Essential Resources & Blogs for Insurance Agency Success

Articles, podcasts, videos, and industry guides to support
you and your insurance agency

Insurance 101: What New Hires Need to Know​

Helpful Tips: For Hiring, Helpful Tips: For Training

Understanding Insurance 101 as a New Hire Starting a career in insurance can feel daunting, so this guide aims to provide straightforward, detailed insights that help newcomers succeed. In this article, we’ll touch on everything from fundamental terminology to industry trends, practical advice, and training requirements—all while using the keyword Insurance 101 as our framework.  […]

Commercial Insurance Classes Education: Enhance Your Expertise Today

Agency Owner Articles, Helpful Tips: For Training

Commercial Insurance Education: Enhancing Your Agency’s Expertise Whether you’re an owner, manager, or employee at an insurance agency, having access to a course for insurance is essential, whether for yourself or your staff. General insurance education is great for new agents during the initial licensing phase, but specialized training is crucial for developing expertise in […]

What is CISR Designation and Why it is Important?

Agency Owner Articles, Agency Staff Articles, Helpful Tips: For Training

Understanding the Certified Insurance Service Representative (CISR) Designation The Certified Insurance Service Representative (CISR) designation is a widely recognized certification in the insurance industry. Offered by the CISR National Alliance, it is designed to provide insurance professionals with a structured approach to learning about coverage, risk management, and customer service. The CISR program helps agents […]

The Role of an Insurance Account Manager: Responsibilities, Skills, and Career Insights

Agency Staff Articles, Helpful Tips: For Onboarding

Understanding the Role of an Insurance Account Manager Image depicting the meaning of what an account manager does An insurance account manager, sometimes referred to as a CSR (insurance customer service representative), insurance account coordinator, or insurance relationship manager, plays a crucial role in maintaining strong client relationships and ensuring policyholders receive the service they […]

Understanding the CG 2404 Endorsement

Agency Owner Articles, Agency Staff Articles, Coverage Article

What is the CG 2404 Endorsement? The CG 2404, also known as Waiver of Transfer of Rights of Recovery Against Others to Us, is a commonly used waiver of subrogation endorsement (WOS endorsement) in commercial general liability (CGL) policies. This waiver of subrogation form allows the named insured to waive their insurer’s right to subrogate […]