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How to Complete the Acord 27 – Certificate of Insurance
Agency Staff Articles, Helpful Tips: For Employees, Helpful Tips: For Training
What is an ACORD 27 Form? When you start working in insurance, it’s vital to get familiar with the forms and applications used in your Agency Management System (AMS). You’ll use these documents daily to manage client information and provide proof of insurance. Read on to learn more about the forms like an ACORD 27 […]
Total CSR Case Study – From Food Service to Insurance in Less Than 30 Days!
Agency Owner Articles, Helpful Tips: For Hiring, Helpful Tips: For Training
Total CSR followed Lei, a new account manager at Goodman Insurance, as she went through licensing, training, and assessments with Total CSR. Watch how going through our training enabled Lei to outperform industry pros with years of experience!
Do Professional Designations Really Matter?
Agency Owner Articles, Helpful Tips: For Leadership, Helpful Tips: For Training
In this episode, Justin and Jordan discuss the various factors agency leaders should consider when developing organization wide goals. They also weigh the pros and cons of the different options available for insurance education and debate the value of professional designations. Beverage: Whiskey Sour Part 1: What should agencies consider when determining goals for the […]
3 Steps Every Agency Must Take to Effectively Train New Employees
Agency Owner Articles, Helpful Tips: For Training
What Every Agent Needs to Know about Insurance Education
Agency Staff Articles, Helpful Tips: For Employees, Helpful Tips: For Training
4 Keys to Learning and Development in a Remote Workplace
Agency Owner Articles, Helpful Tips: For Training
In the past, in-person training worked well at most insurance agencies. However, with remote work on the rise over the past few years and a significant spike as a result of COVID-19, in-person training may no longer be the best option. Regardless of location, employees will still need training. How can agencies accommodate this […]
Commercial Insurance Classes Online
Agency Owner Articles, Helpful Tips: For Training
Commercial Insurance Agent Training
Agency Owner Articles, Helpful Tips: For Training
Level Up Insurance Training Through Video
Agency Owner Articles, Helpful Tips: For Training
When was the last time you used YouTube to research a topic or find “how-to” instructions? If you are anything like the rest of the world, you most likely looked something up today. Video is quickly becoming the most common way Millennials and Gen Z consume information and the percentage rises exponentially every year. […]
How To Train Insurance Agents?
Agency Owner Articles, Helpful Tips: For Training
New insurance agents receive vocational training from their employer before they are hired. Participants in a pre-licensing course learn which insurance policies they want to sell and apply for, and they also receive training in sales strategies. The session usually lasts a few days or longer and covers topics that appear on the state admissions […]