Essential Resources & Blogs for Insurance Agency Success

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

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.  […]

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 Do You Address Issues Around Sexism and Gender Discrimination in Your Organization?

Agency Owner Articles, Helpful Tips: For Hiring, Helpful Tips: For Leadership

Sexism and gender discrimination are hot button topics both in and out of the insurance industry. Justin and Jordan will discuss how to handle discrimination from a management perspective in this episode of the Independent Agent Podcast. Cocktails: Justin tries a White Russian Part 1: An HR Manager inquires about addressing an unprofessional comment from […]

How Should Internal Employee Moves be Managed?

Agency Owner Articles, Helpful Tips: For Hiring, Helpful Tips: For Leadership

Tune in for the latest episode of The Independent Agent! Episode 40 Learn about internal shifts in employment and how to provide opportunities for your agents. It’s time for another round of The Independent Agent with your hosts, Jordan and Justin! This week, things get interesting as they tackle two thought-provoking topics: But that’s not […]

How to Know When it’s Time to Hire in Your Agency

Agency Owner Articles, Helpful Tips: For Hiring

Help Your Agency Compete for Top Talent In Any Job Market

Agency Owner Articles, Helpful Tips: For Hiring

Attract Top Talent with Career Roadmapping

Agency Owner Articles, Helpful Tips: For Hiring

Make the Most of New Hire Trial Periods

Agency Owner Articles, Helpful Tips: For Hiring