BlogHelpful Tips: For Onboarding
Contractual Liability Insurance: Understanding Coverage & Risks
Explore contractual liability insurance to understand how it protects your business from financial liabilities assumed in contracts.
Essential Resources & Blogs for Insurance Agency Success
Get helpful resources, guides, content, and podcasts on insurance, agency ownership, and more by visiting our insurance agency blog and resource center.
101 results in Helpful Tips: For Hiring or Helpful Tips: For Leadership or Helpful Tips: For Onboarding · page 1 of 5
BlogHelpful Tips: For Onboarding
Risk Retention Group (RRG): Pros and Cons Overview
Learn about the pros and cons of a risk retention group (RRG), including customized coverage, regulatory challenges, and potential risks.
GuidesAgency Staff Articles
The Practical Guide to Insurance Designations
The insurance industry allows agents to earn many professional designations, but it can get confusing with so many designations. See our full guide here.
BlogHelpful Tips: For Hiring
Insurance 101: What New Hires Need to Know
Boost your career and understanding with Insurance 101. Learn essential insurance fundamentals and discover the opportunities waiting for you.
BlogAgency Staff Articles
The Role of an Insurance Account Manager: Responsibilities, Skills, and Career Insights
Explore the role of an insurance account manager, including key responsibilities, essential skills, and career growth opportunities.
PodcastsAgency Owner Articles
Total CSR Case Study: From Food Service to Insurance in 30 Days
Discover how Total CSR's training program enabled Lei, a new account manager at Goodman Insurance, to transition from food service to insurance in under 30 days, outperforming industry veterans.
PodcastsAgency Owner Articles
How Can Small Agencies Attract Talent on a Smaller Budget?
Discover effective strategies for small insurance agencies to attract top talent without a large budget: emphasize company culture, offer flexible work options, and provide clear career advancement paths.
PodcastsAgency Owner Articles
How to Prevent Top Producers from Causing Agency Turnover
Learn strategies to prevent top producers from causing turnover issues in your insurance agency: establish clear expectations, foster transparency, and promote collaboration to maintain a healthy team dynamic.
PodcastsAgency Owner Articles
New Hire's Talks About Old Agency Impacting Morale
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.
PodcastsAgency Owner Articles
Do Professional Designations Really Matter?
Explore the significance of professional designations in the insurance industry: understand their role in enhancing credibility, career advancement, and client trust.
PodcastsAgency Owner Articles
Paying the SIR on an E&O Claim Caused by My Account Manager
Understand the implications of paying the Self-Insured Retention (SIR) on an Errors & Omissions (E&O) claim caused by your account manager. Explore industry practices and considerations in this insightful discussion.
PodcastsAgency Owner Articles
What To Do When Processes and Personalities Don’t Mix
When agency processes clash with individual personalities, it's essential to streamline workflows and appreciate diverse strengths. Implementing structured procedures and fostering mutual respect can enhance team cohesion and efficiency.
PodcastsAgency Owner Articles
The Struggle to Understand AMS Reports
Agency leaders often face challenges in interpreting complex reports from their Agency Management System (AMS). This episode explores strategies to translate data into actionable insights and discusses the importance of standardized access across the team.
PodcastsAgency Owner Articles
How Do I Prepare for Opening My Own Agency?
Discover expert insights on transitioning from agency employee to owner. Learn about essential tools, resources, and strategies to successfully launch your own insurance agency.
PodcastsAgency Owner Articles
Telling an Employee They Need Deodorant
Learn how to address body odor issues with employees respectfully while maintaining a professional workplace.
PodcastsAgency Staff Articles
How Do I Maximize My First 12 Months in the Insurance Industry?
Kickstart your insurance career with actionable strategies for success in your first year. Learn effective prospecting, time management, and client relationship-building techniques to maximize your impact.
PodcastsAgency Owner Articles
Reenergizing a Team That's Checked Out
Discover effective strategies to reenergize a disengaged insurance team. Learn how to foster engagement through open communication, recognition, and professional development.
PodcastsAgency Owner Articles
Identifying Ineffective Parts of the Sales Process
Discover how insurance agencies can identify and fix inefficiencies in their sales process for better results.
PodcastsAgency Owner Articles
What to Do When a VIP Employee Retires and Client Relationships Are at Risk?
Safeguard client relationships when a VIP employee retires by implementing proactive succession planning, transparent communication, and comprehensive knowledge transfer.
PodcastsAgency Owner Articles
Should My Son Work Elsewhere Before Joining Our Agency?
Explore the advantages and considerations of having your son gain external work experience before joining your family-owned insurance agency.
PodcastsAgency Owner Articles
Financial Transparency Between Agency Principals and Employees
Determine the appropriate level of financial transparency between agency principals and employees to foster trust, accountability, and informed decision-making.
PodcastsAgency Owner Articles
Addressing Sexism and Gender Discrimination
Learn effective strategies to address sexism and gender discrimination in your organization. Implement clear policies, provide training, and foster an inclusive culture to promote equality.
PodcastsAgency Owner Articles
Team Building Best Practices During M&A
Enhance team cohesion during insurance agency mergers with structured onboarding, clear communication, and inclusive team-building activities.
PodcastsAgency Owner Articles
Slow to Hire, Fast to Fire
Learn how to implement the 'hire slow, fire fast' strategy in your insurance agency to build a strong, accountable team. Discover best practices for thoughtful hiring and decisive performance management.
