Essential Resources & Blogs for Insurance Agency Success

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, […]

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 […]

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

Agency Owner Articles, Helpful Tips: For Hiring

How to Prevent a New Hire from Disrupting Your Culture

Agency Owner Articles, Helpful Tips: For Onboarding

Help Your Agency Compete for Top Talent In Any Job Market

Agency Owner Articles, Helpful Tips: For Hiring

Attract Top Talent with Career Roadmapping

Agency Owner Articles, Helpful Tips: For Hiring

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 […]

Make the Most of New Hire Trial Periods

Agency Owner Articles, Helpful Tips: For Hiring