Essential Resources & Blogs for Insurance Agency Success

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

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 […]

Incurred Losses Explained: Understanding Insurance Claims

Coverage Article, Helpful Tips: For Employees, Helpful Tips: For Training

Why Incurred Losses Matter and How to Explain It to Your Client When discussing insurance financials with clients, few concepts create more confusion than incurred losses. Many policyholders assume their premiums directly correlate to claims paid out, missing the complex financial picture that incurred losses reveal. Understanding this concept becomes critical for both insurance professionals […]

Building a Career as a Health Insurance Specialist at an Agency: Steps Beyond Licensing

Helpful Tips: For Employees, Helpful Tips: For Training

Getting Started in a Career as a Health Insurance Specialist Achieving your health insurance certificate is an essential foundation for a career as a health insurance specialist within an agency. However, genuine growth and professional success depend on continued learning, hands-on experience, and specialized training. This comprehensive guide will explore how to become a health […]

Unpacking Coverage E in Homeowners Insurance: What Agents Need to Know

Coverage Article, Helpful Tips: For Employees

Understanding Strict Liability Insurance: Essential Coverage Guide Coverage “E” Personal Liability Coverage, is a critical component of home insurance liability coverage. This personal liability insurance offers financial protection to homeowners if they’re legally responsible for bodily injury or property damage to others. Unlike coverage for property damage, which targets only the homeowner’s property, Coverage E […]

Contractual Liability Insurance: Understanding Coverage & Risks

Coverage Article, Helpful Tips: For Onboarding, Helpful Tips: For Training

Navigating the Complexities of Contractual Liability Insurance Understanding insurance can often be overwhelming, particularly when it involves contractual liability insurance. This specialized form of contract insurance is essential for businesses, as it protects against potential financial losses arising from liabilities assumed within contracts. Liability insurance contracts play a crucial role in managing risks associated with […]

Risk Retention Group (RRG): Pros and Cons Overview

Coverage Article, Helpful Tips: For Onboarding, Helpful Tips: For Training

Understanding the Pros and Cons of a Risk Retention Group Navigating insurance options can be challenging, especially when exploring alternatives like RRG insurance. But what exactly is a risk retention group, and what does RRG stand for? In simple terms, a risk retention group (RRG) is a liability insurance company owned directly by its members, […]

Everything You Should Know About the AINS Designation

Agency Staff Articles, Helpful Tips: For Employees

What is the AINS Designation The Associate in Insurance (AINS) designation is a fundamental credential for insurance professionals looking to establish a solid foundation in the industry. Let’s explore what this credential means for your career – from requirements and costs to how it affects your salary and career growth opportunities. We’ll take a deep […]

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.  […]

The Role of an Insurance Account Manager: Responsibilities, Skills, and Career Insights

Agency Staff Articles, Helpful Tips: For Onboarding

Understanding the Role of an Insurance Account Manager Image depicting the meaning of what an account manager does An insurance account manager, sometimes referred to as a CSR (insurance customer service representative), insurance account coordinator, or insurance relationship manager, plays a crucial role in maintaining strong client relationships and ensuring policyholders receive the service they […]