AgencyPoint

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Solving for the Independent Insurance Agency.

05/14/2026

Jon Diaz once left our company to pursue a "dream job". However, he found out that sometimes dreams are different from reality, and building something was more the dream he wanted to pursue.

In this clip, he discusses why he returned to build the dream with Aaron and David on our latest Law & Ledger conversation.

Happy Mother's Day to all the moms out there - you are appreciated! ๐Ÿ’™Wishing you a great holiday from all of us at Agenc...
05/10/2026

Happy Mother's Day to all the moms out there - you are appreciated! ๐Ÿ’™

Wishing you a great holiday from all of us at AgencyPoint and PFS Global.

05/07/2026

When you're building something, a culture of momentum can build along with it. And often, others want to be a part of that.

Aaron, Jon, and David discussed how building something at PFS Global has been something that has motivated them all in this discussion from Law & Ledger.

Reading your contracts and agreements, and reviewing them every few years, is just good business. And if you don't do it...
05/05/2026

Reading your contracts and agreements, and reviewing them every few years, is just good business. And if you don't do it already, now is a good time to start. It may save you a lot of time and money.

Read more on our Blog at https://www.myagencypoint.com/articles/beyond-the-handshake

  - People are your most valuable asset, and helping manage their operations is something our team can do to support the...
04/23/2026

- People are your most valuable asset, and helping manage their operations is something our team can do to support them!

From payroll to compliance, we're here to help. Learn more about all the ways at myagencypoint.com/what-we-do/PeopleOps

04/21/2026

Will AI replace some roles or tasks? It is likely happening and will continue to happen. But AI isn't free. Computing costs are high for AI companies, and that cost will still be passed to businesses that use it.

Raul discusses how your goals and needs for AI must be balanced strategically with the costs in this clip of with David and Aaron.

The day has arrived, and ready or not, it is time to file. And if you've waited this long and want help now, just know t...
04/15/2026

The day has arrived, and ready or not, it is time to file. And if you've waited this long and want help now, just know that results may vary...

๐Ÿ–Œ๏ธ: Joe Heller | Hellertoon.com

Time is running out, so we want to know - what's your number one question on insurance agency taxes? Let us know in the ...
04/14/2026

Time is running out, so we want to know - what's your number one question on insurance agency taxes? Let us know in the comments...

Need more than just one answer? Contact our team at myagencypoint.com/what-we-do/TaxOps

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