Essential Resources & Blogs for Insurance Agency Success

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 […]

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 […]