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.

3 Ways to Streamline Your Agency Accounting Today

One of the BIGGEST challenges that insurance agencies face today is not having their accounts streamlined. Issues of lost personal account information and inter-state 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.
There are a lot of things you could do to receive payment faster and pay others more securely.

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 for paying vendors and carriers. ACA or credit cards are always the best ways to pay. 

Listen To The Full Episode Below

CUSTOM JAVASCRIPT / HTML

Episode Show Notes

[0:40] Jim explains the first way you can better streamline your agency’s accounting: Collect bill receivables through online payment platforms

[2:32] Jim shares a story that illustrates the importance of having your payment receivables updated

[6:30] The second way to better streamline accounting: start paying vendors and carriers through ACA or Echeck

“We have now set up over 90 percent on ACH. For us, that’s giving us peace of mind that we’re not waiting on checks to arrive to our carriers.” -Jim Schubert

[9:00] Jim explains what happens when they almost got their binding authority frozen

[10:20] 3: Receive your commissions through direct deposit just like you do your paycheck!

[13:22] Jim recaps the top three ways to get your agency’s accounting streamlined

Resources

Agents Growth Academy Partners

Created by insurance experts for the insurance industry, ePayPolicy provides the simplest solution for insurance agents, carriers, brokers, MGAs, and premium finance companies to collect credit card and ACH payments.
Your Marble Box service team are trained insurance professionals. That means they do more than schedule meetings, manage inboxes, and send auto-responders to incoming emails. They can literally do ANY process you need between customer interactions, so you can serve your customers better.

Copyright © 2021 - Agent's Growth Academy

Powered By ClickFunnels.com