Running a successful insurance agency means juggling multiple responsibilities, ranging from client relations to policy renewals. However, one area that is often overlooked is bookkeeping. Accurate financial records aren’t just a legal necessity. They’re the backbone of a healthy and profitable business. Here are 6 tips to help insurance agents stay on top of their bookkeeping.

Buying life insurance can be one of the worst experiences you can have. Most of us don’t want to face our own mortality. Agents know this...