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.
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Agency Bill Accounting: A Love-Hate Relationship
Let’s dive right into the thrilling world of agency bill accounting—because who doesn’t love spending their day talking about fiduciary responsibilities and…
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When to Bring on a Bookkeeper: Outsourced vs. In-House
If you’re running an insurance agency, you’ve probably asked yourself, “Do I really need a bookkeeper, or can I keep winging it…
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New Year, Same Chaos: Turning Big Dreams Into Real Wins
Ah, New Year’s resolutions. Those shiny promises we make to ourselves at the stroke of midnight, brimming with optimism and champagne. Every…
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Well, That Escalated Quickly: Lessons from Bench’s Fall
The sudden closure of Bench Accounting has left many in the small business and bookkeeping worlds reeling. Bench, a Vancouver-based company founded…
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Pivoting Like a Pro: Surviving Change Without Losing Your Mind
Pivoting Through Change Change is inevitable in any organization. And by “inevitable,” I mean it shows up uninvited, with no snacks, and…
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Why the Human Element Can Never Be Replaced
Technology is amazing. It makes our lives easier, helps us work faster, and sometimes even saves us from having to deal with…
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Stop Leaving Money on the Table: Why Agency Fees Are a No-Brainer
3 Minute Read Alright, insurance pros, let’s talk about the thing no one wants to talk about but absolutely should: agency fees.…
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When a Client Walks Away: Finding Growth in the Loss
2 Minute Read Losing a client feels like a punch to the gut. Whether it’s due to a mistake you made, changing…
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MVR Fees: The Sneaky Culprit Eating Into Your Commissions
5 Minute Read Let’s talk about MVR fees—those sneaky little charges that hitch a ride on your commission statements. They may not…
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Ready to Create a Budget?!?
5 Minute Read As the year winds down, it’s the perfect time to start planning your budget for 2025. If you’re using…
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