Essential Resources & Blogs for Insurance Agency Success

Articles, podcasts, videos, and industry guides to support
you and your insurance agency

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 […]

Mentors: Invaluable to All Stages of an Insurance Career

Agency Owner Articles, Helpful Tips: For Leadership

By: Olivia Schmitt I recently read an article on Forbes.com in which Roger Martin, noted as a “top management thinker” was interviewed for the advice he would give people early on in their career.   It was a quick read with a lot of great insight that I think could apply to different career stages. […]

InsureTech Connect: An Opportunity to Meet Game-Changers in the Insurance

Agency Owner Articles

InsureTech Connect: An Opportunity to Meet Game-Changers in the Insurance Industry Working in the insurance industry, it may seem like you could spend every weekend attending a conference, meetup, or get together. There is always something new to learn and new people to meet. But having said that, there is one upcoming conference that brings […]

Drastically Improve Your Onboarding Program by Making These 2 Changes

Agency Owner Articles, Helpful Tips: For Onboarding

Drastically Improve Your Onboarding Program by Making These 2 Changes Inevitably, agencies are going to have their new hires sit at a desk and watch another CSR perform his or her/job duties – and they’ll call this “onboarding.” It’s a necessary, but often ill-conceived attempt at a comprehensive onboarding process, but we know that there’s […]

When in Doubt Deploy Empathy

Agency Owner Articles, Helpful Tips: For Leadership

When in Doubt Deploy Empathy Men and women are constantly battling to achieve a work/life balance. And the problem with this ongoing battle is that it is often defined differently by the organization and each of its employees. I am not saying that you have to redefine how your agency views its work/life balance, but […]

Why Practitioners Are the Most Effective Leaders in Insurance Agencies

Agency Owner Articles, Helpful Tips: For Leadership

True Leaders are Doers: Why Practitioners Are the Most Effective Leaders Leading an insurance agency is not an easy task. You have to be part sales manager, part cheerleader, and part master strategist. You are constantly being pulled in dozens of different directions at one time. While you can read a new book about leadership […]

Make the Most of New Hire Trial Periods

Agency Owner Articles, Helpful Tips: For Hiring

The High Costs of Turnover

Agency Owner Articles, Helpful Tips: For Leadership