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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...
Agents & Brokers (3)
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Financial Cartography: the ๐จArt๐จ of ChARTing Accounts
Financial Cartography: the ๐จArt๐จ of ChARTing Accounts by Crystal Temple Imagine this common insurance agency scenario: your agency receives a...
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The Financial GPS for Insurance Agencies โ Double Entry Accounting
The Financial GPS for Insurance Agencies โ Double Entry Accounting by Crystal Temple The advent of double entry bookkeeping is one of the most...
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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...
2 min read
๐๐ซ๐จ๐๐ข๐ฅ๐๐ฌ ๐ข๐ง ๐๐ข๐ฌ๐ค: ๐๐๐๐ โ ๐ ๐๐๐ซ๐ค๐๐ญ๐ฉ๐ฅ๐๐๐ ๐จ๐ ๐๐ง๐ฌ๐ฎ๐ซ๐๐ง๐๐ ๐๐ ๐๐ง๐๐ข๐๐ฌ; ๐๐จ๐ฐ ๐๐จ ๐๐ฎ๐ฒ ๐๐ซ ๐๐๐ฅ๐ฅ ๐๐จ๐ฎ๐ซ ๐๐จ๐จ๐ค ๐จ๐ ๐๐ฎ๐ฌ๐ข๐ง๐๐ฌ๐ฌ (๐ข๐ง ๐ฐ๐ก๐จ๐ฅ๐
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Nicholas Lamparelli: Sep 22, 2023 12:00:00 AM
๐๐ซ๐จ๐๐ข๐ฅ๐๐ฌ ๐ข๐ง ๐๐ข๐ฌ๐ค: ๐๐๐๐ โ ๐ ๐๐๐ซ๐ค๐๐ญ๐ฉ๐ฅ๐๐๐ ๐จ๐ ๐๐ง๐ฌ๐ฎ๐ซ๐๐ง๐๐ ๐๐ ๐๐ง๐๐ข๐๐ฌ; ๐๐จ๐ฐ ๐๐จ ๐๐ฎ๐ฒ ๐๐ซ ๐๐๐ฅ๐ฅ...
2 min read
Profiles in Risk: E457 โ Increasing Agency Processing Efficiency; Giri Laveti, CEO of Assuretrac
Nicholas Lamparelli: Aug 31, 2023 12:00:00 AM
Profiles in Risk: E457 โ Increasing Agency Processing Efficiency; Giri Laveti, CEO of Assuretrac by Nicholas Lamparelli So much work that is being...
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Profiles in Risk: E449 โ Using Cybersecurity Domain Experts To Grow Your (Cyber) Book; Bill Haber, Co-Founder at TEKRiSQ
Nicholas Lamparelli: Aug 16, 2023 12:00:00 AM
Profiles in Risk: E449 โ Using Cybersecurity Domain Experts To Grow Your (Cyber) Book; Bill Haber, Co-Founder at TEKRiSQ by Nicholas Lamparelli In...
2 min read
Profiles in Risk: E448 โ From Conversation to Clarity; How RiskAdvisor Helps Personal Lines Insurance Agents With Guided Client Interviews To Create Seamless Single Entry Placement Processes
Nicholas Lamparelli: Aug 15, 2023 12:00:00 AM
Profiles in Risk: E448 โ From Conversation to Clarity; How RiskAdvisor Helps Personal Lines Insurance Agents With Guided Client Interviews To Create...
2 min read
Profiles in Risk: E444 โ Finding Your Clientโs & Prospectโs Pain Points Using Technology. Elliot Bassett, Co-Founder at Rocketship Ventures Launch
Nicholas Lamparelli: Aug 10, 2023 12:00:00 AM
Profiles in Risk: E444 โ Finding Your Clientโs & Prospectโs Pain Points Using Technology. Elliot Bassett, Co-Founder at Rocketship Ventures Launch by...
9 min read
Broker Brettโs InsurTech Adventures & Scratch Agency Lessons
Broker Brettโs InsurTech Adventures & Scratch Agency Lessons by Brett Fulmer My best friendโs daughter was born the day after I was let go from a...