Making Profit First work for Insurance Agents

Making Profit First work for Insurance Agents

by | May 1, 2025 | Profit First

You took the risk of starting your own insurance agency, envisioning a business that would support the lifestyle you wanted. But now, instead of financial security, you are feeling exhausted, frustrated and out of cash. Then, you heard about Profit First – a cash flow...
How to adapt Profit First for Insurance

How to adapt Profit First for Insurance

by | Apr 16, 2025 | Profit First

The Profit First cash flow management system is a powerful tool for ensuring financial stability and profitability. However, to be truly effective for insurance agencies, it requires adjustments to account for the unique financial structure, start-up costs and revenue...
Where is your ScareLine™?

Where is your ScareLine™?

by | Apr 3, 2025 | Profit First

Note from Donna… I developed the idea of a ScareLine after seeing a few too many clients drowning in insurmountable debt. My thoughts were: “How did you let it get this bad, wasn’t there a red light flashing in your head saying stop?” But, a few months ago I was told...
Embracing Profit First after the 1% Challenge

Embracing Profit First after the 1% Challenge

by | Mar 6, 2025 | Profit First

As we reflect on the lessons learned from the 1% Challenge and continue to adhere to the guidelines it sets for our businesses, it’s time to impart an essential insight: the 1% Challenge is just the beginning. While transitioning to this system undoubtedly presents...
1% Challenge to Profit First professional

1% Challenge to Profit First professional

by | Feb 20, 2025 | Profit First

Note From Donna… I wouldn’t share the 1% Challenge with you without telling the story of how it changed my business. It’s such a monumentally powerful system I knew immediately that I needed to become a certified Profit First professional. In 2014, I...