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Articles, podcasts, videos, and industry guides to support
you and your insurance agency
Agency Owner Articles, Agency Staff Articles, Helpful Tips: For Leadership
We have certainly seen a fair amount of changes in our world due to the pandemic, but there is more to come. As we continue to adapt and learn from this unprecedented situation, we have yet to determine the long-term impact. The insurance industry has already had to make some uncomfortable shifts. Businesses have downsized […]
Agency Owner Articles, Helpful Tips: For Leadership
The shift from in-office to remote work has presented a variety of challenges for insurance agencies. As so many made the transition overnight, being able to effectively move all operations from inside the same building into everyone’s homes has been difficult for both agencies and their employees. We are living in unfamiliar and unprecedented circumstances. […]
Agency Owner Articles, Helpful Tips: For Leadership
Some insurance agencies boast modern buildings with sleek exteriors and fresh interiors. On the other hand, there are still many agencies on the opposite end of the spectrum. They operate in old buildings handling required maintenance but leave even simple updates at the bottom of the expense and the to-do list. While some agency owners […]
Agency Owner Articles, Helpful Tips: For Leadership
It is always difficult to watch a top performer in your agency start to demonstrate a decline in performance. There can be a tendency to bend over backward to save the employee by overlooking the growing performance issues hoping that they will turn things around. However, turning a blind eye is damaging to the employee […]
Agency Owner Articles, Helpful Tips: For Leadership
When it comes to making the most of each workday in an insurance agency, time management is essential. This time issue is especially applicable to the constant barrage of meeting invites that chime in our inboxes daily. Meetings can quickly consume hours of our days and cause a significant blow to productivity. While meetings occur with different parties […]
Agency Owner Articles, Helpful Tips: For Leadership
As nice as it would be for our personal and professional lives could remain separate, the two often intersect and impact one another. This crossover can be OK if appropriate boundaries are in place with limited interaction between the two. However, as work and home merge closer and closer together, it is not easy to […]
Agency Owner Articles, Helpful Tips: For Leadership
The acquisition presents a variety of complications from a business and cultural standpoint. Often, employees are left unaware of what is happening behind the scenes until the purchase is final. This type of announcement typically comes as an unwelcome surprise. Tension can result as both agencies struggle to figure out how they will adapt and work […]
Agency Owner Articles, Helpful Tips: For Leadership
One of the many responsibilities of being an agency leader is attending meetings. Meetings scheduled with clients, other leaders in the organization, individual employees or teams, or carrier reps can quickly fill up calendars. And while there is value in pulling people in the agency together to review, regroup, and strategize on agency initiatives, meeting […]
Agency Owner Articles, Helpful Tips: For Leadership
The insurance industry has struggled with issues surrounding sexism for its entire existence. Insurance is a very male-dominated industry, with most leadership positions still held by men. Many agencies have operated with very traditional gender-specific roles within their organizations, while others have been more progressive. Despite the significant improvement over recent years, there is still […]
Agency Owner Articles, Helpful Tips: For Leadership