Revenue > ⬇️ Expenses: Demystifying Income Statements 💡 by Crystal Temple Over the past several weeks, we have been ⛵️ sailing the seas of...
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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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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...
5 min read
Financial Cartography: the 🎨Art🎨 of ChARTing Accounts by Crystal Temple Imagine this common insurance agency scenario: your agency receives a...
5 min read
The Financial GPS for Insurance Agencies – Double Entry Accounting by Crystal Temple The advent of double entry bookkeeping is one of the most...
3 min read
Why Bookkeeping Is The Key to Business Intelligence For Insurance Agents by Crystal Temple In the first recorded book published on the subject of...