Knowing Which Accounts Actually Make You Money
Not every account is worth the same. Here's how to see which accounts in your book carry the agency and which quietly drain time for little return.
The Few Numbers Every Agency Owner Should Watch
You don't need dozens of metrics to run an agency well. Here are the few numbers, from retention to revenue per account, that tell you the real truth.
Running a Profitable Insurance Agency
A plain-language guide to the operational problems that most decide whether an independent insurance agency makes money: service, sales, staffing, and cash.