CFO

In the insurance industry, financial stability and profitability are key indicators of an agency's long-term success. Understanding financial reports—particularly income statements and...

Case Study

Running an insurance agency comes with a lot of moving parts — marketing, sales, customer service, operations… and of course, finances. For agency owner John Tunnell, the financial side of...

Financials Case Study

Casey and Seyda, owners of a growing insurance agency, faced significant challenges in financial visibility, strategic decision-making, and long-term planning. Like many insurance agency...

Tax

Tax season can be a stressful time for insurance agencies, but with the right approach, it doesn’t have to be. Staying compliant with state and federal tax laws while maximizing deductions...

Financials

Managing cash flow is one of the most critical responsibilities for any insurance agency owner. It's the lifeblood of your business, allowing you to cover operating expenses, invest in...

Financials

Structuring pay for team members, including salary, commissions, and incentives. Compensation planning is a crucial aspect of managing an insurance agency. A well-structured pay system not...

Financials

Running a successful insurance agency requires a careful balance between revenue growth and expense control. While cutting costs can boost profitability, it’s crucial to do so without...

Tax

Save Money and Stay Compliant: The Benefits of an Accountable Plan

Financials

Running an insurance agency comes with a variety of responsibilities, from guiding clients to managing operations and planning for the future. One essential aspect that’s easy to overlook...