Essential Resources & Blogs for Insurance Agency Success

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

The Primary and Non-Contributory Endorsement: What It Means and Why It Matters

Coverage Article, Helpful Tips: For Training

Why the Primary and Non-Contributory Endorsement Matters in Insurance and What it Means Insurance professionals often encounter situations where determining the order of coverage can be challenging. The primary and non-contributory endorsement clarifies which insurance policy responds before any other insurance. Understanding the primary insured meaning, how primary and non-contributory insurance functions, and potential pitfalls can reduce disputes when several insurance […]

CG 20 37: Additional Insured for Completed Operations

Agency Staff Articles, Coverage Article

CG 20 37 Explained: Additional Insured Status for Completed Operations The CG 20 37, particularly the latest version CG 20 37 12/19, is a crucial additional insured endorsement form often requested by project owners and general contractors in the insurance industry. This CG 20 37 endorsement, part of the family of additional insured forms developed […]

Understanding the Purpose of Auto Symbol 7 on the Business Auto Policy

Coverage Article, Helpful Tips: For Training

Symbol 7 Auto Coverage and Scheduled Vehicles Vehicles insured under a business auto policy, demonstrating the importance of understanding Auto Symbol 7 as explained in the article. The term symbol 7 auto coverage indicates that a business auto policy covers only the specific autos listed by the insurer. This approach helps businesses looking to control […]

My New Hire Won’t Stop Talking About His Old Agency, And It’s Killing Morale

Agency Owner Articles, Helpful Tips: For Leadership, Helpful Tips: For Onboarding

Justin and Jordan offer helpful tips to insurance agency owners on managing relationships and agency culture in this episode of the Independent Agent. Check out the details below! Part 1: A new hire wants to keep talking about the ways they did things at their old agency. Intermission: Justin tries a Grapefruit Goodman Part 2: […]

How Do I Maximize My First 12 Months in the Insurance Industry?

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

Whether you are entering the insurance industry for the first or second time, Justin and Jordan Goodman have some tidbits of wisdom to share with you in this episode of the Independent Agent. Cocktails: Justin tries a Paloma Part 1: An employee received an opportunity outside of the industry, but wants to know how easy […]

How to Prevent a New Hire from Disrupting Your Culture

Agency Owner Articles, Helpful Tips: For Onboarding

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 […]

Leveraging the Power of Onboarding

Agency Owner Articles, Helpful Tips: For Onboarding

How Well-Executed Onboarding Springboards Employee Success

Agency Owner Articles, Helpful Tips: For Onboarding

How Well-Executed Onboarding Springboards Employee Success The problem with modern employee onboarding is that employers tend to turn the process into an orientation. Robin Erickson, one of the leading experts in the talent acquisition industry, says that often instead of true onboarding employees end up going through, “a two- or three-day whirlwind of compliance-related paperwork, […]