Essential Resources & Blogs for Insurance Agency Success

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 […]

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 […]