Agency Intelligence

In this episode of Agency Freedom Podcast, James talks with Will Shaw, CEO of Better Agency on a variety of nuanced topics in the agency accounting and cashflow side of our industry headspace. Episode Highlights: Will shares that Better Agency focuses on the CBO and they are an agency success platform. (8:48) Will elaborates on how to define what an expense is and what revenue is in terms of cash flow and accrual basis. (12:01) Will discusses how the data they get comes directly from the carrier commission report. (21:21) Will explains why Better Agency is often labeled as a CRM and as an AMS type of company. (23:57) Will shares the reason why accounting has been really interesting for him. (28:30) Will elaborates on the usefulness of Quickbooks for accounting and keeping books in order. (41:14) Will shares that moving accounting platforms is as easy as plugging whatever accounting system you have into your bank account. (45:32) Will explains why you don't need to be a specialist for your agen