Essential Resources & Blogs for Insurance Agency Success

How to Complete the ACORD 129 Form

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

What is an ACORD 129? As you begin a career in insurance, it’s crucial to familiarize yourself with the applications used in the Agency Management System (AMS). This article will delve into the details of the ACORD forms you’ll be using daily to manage client information, with a special emphasis on the ACORD 129 form […]

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 noncontributory endorsement clarifies which insurance policy responds before any other insurance. Understanding the primary insured meaning, how primary and noncontributory 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 […]

Total CSR Case Study: From Food Service to Insurance in 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 Essential Steps for Effectively Training New Employees in Agencies

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