Essential Resources & Blogs for Insurance Agency Success

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

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 […]

How to Prevent a New Hire from Disrupting Your Culture

Agency Owner Articles, Helpful Tips: For Onboarding

Drastically Improve Your Onboarding Program by Making These 2 Changes

Agency Owner Articles, Helpful Tips: For Onboarding

Drastically Improve Your Onboarding Program by Making These 2 Changes Inevitably, agencies are going to have their new hires sit at a desk and watch another CSR perform his or her/job duties – and they’ll call this “onboarding.” It’s a necessary, but often ill-conceived attempt at a comprehensive onboarding process, but we know that there’s […]

Leveraging the Power of Onboarding

Agency Owner Articles, Helpful Tips: For Onboarding

How Well-Executed Onboarding Springboards Employee Success

Agency Owner Articles, Helpful Tips: For Onboarding

How Well-Executed Onboarding Springboards Employee Success The problem with modern employee onboarding is that employers tend to turn the process into an orientation. Robin Erickson, one of the leading experts in the talent acquisition industry, says that often instead of true onboarding employees end up going through, “a two- or three-day whirlwind of compliance-related paperwork, […]

Setting Up An Effective New Hire Framework

Agency Owner Articles, Helpful Tips: For Onboarding

Methods of Creating a Supportive and Effective New Hire Framework A recent review of new hire practices has sparked some interesting discussion about the best methods of integrating new employees within a company. Author Claire Petrie discusses two distinctly different examples of her own personal experience with being a new hire. She also provides key […]