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
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21 results in Helpful Tips: For Hiring or Helpful Tips: For Onboarding
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
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 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
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
How Should Internal Employee Moves be Managed?
Learn effective strategies for managing internal employee transitions in insurance agencies: establish clear policies, ensure transparency, and provide adequate training to support successful role changes.
BlogAgency Owner Articles
How to Know When it's Time to Hire in Your Agency
Whether an agency is overstaffed or understaffed will impact the organization, and both can cause stress for different reasons.
BlogAgency Owner Articles
How to Prevent a New Hire from Disrupting Your Culture
Finding a talented individual for your agency who also brings valuable insurance experience to the organization can feel like a huge win, especially in a competitive job market.
BlogAgency Owner Articles
Help Your Agency Compete for Top Talent In Any Job Market
Attracting and maintaining talent in insurance agencies has been a growing challenge in the industry over the last few years. Smaller agencies may feel they are at a disadvantage against larger brokers when it comes to both what they can offer for salaries and career growth opportunities.
BlogAgency Owner Articles
Attract Top Talent with Career Roadmapping
The top employees at an agency want to know what their career opportunities are within the company therefore, creating a program focused on the continued success of employees is essential to developing and retaining top performers.
BlogAgency Owner Articles
Improve Your Onboarding Program with These 2 Changes
Enhance your insurance career with the Certified Insurance Service Representative (CISR) program. This nationally recognized designation equips professionals with in-depth knowledge of personal and commercial lines, risk management, and customer service. Earn the CISR by completing five out of nine specialized courses and exams within three years. Stay current with annual updates to maintain your expertise.
BlogAgency Owner Articles
Make the Most of New Hire Trial Periods
Implement a structured 30-60-90 day trial period for new hires in your insurance agency to ensure cultural fit, provide clear expectations, and facilitate smooth integration, enhancing long-term retention and performance.
BlogAgency Owner Articles
The First 90 Days: Building Strong Employee Relationships
The first 90 days are crucial for new hires. A structured onboarding process that includes clear expectations, proper training, and regular feedback can significantly reduce early turnover and enhance employee engagement.
BlogAgency Owner Articles
Leveraging the Power of Onboarding
Implement a structured onboarding process that covers company culture, rules, collaboration, competencies, and performance. Utilize training sessions, team meetings, and one-on-one discussions to integrate new hires effectively, leading to higher engagement and productivity.
BlogAgency Owner Articles
How Well-Executed Onboarding Springboards Employee Success
Implement a strategic onboarding process that extends beyond orientation: define clear roles, integrate compliance training meaningfully, and establish milestones to support new hires and enhance long-term success.
BlogAgency Owner Articles
Setting Up An Effective New Hire Framework
Implement a structured new hire framework in your insurance agency by providing comprehensive orientation, clear organizational information, regular check-ins, and opportunities for personal connections to enhance employee integration and engagement.
