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Articles, podcasts, videos, and industry guides to support
you and your insurance agency
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 […]
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 […]
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 […]
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 […]
Agency Staff Articles, Helpful Tips: For Employees
3 GL Endorsements That Generalist Agents Overlook When Dealing With Contractors Many agencies have a portion of their client base performing construction operations, and while the premium and resulting commissions can be good for the agency, there are several exclusions involved that can potentially leave a client high and dry when a claim arises. It’s […]
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 […]