Essential Resources & Blogs for Insurance Agency Success

Articles, podcasts, videos, and industry guides to support
you and your insurance agency

Certificates of Insurance – Why You Need to use Templates

Agency Staff Articles, Helpful Tips: For Training

Certificates of Insurance – The Template Approach Insurance professionals frequently field requests from clients, business partners, and vendors looking for proof of coverage. An insurance certificate, usually completed on an ACORD 25 form, offers a straightforward way to satisfy these requests quickly. By using this clear, standardized approach, teams can reduce errors and ease the […]

What to Look for in CE Courses for Insurance Agents

Agency Staff Articles, Helpful Tips: For Training

Importance of Choosing the Right Insurance CE Courses Continuing education for insurance agents, known commonly as insurance continuing education (CE) courses, plays a pivotal role in an agent’s professional development, client service excellence, and regulatory compliance. Choosing the right insurance education courses can significantly influence an agent’s competitiveness and industry knowledge. This article highlights crucial […]

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 […]

How to Complete the ACORD 140 for Commercial Property Insurance

Agency Staff Articles, Helpful Tips: For Employees, Helpful Tips: For Training

What is an ACORD 140 form? Starting a career in insurance means getting comfortable with applications used in an Agency Management System (AMS). This includes developing familiarity with various forms such as the commercial property ACORD 140 form. ACORD forms are universally recognized documents that contain information which most, if not all, insurance carriers require […]

The CPCU Designation – Everything You Need to Know

Helpful Tips: For Training

Introduction to the CPCU Designation The CPCU Designation is widely recognized as one of the most prestigious professional credentials in the property and casualty insurance field. In this article, we’ll look at what the CPCU Designation involves—covering the cpcu meaning, what CPCU stands for, what is a CPCU in insurance, the benefits of earning it, […]

What’s the Best Workers Compensation Training Program?

Helpful Tips: For Training

How to find the Best Workers Compensation Training Finding the right workers compensation training that align with your schedule and cover key topics can greatly improve how you manage claims and risk. Online self-paced learning offers the flexibility busy professionals need, while comprehensive classes provide practical guidance on tasks like completing the ACORD 130 form and being […]

Installation Floater vs Builders Risk: Choosing the Right Coverage for Your Construction Project

Coverage Article, Helpful Tips: For Training

Understanding Installation Floater vs Builders Risk Installation Floater vs Builder Risk is a key consideration when evaluating financial risks in construction projects for both property owners and contractors. With valuable materials, equipment, and structures in play, choosing the right construction insurance coverage is essential to safeguard against potential losses. The two common policies available are installation […]

How to Complete the ACORD 127 for Commercial Auto Insurance

Agency Staff Articles, Helpful Tips: For Employees, Helpful Tips: For Training

What is an ACORD 127 form? If you’re starting out in insurance, you’ll need to become familiar with the applications used in your Agency Management System (AMS), especially ACORD Forms. Also known as the commercial auto acord, the ACORD 127 is focused on securing insurance for business autos. It gathers general information like driver information, vehicle […]

What is the Basic Cause of Loss Form in Insurance

Coverage Article, Helpful Tips: For Training

Understanding the Basic Cause of Loss Form in Insurance The Basic Cause of Loss Form, sometimes referred to as CP 10 10 or cp1010, is a key part of commercial property insurance, providing a clearly defined level of protection against specific causes of loss in insurance.  For insurance professionals and policyholders alike, understanding this named-peril […]

Insurance 101: What New Hires Need to Know​

Helpful Tips: For Hiring, Helpful Tips: For Training

Understanding Insurance 101 as a New Hire Starting a career in insurance can feel daunting, so this guide aims to provide straightforward, detailed insights that help newcomers succeed. In this article, we’ll touch on everything from fundamental terminology to industry trends, practical advice, and training requirements—all while using the keyword Insurance 101 as our framework.  […]