Essential Resources & Blogs for Insurance Agency Success

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.  […]

What’s the Difference Between an Occurrence vs Claims Made Form?

Coverage Article, Helpful Tips: For Employees

Understanding Occurrence vs. Claims-Made Insurance Policies A professional signing an insurance policy document. Insurance professionals often face decisions that affect policy coverage and risk management. Understanding the difference between claims-made vs occurrence forms is a critical part of these decisions. This article explains the distinctions between these two forms, offering clarity on occurrence based vs […]

How to Deal With Workplace Dilemmas

Agency Staff Articles, Helpful Tips: For Employees

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 seem like a losing […]

3 Keys to Job Security in a Pandemic

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

The pandemic of 2020 will impact the economy in ways that we have yet to fully understand. The insurance industry is certainly not insulated from this.  While particular niches your agency serves may be able to sustain themselves or even succeed amid COVID, others have suffered significant setbacks, leaving them with no choice but to […]

Finding the Right Niche During an Ongoing Pandemic

Agency Staff Articles, Helpful Tips: For Employees

As the pandemic persists, every community imaginable has felt the impact in some way.  Restrictions have crippled different industries to varying degrees.  Some businesses had to limit foot traffic while others had to shut their doors temporarily.  And while safety remains the primary concern, the pandemic has unquestionably, negatively impacted the economy. While some businesses […]

Finding Prospects During a Persisting Pandemic

Agency Owner Articles, Helpful Tips: For Employees

As the pandemic has persisted and evolved, it has brought many challenges to insurance agencies.  While many of these difficulties have depended on each agency’s region, there are universal struggles we all face.  Producers are faced with the challenge of creating and building relationships with prospects new and old without much access to new opportunities. […]

Winning Back an Unpaid Bonus

Agency Staff Articles, Helpful Tips: For Employees

Bonuses are commonly used across insurance agencies to incentivize and reward growth.  And while calculation and payment are typically straightforward, there can be issues in any areas of the bonus agreement that are ambiguous.  This lack of clarity can lead to issues when it comes time for the employee to collect. While problems with bonuses […]

3 Helpful Tips for Beginners in the Insurance Industry

Agency Staff Articles, Helpful Tips: For Employees

Early in your insurance career, you may be asked to do things that you’re not sure are right. The thought of saying “no” to a request like this may feel like an intimidating prospect. However, not every request deserves a “yes.”  In fact, automatically agreeing to everything asked of you can have unintended consequences. Here […]

How to Use Challenges as Fuel to Improve

Agency Owner Articles, Helpful Tips: For Employees

Building a career in insurance, while very lucrative, is not without its stumbles along the way.   Owning and operating an insurance agency presents a unique set of challenges as well.  There is a lot to learn about coverage, processes, agency operations, and professional development.  While mistakes are not ideal, expecting perfection from the onset […]

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

Agency Owner Articles, Helpful Tips: For Hiring