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Articles, podcasts, videos, and industry guides to support
you and your insurance agency
Agency Owner Articles, Helpful Tips: For Training
When was the last time you used YouTube to research a topic or find “how-to” instructions? If you are anything like the rest of the world, you most likely looked something up today. Video is quickly becoming the most common way Millennials and Gen Z consume information and the percentage rises exponentially every year. […]
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 […]
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 […]
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 […]
Agency Owner Articles, Helpful Tips: For Leadership
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 […]
Agency Staff Articles, Helpful Tips: For Employees
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 […]
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. […]
Helpful Tips: For Employees
Understanding the Difference Between Admitted and Non-Admitted Insurance Companies Working in the insurance industry, you may come across terminology that appears simple on the surface, yet has much more nuance than initially anticipated. For instance, newer agents sometimes struggle to determine the difference between admitted and non-admitted insurance companies. While some agents may believe that […]