Agency Staff Articles
How to Complete the ACORD 27 Certificate of Insurance
A section-by-section guide to the ACORD 27 Evidence of Property Insurance: what each box means, who asks for it, and how it differs from the ACORD 25 and 28.
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.
43 results in Helpful Tips: For Training · page 1 of 2
BlogHelpful Tips: For Training
Insurance and Risk Management Opportunities for Gen Z
Where Gen Z fits in insurance and risk careers: entry-level roles, the skills and designations that matter, and how agencies can develop young talent.
BlogAgency Staff Articles
What Is the CIC Designation?
What the CIC designation is, which five CIC courses count, how the essay-style exams and annual update work, and how CIC compares with CPCU, CRM and CISR.
BlogHelpful Tips: For Training
QCLS Designation: What Insurance Professionals Need to Know
What the QCLS (Qualified Commercial Lines Specialist) covers, who it fits, how it compares to CISR, CLCS, AINS, ARM, and AAI, and how agencies use it.
BlogHelpful Tips: For Employees
Your Complete Guide to the CRIS Designation (Construction Risk and Insurance Specialist)
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
Incurred Losses Explained: Understanding Insurance Claims
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
Building a Career as a Health Insurance Specialist at an Agency: Steps Beyond Licensing
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 Training
Insurance Exposure Simplified: Essential Risk Management for Insurance Professionals
What exposure means in insurance, the main types of loss exposures, how exposure bases drive premium, and a review checklist for account managers.
BlogHelpful Tips: For Onboarding
Contractual Liability Insurance: Understanding Coverage & Risks
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
Risk Retention Group (RRG): Pros and Cons Overview
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 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.
BlogAgency Staff Articles
Certificates of Insurance – Why You Need to use Templates
Discover how an insurance certificate template streamlines workflows, minimizes errors, improves efficiency, and boosts client satisfaction.
BlogAgency Staff Articles
What to Look for in CE Courses for Insurance Agents
How to choose CE courses for insurance agents: state approval, CE hours, relevance, instructors, format, and how to track your CE transcript before renewal.
GuidesAgency Staff Articles
How to Complete the ACORD 140 for Commercial Property Insurance
A field-by-field guide to the ACORD 140 property section: premises, coverages, construction, protection, interests, and signatures.
BlogHelpful Tips: For Training
The CPCU Designation: Everything You Need to Know
What CPCU stands for; the current CPCU curriculum and course numbers; cost, timeline, and matriculation rules; and how agency staff use the designation.
BlogHelpful Tips: For Training
What’s the Best Workers Compensation Training Program?
Discover the best workers compensation training program that teaches you how to read loss runs, complete acord forms and more.
BlogHelpful Tips: For Training
Installation Floater vs Builders Risk: Choosing the Right Coverage for Your Construction Project
Installation floater vs builders risk: what each covers, who buys it, when coverage starts and ends, and how agents spot gaps on a construction project.
GuidesAgency Staff Articles
How to Complete the ACORD 127 for Commercial Auto Insurance
A section-by-section guide to the ACORD 127 business auto section: drivers, vehicles, coverages, additional interests, and the forms that go with it.
BlogHelpful Tips: For Training
What Is the Basic Cause of Loss Form in Insurance
The ISO basic causes of loss form CP 10 10 explained: the 11 named perils it covers, how it compares with broad and special form, and when agents use it.
BlogHelpful Tips: For Hiring
Insurance 101: What New Hires Need to Know
Insurance 101 for new agency hires: how insurance works, common coverage types, health plan basics, and the terminology you will use with clients in week one.
GuidesAgency Staff Articles
How to Complete the ACORD 25 Certificate of Liability
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.
BlogAgency Owner Articles
Commercial Insurance Education: Enhance Your Expertise Today
How to choose commercial insurance education for your agency: training options, what a good course covers, CIC Commercial Property study, and FAQs.
BlogAgency Owner Articles
What is CISR Designation and Why it is Important?
Certified Insurance Service Representative (CISR) is a certification/designation program for insurance agents who want to provide the best customer service.
BlogHelpful Tips: For Training
The Role of Account Executive in Insurance Agencies: Understanding the Insurance Account Executive
Discover how the role of an account executive in insurance manage client relationships and provide policy solutions to drive success in agencies.
