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Commercial Insurance Classes Education: Enhance Your Expertise Today
Agency Owner Articles, Helpful Tips: For Training
Commercial Insurance Education: Enhancing Your Agency’s Expertise Whether you’re an owner, manager, or employee at an insurance agency, having access to a course for insurance is essential, whether for yourself or your staff. General insurance education is great for new agents during the initial licensing phase, but specialized training is crucial for developing expertise in […]
What is CISR Designation and Why it is Important?
Agency Owner Articles, Agency Staff Articles, Helpful Tips: For Training
Understanding the Certified Insurance Service Representative (CISR) Designation The Certified Insurance Service Representative (CISR) designation is a widely recognized certification in the insurance industry. Offered by the CISR National Alliance, it is designed to provide insurance professionals with a structured approach to learning about coverage, risk management, and customer service. The CISR program helps agents […]
Understanding the CG 2404 Endorsement
Agency Owner Articles, Agency Staff Articles, Coverage Article
What is the CG 2404 Endorsement? The CG 2404, also known as Waiver of Transfer of Rights of Recovery Against Others to Us, is a commonly used waiver of subrogation endorsement (WOS endorsement) in commercial general liability (CGL) policies. This waiver of subrogation form allows the named insured to waive their insurer’s right to subrogate […]
Total CSR Case Study – From Food Service to Insurance in Less Than 30 Days!
Agency Owner Articles, Helpful Tips: For Hiring, Helpful Tips: For Training
Total CSR followed Lei, a new account manager at Goodman Insurance, as she went through licensing, training, and assessments with Total CSR. Watch how going through our training enabled Lei to outperform industry pros with years of experience!
How Can My Small Agency Attract Talent Without The Budget of Larger Firms?
Agency Owner Articles, Helpful Tips: For Hiring, Helpful Tips: For Leadership
Hiring is hard! Learn helpful tips from real agency owners, Justin and Jordan Goodman, on how to hire top talent without a huge budget in this episode of the Independent Agent. Part 1: The account manager does the work and the producer gets paid for it Intermission: Justin tries Green Flash – West Coast IPA […]
How to Keep a Top Producer From Causing Agency Turnover Problems
Agency Owner Articles, Helpful Tips: For Leadership
Part 1: The top producer is causing major staff turnover issues Intermission: Justin tries Lagavulin 16 Part 2: An account manager has to hand bad news to the insured, and it was the agency’s fault
My New Hire Won’t Stop Talking About His Old Agency, And It’s Killing Morale
Agency Owner Articles, Helpful Tips: For Leadership, Helpful Tips: For Onboarding
Justin and Jordan offer helpful tips to insurance agency owners on managing relationships and agency culture in this episode of the Independent Agent. Check out the details below! Part 1: A new hire wants to keep talking about the ways they did things at their old agency. Intermission: Justin tries a Grapefruit Goodman Part 2: […]
Do Professional Designations Really Matter?
Agency Owner Articles, Helpful Tips: For Leadership, Helpful Tips: For Training
In this episode, Justin and Jordan discuss the various factors agency leaders should consider when developing organization wide goals. They also weigh the pros and cons of the different options available for insurance education and debate the value of professional designations. Beverage: Whiskey Sour Part 1: What should agencies consider when determining goals for the […]
My Agency is Requiring Me to Pay the SIR on an E&O Claim Caused by My Account Manager
Agency Owner Articles, Helpful Tips: For Leadership
Is this fair?? Justin and Jordan discuss the who needs to pay the SIR on an E&O claim in this scenario. Also, do outsourcing companies work? Find out in this episode of the Independent Agent. Part 1: We started utilizing an outsourcing company, but my account managers say they are busier than ever Intermission: Justin […]
What To Do When Processes and Personalities Don’t Mix
Agency Owner Articles, Helpful Tips: For Leadership
In this episode, Justin and Jordan provide insight on steps agencies can take to simplify the quoting process in a way that will ultimately use everyone’s time more efficiently and drive more consistent results. They also share their thoughts on importance of navigating personality differences and focusing on appreciating skills that colleagues bring to the […]