As the agency owner, should I completely separate my personal finances from the agency’s finances?

I’ve identified four ways in which your revenue may be impacted soon and one to start thinking about for next year.

If you have a budget: Time to update it and keep it on hand. We are in uncharted territory and numerous revisions will likely need to be made.

One of the largest expenses within an insurance agency is employee compensation. In addition, employee engagement in the United States is only at 33%.

How an agency approaches strategic plan sessions dictates how likely it is to achieve their goals.

Does your Strategic Plan unite both sides? Or, are they individual plans?

What does the future hold for your agency?

Don’t take a hands-off approach to year end planning

How your clients are disappearing before your eyes!

Why are you really in business?

Trajectory: The Forgotten Key Performance Indicator

WOULD YOU RECOGNIZE YOUR NEXT PRODUCERS IF YOU SAW THEM?

Succession Plans are typically for a change in business ownership.

What’s the difference between a bookkeeper and a Chief Financial Officer (CFO)?

Let me not keep you waiting for the punch line: “Manage Processes, LEAD People”.

“It’s not whether you get knocked down. It’s whether you get up.” Vince Lombardi

Here are the five steps you need to take now to prepare your Independent Insurance Agency for year end financial management.

Improving your pipeline management is the answer to having a sales year of your dreams!

Sports teams know their individual stats as well as how they measure up against others – you should too!

Does this sound familiar: Year after year New Year’s Eve comes and so do the resolutions.