Essential Resources & Blogs for Insurance Agency Success

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

What Every Account Manager Should Do When Asking for a Raise

Agency Staff Articles, Helpful Tips: For Employees

There can often be tension between account managers and producers.  This can be caused by a combination of workloads and wage disparity between the two roles.   If anyone is finding that they are shouldering the majority of the work and not being fairly compensated for their efforts, it’s only natural that they may start […]

What Every Agent Needs to Know about Insurance Education

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

Attract Top Talent with Career Roadmapping

Agency Owner Articles, Helpful Tips: For Hiring

Winter Got You Down?

Agency Staff Articles, Helpful Tips: For Employees

Drastically Improve Your Onboarding Program by Making These 2 Changes

Agency Owner Articles, Helpful Tips: For Onboarding

Drastically Improve Your Onboarding Program by Making These 2 Changes Inevitably, agencies are going to have their new hires sit at a desk and watch another CSR perform his or her/job duties – and they’ll call this “onboarding.” It’s a necessary, but often ill-conceived attempt at a comprehensive onboarding process, but we know that there’s […]

3 GL Endorsements That Generalist Agents Overlook When Dealing With Contractors

Agency Staff Articles, Helpful Tips: For Employees

3 GL Endorsements That Generalist Agents Overlook When Dealing With Contractors Many agencies have a portion of their client base performing construction operations, and while the premium and resulting commissions can be good for the agency, there are several exclusions involved that can potentially leave a client high and dry when a claim arises. It’s […]