The Insurance Ledger
Notes on agency accounting, from people who genuinely enjoy it.
Practical, plain-English articles for agency owners and their teams. Occasionally with opinions.
-
The Olive and the $1,000 Software Bill
Back in the 1980s, American Airlines figured out they could save $40,000 a year by removing one olive from every first-class salad.…
-
Weird Works: Why Outlandish Ideas Deserve a Seat at the Table
In the insurance world, there’s a tendency to cling to “how we’ve always done it.” That’s safe. Predictable. Comfortable. It’s also how…
-
So You Lost a Client. Now What?
It’s inevitable. Somewhere between launching your business and retiring on a beach with a cocktail (or at least a balanced P&L), you…
-
When the Rumors Fly: Rising Above the Noise
Sometimes, things happen that shake us. Situations get misunderstood, circumstances get misrepresented, and suddenly, there’s a narrative out there that doesn’t quite…
-
Commission Chaos: Why Agents Deserve a Medal (or a Drink)
Commissions—the lifeblood of an insurance agency and the single most frustrating thing to track. You know the money is somewhere, but is…
-
Hidden Costs Eating Away at Your Profits (And How to Stop Them)
The Silent Profit Killers in Your Insurance Agency Alright, let’s be real—running an insurance agency is hard enough without money mysteriously vanishing…
-
Mergers & Acquisitions: The Aftermath No One Talks About
So, you just bought an insurance agency. Congratulations! The deal is done, the papers are signed, and now… the real chaos begins.…
-
Cracking the Code: How to Split Your Revenue
If you’re an insurance agency owner, you’ve probably looked at your revenue reports and thought, Where exactly is all this money coming…
-
Commissions, Compliance, and Chaos: Is Your Bookkeeper Up to It?
Let’s face it—your agency’s financials are more than just a pile of numbers. Between commission chaos, regulatory red tape, and endless reports,…
-
Commissions, Compliance, and Chaos: Is Your Bookkeeper Up to It?
Let’s face it—your agency’s financials are more than just a pile of numbers. Between commission chaos, regulatory red tape, and endless reports,…
Get the Ledger in your inbox.
Occasional, useful, never spammy. We have month-end to get to.