By utilizing these strategies for outsourced bookkeeping and fractional CFO services , you can build an enhanced process for your agency ’ s financial process and planning . The results may be an “ outside the box ” approach that leads to better agency workflow and value ! •
full potential . Whether you ' re looking to grow your market share , improve operational efficiency , or prepare your business for sale , the input of expert financial professionals will ensure you ' re moving in the right direction .
HOLD ON TO YOUR CLIENTS
HOW TO CHOOSE THE RIGHT PARTNERS
If you decide to outsource your bookkeeping and / or engage a fractional CFO , make sure you partner with providers that :
• Have experience as a CFO in an organization
• Have a proven track record in the insurance industry
• Are adept at integrating with your current accounting tools
• Have experience helping agencies with similar revenue and team size
• Are compatible with your culture and team
By utilizing these strategies for outsourced bookkeeping and fractional CFO services , you can build an enhanced process for your agency ’ s financial process and planning . The results may be an “ outside the box ” approach that leads to better agency workflow and value ! •
Carey Wallace Carey is a co-host of Insurance Refocused Podcast , a platform that explores the latest trends , challenges , and opportunities in the insurance industry . She is also a founder of AgencyFocus , a consulting firm that helps small business owners leverage data to make informed decisions , grow , and succeed . She is a Certified Exit Planning Advisor ( CEPA ), a credential that demonstrates her knowledge and skills in helping business owners prepare for transition or exit .
Aaron Stocks is the CEO of PFS Global and a founding partner of AgencyPoint , providing financial , tax , legal , and human operations solutions for independent insurance agencies .
For bookkeeping information please visit myagencypoint . com for Fractional CFO services please visit agency-focus . com .
2021
RETAIN CLIENTS BY CROSS-SELLING PERSONAL UMBRELLA
Clients who have multiple policies with your agency are less likely to move their business elsewhere . Offering every client a personal umbrella is an easy way to protect your agency ’ s book of business , boost sales , and protect the clients who trust you .
The RLI Personal Umbrella features :
� Limits up to $ 5M available ($ 1M in NM )
� Keep the current home / auto carrier
� No age limit on drivers
� Up to one DWI / DUI per household allowed
� Simple , self-underwriting application
� E-signature and credit card payment options
� Immediate coverage available in all 50 states and D . C .
LEARN MORE AT INDEPENDENTAGENT . COM / RLI .
8 KANSAS INSURANCE AGENT & BROKER