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52 results in Helpful Tips: For Employees · page 1 of 3
GuidesHelpful Tips: For Employees
Learn what composite risk assessment is, how carriers and agencies use it to see how risks interact, and how to apply it in a commercial account review.
BlogAgency Staff Articles
When employees encounter difficulties, there is a tendency to ignore them and move on. While avoiding problems feels like the more comfortable option in the moment, it can build up and cause more significant issues in the future.
BlogHelpful Tips: For Employees
Compare cyber insurance designations like the PLUS CPLP, ACRM, Chubb CCIC, CyRM and IAPP CIPP: who issues each one, who it suits and how to choose.
BlogHelpful Tips: For Employees
What the IRMI CRIS designation covers, the five required courses, current cost, renewal rules and how agents, CSRs and risk managers use it with contractors.
BlogHelpful Tips: For Employees
What incurred losses are, how paid amounts and reserves combine on a loss run, a worked example, and how to explain the numbers to clients.
BlogHelpful Tips: For Employees
How to build a health insurance specialist career at an agency after licensing: daily duties, how the role differs from billing, training, and designations.
BlogHelpful Tips: For Employees
Coverage E is homeowners personal liability. Learn what it pays, how it differs from Coverage F, key exclusions, and when to recommend an umbrella policy.
GuidesAgency Staff Articles
The insurance industry allows agents to earn many professional designations, but it can get confusing with so many designations. See our full guide here.
BlogAgency Staff Articles
What the AINS designation covers, the current course and exam requirements from The Institutes, study time, and how agency staff can use it to grow.
GuidesAgency Staff Articles
A field-by-field guide to the ACORD 140 property section: premises, coverages, construction, protection, interests, and signatures.
GuidesAgency Staff Articles
A section-by-section guide to the ACORD 127 business auto section: drivers, vehicles, coverages, additional interests, and the forms that go with it.
GuidesAgency Staff Articles
A field-by-field guide to the ACORD 25 for CSRs and account managers: what goes in each box, what the certificate cannot do, and mistakes to catch.
GuidesAgency Staff Articles
A step-by-step guide to the ACORD 130 workers' compensation application: applicant details, rating worksheet, experience mod, loss history, and state forms.
GuidesAgency Staff Articles
A section-by-section guide to the ACORD 125 commercial application: what to gather, what each section asks, and which ACORD forms go with it.
BlogHelpful Tips: For Employees
Occurrence vs claims made form explained for agency staff: coverage triggers, retroactive dates, tail coverage, ISO CG 00 01 vs CG 00 02, and pricing.
GuidesAgency Staff Articles
A section-by-section guide to the ACORD 126 Commercial General Liability Section: limits, schedule of hazards, claims-made, contractors, and products questions.
GuidesAgency Staff Articles
Learn how the ACORD 163 simplifies commercial auto driver info. Discover key tips, streamline your process, and start mastering ACORD 163 today!
GuidesAgency Staff Articles
Learn what goes on the ACORD 129 vehicle schedule, how it works with the ACORD 127, and how to avoid the errors that slow a commercial auto quote.
GuidesAgency Staff Articles
How to complete the ACORD 27 evidence of property insurance section by section, when to use it instead of the ACORD 25 or 28, and common errors to avoid.
PodcastsAgency Staff Articles
When an insurance agency's system conversion doesn't go as planned, it's crucial to address the issues promptly. Implementing a structured response plan, including data validation, staff training, and vendor collaboration, can help mitigate risks and ensure a smoother transition.
PodcastsAgency Staff Articles
https://totalcsr.com/insurance-agency-blog/a-producer-tries-to-find-the-balance-between-new-business-activity-and-quote-to-bind-ratio/
PodcastsAgency Staff Articles
Explore innovative prospecting strategies for insurance agencies beyond traditional methods. Learn how to leverage digital tools, partnerships, and niche marketing to effectively find new clients.
PodcastsAgency Staff Articles
Learn how to effectively advocate for a larger marketing budget in your insurance agency. This guide offers strategies to present data-driven arguments and align marketing goals with business objectives.
PodcastsAgency Staff Articles
Explore ongoing racial challenges faced by insurance producers, including client biases and limited career advancement. Learn strategies to foster inclusivity and support diversity in the industry.
