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63 results in Helpful Tips: For Employees or Helpful Tips: For Onboarding · page 1 of 3
BlogHelpful Tips: For Onboarding
A practical onboarding checklist for insurance agencies: hiring paperwork, first-week work, licensing steps, a three-month plan, and a free template.
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
Explore cyber insurance designation options to boost your career and credibility. Learn insights and choose the right certification!
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.
BlogHelpful Tips: For Onboarding
How contractual liability works in the CGL: the insured contract definition, the contractual liability exclusion, defense of an indemnitee, and what to review.
BlogHelpful Tips: For Onboarding
What a risk retention group is, how the Liability Risk Retention Act lets an RRG write liability in every state, and the pros and cons agents should explain.
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
Advance your insurance career by learning about the AINS designation. Find out how it enhance professional growth and equip you with skills.
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
Learn how to fill out the Acord 25 Certificate of Liability Insurance Form accurately. Enhance your expertise as an insurance profesional!
BlogAgency Staff Articles
What an insurance account manager does, the skills the job takes, how it differs from an account executive, and how the career path grows.
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
Learn How to Complete the Acord 126 Form with our comprehensive step-by-step guide. Understand the submission process for general liability
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 how the Acord 129 Vehicle Schedule Form organizes essential auto insurance details. Explore key steps for properly completing this document.
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 Owner Articles
Addressing a new hire's constant comparisons to their previous agency is crucial to maintaining team morale. Implementing structured onboarding, setting clear expectations, and fostering open communication can help integrate the new employee effectively and preserve a positive work environment.
