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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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.…
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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…
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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…
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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…
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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…
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When Trying to Keep Everyone Happy Means Nobody Wins
Owning a business is tough. Employees? Even tougher. No matter how much you plan, manage, and try to do the right thing,…
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Oops, My Bad: The Art of Apology and Moving On
Sometimes, we make mistakes. We say things we shouldn’t, do things we regret, and make choices that don’t always reflect who we…
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Bold Moves
Big decisions have a way of keeping us up at night. They loom large, whispering doubts and possibilities in equal measure. Sometimes,…
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