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:
10 Agency Accounting Tips
Accounting practices for independent insurance agencies differ greatly from those traditionally used by other small businesses. Below are 10 tips for your agency’s accounting department.
Accounting Best Practices
Accountants often do not understand how agencies operate, which can lead to misleading and often inaccurate accounting practices.
Reagan Best Practices Study
Reagan Consulting and the Big “I” have partnered to produce the Best Practices Study, a comprehensive examination of the top performing agencies across the country.
Agency Valuation
How to value your agency.