Blog
Insurance LMS vs. Generic LMS: What Agencies Actually Need
Compare an LMS built for insurance with a generic platform: the content, CE tracking, compliance, and onboarding features agencies actually need.
Essential Resources & Blogs for Insurance Agency Success
Get helpful resources, guides, content, and podcasts on insurance, agency ownership, and more by visiting our insurance agency blog and resource center.
243 articles · page 1 of 11
Blog
Best AI Tools for Insurance Agents in 2026: A Buyer's Guide by Tool Type
Compare seven types of AI tools for insurance agencies, from voice agents to document readers, with watch-outs, seller questions, and a simple way to choose.
Blog
AI for Insurance Agencies: Where It Actually Helps Your Team
Where AI helps CSRs and account managers today, from certificates to renewals and call summaries, and where licensed judgment and review still matter.
Blog
Commercial Lines Account Manager Training: Skills, Curriculum & Timeline
What a new commercial lines CSR or account manager needs to learn, in what order, and a sample 90-day plan for agency leaders who train them.
Blog
Best Insurance Agency Training Software in 2026: How to Compare Your Options
Compare the main types of insurance agency training software, from general LMS tools to insurance-specific platforms, plus the buying criteria that matter.
Blog
Certificate Holder vs. Additional Insured: What's the Difference?
A certificate holder gets proof of coverage. An additional insured gets rights under the policy. Learn the difference and how to handle each COI request.
BlogHelpful Tips: For Leadership
Employee Retention Strategies for Insurance Agencies (2026 Playbook)
Practical employee retention strategies for insurance agencies: how to measure turnover, what makes CSRs and account managers stay, and a 90-day plan to start.
BlogHelpful Tips: For Hiring
Insurance Account Manager Salary and CSR Pay Guide for 2026
Insurance account manager salary and CSR pay data for 2026 from BLS, what drives pay, how to build pay bands, and how CSRs grow into account managers.
BlogHelpful Tips: For Leadership
Why Insurance CSRs Quit (and What to Fix in the First 90 Days)
Why employees quit insurance agency service roles, how CSR burnout starts, and a 90-day plan agency leaders can use to keep new CSRs and account managers.
BlogCoverage Article
Hired and Non-Owned Auto Coverage Explained
What hired and non-owned auto (HNOA) liability covers, how symbols 8 and 9 work, where the coverage stops, and what to ask commercial clients at renewal.
BlogHelpful Tips: For Hiring
The Insurance Agency Hiring Process: A Step-by-Step Playbook
Eight hiring steps for insurance agencies: plan the role, source and screen CSR candidates, interview with structure, run the required checks, and onboard.
BlogHelpful Tips: For Onboarding
New Hire Onboarding Checklist for Insurance Agencies (Free Template)
A practical onboarding checklist for insurance agencies: hiring paperwork, first-week work, licensing steps, a three-month plan, and a free template.
BlogHelpful Tips: For Hiring
Insurance CSR Interview Questions: 25 Customer Service Questions That Predict Success
25 interview questions for insurance CSR candidates, grouped by skill, with what each one reveals, what a strong answer sounds like, and how to score it.
Coverage Article
What is the Difference Between Pro Rata and Flat Rate Cancellation?
Pro rata, flat, and short-rate cancellation compared: how each refund is calculated, when each applies, and what agencies should check before canceling.
Coverage Article
Business Income and Extra Expense Coverage Explained
How business income and extra expense coverage works on the ISO form: what it pays, the 72-hour waiting period, extended business income, and limits.
GuidesCoverage Article
How to Calculate Loss Ratio: A Step-by-Step Guide for Beginners
The loss ratio formula, step by step: which losses and premium to use, a worked example, how it ties to the combined ratio, and mistakes to avoid.
BlogCoverage Article
Understanding the Impact of Gross Written Premium on Insurance Profitability
Discover how gross written premium impacts insurance profitability. Learn its definition, calculation, and why it matters for insurers and brokers.
BlogCoverage Article
Lender's Loss Payable vs Loss Payee: Demystifying the Insurance Jargon
Lender's loss payable vs. loss payee: how each clause on ISO CP 12 18 works, why lenders want independent rights, and what agents should check before issuing.
BlogCoverage Article
How the Law of Large Numbers Insurance Shapes Risk Management Strategies
Discover how the law of large numbers in insurance helps companies predict risks more accurately, set fair premiums, and remain financially stable by relying on probability and large policyholder data.
BlogAgency Owner Articles
The ABC's of SEO Growth for Insurance Agencies
A practical SEO guide for insurance agencies: know your audience, build a sound technical and local foundation, and publish content for search and AI.
BlogAgency Staff Articles
Reservation of Rights Letter: Essential Insights for Insurance Professionals
Learn what a reservation of rights letter is, why insurers send it, and how it affects policyholders. Discover key components, examples, and response tips.
BlogCoverage Article
Coverage C Homeowners Insurance: What Your Insured Needs to Know
Learn what Coverage C homeowners insurance includes, exclusions, and limits. Discover how personal property insurance protects belongings and coverage options.
BlogAgency Staff Articles
Expense Ratio Insurance vs. Loss Ratio: What's the Difference?
: Learn the difference between expense ratio insurance and loss ratio. Discover how both impact profit margins and financial health of insurers.
BlogAgency Staff Articles
Non-Admitted Carrier vs. Admitted: Which Option is Right for Your Insured
Learn what a non admitted insurer is, how it differs from admitted insurance, and when each option fits your risk management needs. Discover insights for brokers.
