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Financial Management

Resources for managing your agency finances.

Like any other business, an independent insurance agency must pay attention to its financial well-being. These basic tools will help you manage your agency’s financial operation.

Agency Financial and Business Planning Overview

Agency Accounting

How to use technology to manage your accounting

Premium Finance

Premium Finance Solutions for Agents and Insureds

Budgeting

Resources to help you budget your numbers.

Valuation

How much is your agency worth?

Additional Resources:

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Mark Dalaklis

Controller