Essential Resources & Blogs for Insurance Agency Success

Managing Employees Through a Crisis

Agency Owner Articles, Helpful Tips: For Leadership

Agency leaders and employees alike are facing an increasing amount of pressure in all areas of life. Not only that, but there are also more and more distractions that take attention away from handling that pressure. Employees may find it easier to bottle up these issues and not deal with them.  Unfortunately, attempting to hide stress will […]

Successfully Managing a Multi-Generational Agency

Agency Owner Articles, Helpful Tips: For Leadership

Insurance agencies across the US are facing an unprecedented challenge as there are currently more generations in the workforce than ever before.  As the retirement age rises, there are more workers, both full time and part-time, in their 60s, 70s and even 80s.  At the same time, a new generation in their early 20’s is […]

Leading Your Agency Through the Unknown: Overcoming Fear in Leadership

Agency Owner Articles, Helpful Tips: For Leadership

Most, if not every, agency owner would take a crystal ball if they had the opportunity.  The ability to see into the future, play through different decisions, and  control how everything turns out would make life so much easier.  To have the foresight that allows us to make strategic decisions that lead to the very […]

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 […]

Effective Change Management For Insurance Agencies

Agency Owner Articles, Helpful Tips: For Leadership

The idea of change in the workplace, or change management is a popular topic of discussion, but not quite as popular from an implementation standpoint. Change is part of our daily lives and certainly applies to running a successful insurance agency. The rate of change in the insurance industry is at an all-time high, and […]

3 Ways to Help Employees Avoid Job Burnout

Agency Owner Articles, Helpful Tips: For Leadership

The insurance industry can be very demanding as employees try to juggle client, company and coworker relationships as well as process large amounts of coverage and business information all at the same time. Trying to manage all these different aspects within a job can be extremely stressful. According to a 2017 study, a job in insurance […]

4 Strategies to Help Your Agency Navigate COVID-19

Agency Owner Articles, Helpful Tips: For Leadership

Three Driving Principles to Inspire Customer Loyalty

Agency Owner Articles, Helpful Tips: For Employees

Whether you work in the insurance industry or any other industry, several key attributes are critical to future business growth. Some of the more prominent are achieving product-market fit, hiring great talent, and offering stellar customer service. Nonetheless, one of the most important (and even underrated) attributes is customer loyalty. Creating a tribe of raving fans […]

7 Ways Top Agencies Leverage Culture to Fight Turnover Problems

Agency Owner Articles, Helpful Tips: For Leadership

The success of an agency is measured not only by profits and topline growth, but also in how the employees of the agency feel about the company. In recent years “culture” has become a buzz word in the business world, but this does not make it any less critical. Thriving insurance agencies recognize the value of […]