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Agents & Brokers (3)

4 min read

๐ŸŽถ Itโ€™s The Most Wonderful Time of the Year ๐ŸŽถ โ€“ Finishing 2023 Strong To Make 2024 Super!

๐ŸŽถ Itโ€™s The Most Wonderful Time of the Year ๐ŸŽถ โ€“ Finishing 2023 Strong To Make 2024 Super! by Crystal Temple Itโ€™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 (สŽxวS)โ€ฆFor Once!

Making Agency Bill (สŽxวS)โ€ฆFor 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

โฌ†๏ธ Revenue > โฌ‡๏ธ Expenses: Demystifying Income Statements ๐Ÿ’ก

โฌ†๏ธ Revenue > โฌ‡๏ธ Expenses: Demystifying Income Statements ๐Ÿ’ก by Crystal Temple Over the past several weeks, we have been โ›ต๏ธ sailing the seas of...

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3 min read

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

Terms & Conditions Tuesday โ€“ 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 ๐ŸŽจArt๐ŸŽจ of ChARTing Accounts

Financial Cartography: the ๐ŸŽจArt๐ŸŽจ 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 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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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

๐๐ซ๐จ๐Ÿ๐ข๐ฅ๐ž๐ฌ ๐ข๐ง ๐‘๐ข๐ฌ๐ค: ๐„๐Ÿ’๐Ÿ”๐Ÿ“ โ€“ ๐€ ๐Œ๐š๐ซ๐ค๐ž๐ญ๐ฉ๐ฅ๐š๐œ๐ž ๐จ๐Ÿ ๐ˆ๐ง๐ฌ๐ฎ๐ซ๐š๐ง๐œ๐ž ๐€๐ ๐ž๐ง๐œ๐ข๐ž๐ฌ; ๐‡๐จ๐ฐ ๐“๐จ ๐๐ฎ๐ฒ ๐Ž๐ซ ๐’๐ž๐ฅ๐ฅ ๐˜๐จ๐ฎ๐ซ ๐๐จ๐จ๐ค ๐จ๐Ÿ ๐๐ฎ๐ฌ๐ข๐ง๐ž๐ฌ๐ฌ (๐ข๐ง ๐ฐ๐ก๐จ๐ฅ๐ž

๐๐ซ๐จ๐Ÿ๐ข๐ฅ๐ž๐ฌ ๐ข๐ง ๐‘๐ข๐ฌ๐ค: ๐„๐Ÿ’๐Ÿ”๐Ÿ“ โ€“ ๐€ ๐Œ๐š๐ซ๐ค๐ž๐ญ๐ฉ๐ฅ๐š๐œ๐ž ๐จ๐Ÿ ๐ˆ๐ง๐ฌ๐ฎ๐ซ๐š๐ง๐œ๐ž ๐€๐ ๐ž๐ง๐œ๐ข๐ž๐ฌ; ๐‡๐จ๐ฐ ๐“๐จ ๐๐ฎ๐ฒ ๐Ž๐ซ ๐’๐ž๐ฅ๐ฅ...

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