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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 […]
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 […]