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Articles, podcasts, videos, and industry guides to support
you and your insurance agency
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 […]
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. […]
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 […]
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 […]
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 […]
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, 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 […]
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 […]
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 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. […]