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How to Complete the Acord 27 – Certificate of Insurance
Agency Staff Articles, Helpful Tips: For Training
What is an ACORD 27 Form (or ACORD Certificate of Insurance)? When you start working in the insurance industry, it’s vital to get familiar with the standard forms and applications used in your Agency Management System (AMS). You’ll use these documents daily to manage client information and provide proof of insurance coverage. Read on to […]
Insurance and Risk Management Opportunities for Gen Z
Helpful Tips: For Training
Introduction to Insurance and Risk Management The risk & insurance sector presents unprecedented career opportunities for Generation Z professionals entering today’s dynamic business environment. As organizations face increasingly complex challenges—from cyber threats to climate-related perils—demand for skilled professionals continues to accelerate across industries. Gen Z professionals, equipped with digital fluency and fresh perspectives, are uniquely […]
What is the CIC Designation?
Agency Staff Articles, Helpful Tips: For Training
Introduction to the CIC Designation The Certified Insurance Counselor (CIC) designation, also called the CIC insurance certification, is a well-regarded professional certification in insurance created for insurance professionals (insurance agents) who want to broaden their expertise. Earning the CIC designation demonstrates a strong commitment to continuous professional growth within the insurance industry. History and Evolution […]
QCLS Designation: What Insurance Professionals Need to Know
Helpful Tips: For Training
Why the QCLS Designation Stands Out in Commercial Insurance The insurance world is packed with professional certifications. Frankly, it can feel overwhelming trying to figure out which ones are worth your time and money. That’s where the QCLS designation comes in—it’s a specialized credential that proves you know your stuff when it comes to commercial […]
Understanding Composite Risk Assessment: Key Insights for Effective Implementation
Helpful Tips: For Employees
Advancing Risk Evaluation Through Composite Risk Assessment Composite risk assessment represents a paradigm shift in how insurance professionals evaluate and quantify complex risk exposures. Unlike traditional single-factor risk analysis, this methodology synthesizes multiple risk variables into a unified assessment framework, providing a more accurate representation of actual exposure levels across diverse portfolios. This approach is […]
Insurance Agency Valuation: How to Calculate and Increase Your Value
Agency Owner Articles
Why Operational Efficiency Is the Hidden Driver of Your Insurance Agency’s True Value Getting an accurate insurance agency valuation isn’t just about crunching numbers—it’s about understanding what makes your business truly valuable to potential buyers. Whether you’re thinking about retirement, considering a sale, or want to know where you stand, knowing your agency’s worth requires […]
8 Ways to Boost Insurance Agent Productivity
Agency Owner Articles
Why Insurance Agent Productivity Is the Key to Sustainable Agency Growth The success of any insurance agency hinges on one critical factor: how to increase insurance agent productivity. When your team operates at peak efficiency, everything else falls into place—resulting in higher revenue, better client relationships, and smoother operations. The question isn’t whether you need […]
How to Deal With Workplace Dilemmas
Agency Staff Articles, Helpful Tips: For Employees
Understanding Day-to-Day Workplace Conflicts The day to day operations of an agency can be full of complications of varying degrees. Often it is interpersonal relationships or difficult workplace situations. Both can cause internal and external conflict. It can seem at times that there is no right answer, and even finding the right next step can […]
Your Complete Guide to Cyber Insurance Designations
Helpful Tips: For Employees
What Are Cyber Insurance Designations? The cyber insurance industry moves fast – sometimes too fast for comfort. One day, you’re dealing with basic data breaches; the next, you’re trying to explain why a ransomware attack isn’t covered under a standard policy. That’s where these insurance designations come in handy. Think of a cyber insurance designation […]
Your Complete Guide to the CRIS Designation (Construction Risk and Insurance Specialist)
Helpful Tips: For Employees, Helpful Tips: For Training
Getting Started – CRIS Designation The Construction Risk and Insurance Specialist (CRIS) designation from the International Risk Management Institute (IRMI) gives insurance professionals specialized skills for handling construction-related risks. Many people wonder, “Is the CRIS designation worth pursuing?” and “What exactly does the IRMI CRIS designation involve?” This guide breaks down the practical benefits and […]