CFO

Running a successful insurance agency requires more than just selling policies — it requires running a business. And just like any business, knowing your numbers is the difference between...

CFO

Starting or growing your insurance agency often means taking on debt. Whether it's a small business loan to get things rolling, a line of credit to expand your team, or financing to upgrade...

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...