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How To Make the Leap from Agency Employee to Owner
Agency Staff Articles, Helpful Tips: For Employees
The path from working in an agency every day for someone else to going it alone as an owner can be exciting and scary all at the same time. While it is not an easy decision and will require a lot of details to make it work, the information below will provide insight into the […]
4 Ways to Avoid Traps of the Agency Bill Process
Agency Owner Articles, Helpful Tips: For Leadership
While most agencies find it necessary to access policies that are only available through an agency bill set up, many can also attest to the headache involved. Having this option available can be valuable for meeting clients’ needs. However, it can become problematic if agencies do not monitor it, and clients take advantage of it. […]
How to Bridge the Benefits Gap in Your Agency
Agency Owner Articles, Helpful Tips: For Leadership
The desire to achieve a balance between projects at work and obligations at home has been a relevant topic of conversation for a long time. When employees can achieve this, they are less stressed and happier with their employer, which usually means they are more productive and more likely to stick with their job. Many […]
Cutting Through Confusing Reports in the AMS
Agency Owner Articles, Helpful Tips: For Leadership
Insurance agencies rely on reports to review and track performance across this organization. Reports provide insight agency leaders need to compare the agency’s current status against its goals and make appropriate strategic decisions to keep the organization progressing forward. The problem that arises, however, is that reports are often difficult to understand and interpret. System-generated […]
4 Ways to Eliminate Confusion in the Submission Process
Agency Owner Articles, Helpful Tips: For Leadership
The new business process is critical to the growth of an agency. However, it can often full of inefficient and inconsistent processes. Without the right tools and guidelines, producers can easily find themselves creating their way of doing things, leaving the next person in the process without all of the necessary details to manage the […]
How to Create Connection in a Socially Distanced World
Agency Owner Articles, Agency Staff Articles, Helpful Tips: For Employees
Quick Tips for Tackling Conflict in the Office
Agency Owner Articles, Helpful Tips: For Leadership
Each employee within an agency is wired differently from the next. Having a staff of individuals who work and think differently can be great when people can collaborate and play off one other’s strengths. However, some individual temperaments can be so contrasting that it can cause friction. When this happens, problems can arise that are […]
How To Avoid the Frustration of the New Business Process
Agency Staff Articles, Helpful Tips: For Leadership
Insurance producers are motivated to generate new business not only from the aspect of securing an income but typically will have a sales goal for the agency they work for. The pressure to meet this goal can often cause producers to pursue a lot of leads without generating profitable results. This type of meaningless activity […]
Is It OK to Date a Coworker?
Agency Staff Articles, Helpful Tips: For Leadership
A job in insurance can sometimes involve long days spent working side by side with other colleagues and sometimes, events in the evening. As coworkers spend more time together, they may begin to share more life experiences and build a personal relationship with one another. This situation can sometimes be the perfect recipe for two […]
What Every Agent Should Do Before Signing an Insurance Producer Agreement
Agency Staff Articles, Helpful Tips: For Employees
The insurance industry is no stranger to contracts. Whether it is contracts with carriers or insuring agreements in policies, contracts dictate a lot of what happens within an agency. Even agents are required to sign a producer agreement before they go to work for an agency. The purpose of the agreement is to […]