46. 3 Ways to Streamline Your Agency Accounting Today

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One of the BIGGEST challenges that insurance agencies face today is not having their accounts streamlined. Issues of lost personal account information and across-states clients with urgent needs fill our experience box. How prepared are YOU to pay your consultants and collect bills before disaster strikes? Tune in today for host Jim Schubert’s 3 best ways to streamline your agency accounting on Agent’s Growth Academy.

3 Key Takeaways

• Snail mailing your checks is a lot like playing the slot machines; you can only hope your money gets to you through safe means. 
• You want to receive your paycheck through direct deposit to avoid delays and complications. Commissions should be considered NO differently!
• Use Echeck as a last resort to paying vendors and carriers. ACA or credit card are always the best ways to pay. 

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About Jim Schubert

Jim Schubert is the CEO of Southern States Insurance, one of Georgia's largest independent insurance agencies. He is a nationally recognized author and podcast guest contributor appearing in Insurance Journal, Independent Agent Magazine, Insurance Business America Magazine, Best's Review and Applied Systems. Jim is a passionate advocate for small business owners, entrepreneurs and independent insurance agents. He loves sharing ideas about agency growth, digital marketing, and the lost art of human interaction. Jim is also the creator of Agents Growth Academy, an online resource for insurance agents and agency owners who want to take their growth to the next level. And when he needs to take a clarity break, he is either behind a camera lens in the great outdoors or teaching aspiring shutterbugs how to take beautiful nature photography at Schubert Photography.