Essential Resources & Blogs for Insurance Agency Success

Making the Most of Your 1st Year in Insurance

Agency Staff Articles, Helpful Tips: For Employees

Starting a new job in an insurance agency can create a full range of emotions. It is reasonable to feel like there is a lot to learn and unsure of where to start. And while all of this may feel a little unsettling and intimidating, the good news is that you’ve come to the right […]

How to Leave & Return to A Career In Insurance

Agency Staff Articles, Helpful Tips: For Employees

How To Approach Diversity & Inclusion in Your Agency

Agency Owner Articles, Helpful Tips: For Leadership

The insurance industry has been characterized in many less than complimentary ways over its time in existence.  Sayings like “stale, pale and male” and “Good Old Boys Club” are descriptions that have influenced opinions within the industry as well as the perception of those outside the industry.  The truth is it is an industry that […]

How to Deal With Workplace Dilemmas

Agency Staff Articles, Helpful Tips: For Employees

About the Author Justin Goodman has spent the past 20 years in insurance. He is the co-founder and CEO of Total CSR and co-founder and Managing Director of Project 55. By the age of 29, he was recognized as one of the top five construction insurance experts nationwide by Risk and Insurance Magazine. He also […]

Making the Most of Marketing for Your Agency

Agency Owner Articles, Helpful Tips: For Leadership

Brand awareness is a critical component to the success of insurance agencies and the agents who work in them. Access to the right marketing can be the difference between reaching your target audience and missing the mark altogether. For marketing to be effective, agencies need to dedicate resources like time, money, and effort. A marketing […]

Finding the Right Fit For Your Agency Dress Code

Agency Owner Articles, Helpful Tips: For Leadership

It does not seem that long ago that the typical insurance agency office was full of men in suits and ties and women in skirts, blouses, and nylons. There has been a substantial shift over the last three decades to a much more casual approach. The push from employees to allow for an even more […]

What to Do When Hygiene Becomes a Problem In the Office

Agency Owner Articles, Helpful Tips: For Leadership

There is a logical expectation that employees in your agency will use a commonsense approach regarding appropriate hygiene and sanitary practices. Your agency very likely has a section in the employee handbook that covers general guidelines about personal hygiene. It is typically a safe assumption that employees will follow it without much discussion required.  Unfortunately, […]

How to Navigate the Path from Service to Sales

Agency Staff Articles, Helpful Tips: For Employees

Building a career in sales in the insurance industry can be extremely lucrative with the potential to make an excellent living.  And while the producer role is not the right one for everyone, if you have the desire and the grit to take a run at a sales position, the payoff can be very rewarding. […]

Unlimited Vacation: Not Always a Day at the Beach

Agency Owner Articles, Helpful Tips: For Leadership

The idea of unlimited vacation gained popularity a few years ago as large corporations like Netflix, Hubspot, and Linked in made national headlines for offering this benefit to employees. And while it may sound like a great option to get the attention of potential new hires, there are many factors to evaluate before adding it […]

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 […]