annemariemcpherson

How Tax Planning Can Accelerate Agency Growth

Tax planning increases an agency’s profitability without sacrificing critical assets like laying off staff or downgrading software.

Calculator and pen on charts and graphs spreadsheet paper. Finance, Account, Statistics, Analytic research data and Business company meeting concept

Agency Nation Meets: Bobbie Collies

Bobbie Collies is the chief insurance officer at Coterie Insurance and a passionate servant leader who loves to help drive strategy and execution.

How Often Should AMS Data Backups Occur?

How should an agency prepare for an agency management system (AMS) being down for an extended period of time, such as after a catastrophe or cyberattack?

Opportunity Cost: The Hidden Cost of Staying Still

Avoiding a decision can feel like maintaining the status quo. In reality, standing still might mean falling behind, losing a competitive edge or missing new opportunities.

Geometrical elements on balance. Impossible equilibrium. This is a 3d render illustration

Filters

    become a member Join the Big "I" Today.