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How to Complete the ACORD 140 for Commercial Property Insurance
Agency Staff Articles, Helpful Tips: For Employees, Helpful Tips: For Training
What is an ACORD 140 form? Starting a career in insurance means getting comfortable with applications used in an Agency Management System (AMS). This includes developing familiarity with various forms such as the commercial property ACORD 140 form. ACORD forms are universally recognized documents that contain information which most, if not all, insurance carriers require […]
How to Complete the ACORD 127 for Commercial Auto Insurance
Agency Staff Articles, Helpful Tips: For Employees, Helpful Tips: For Training
What is an ACORD 127 form? If you’re starting out in insurance, you’ll need to become familiar with the applications used in your Agency Management System (AMS), especially ACORD Forms. Also known as the commercial auto acord, the ACORD 127 is focused on securing insurance for business autos. It gathers general information like driver information, vehicle […]
Insurance 101: What New Hires Need to Know
Helpful Tips: For Hiring, Helpful Tips: For Training
Understanding Insurance 101 as a New Hire Starting a career in insurance can feel daunting, so this guide aims to provide straightforward, detailed insights that help newcomers succeed. In this article, we’ll touch on everything from fundamental terminology to industry trends, practical advice, and training requirements—all while using the keyword Insurance 101 as our framework. […]
How to Complete the ACORD 25 Certificate of Liability
Agency Staff Articles, Helpful Tips: For Employees, Helpful Tips: For Training
What is an ACORD 25 form? Starting a career in insurance means getting to know the forms and applications you’ll use daily in your Agency Management System (AMS). Read on for details about the documents, such as the the Acord 25 form, you’ll rely on each day to manage client information and insurance policies. The Acord […]
What is CISR Designation and Why it is Important?
Agency Owner Articles, Agency Staff Articles, Helpful Tips: For Training
Understanding the Certified Insurance Service Representative (CISR) Designation The Certified Insurance Service Representative (CISR) designation is a widely recognized certification in the insurance industry. Offered by the CISR National Alliance, it is designed to provide insurance professionals with a structured approach to learning about coverage, risk management, and customer service. The CISR program helps agents […]
The Role of an Insurance Account Manager: Responsibilities, Skills, and Career Insights
Agency Staff Articles, Helpful Tips: For Onboarding
Understanding the Role of an Insurance Account Manager Image depicting the meaning of what an account manager does An insurance account manager, sometimes referred to as a CSR (insurance customer service representative), insurance account coordinator, or insurance relationship manager, plays a crucial role in maintaining strong client relationships and ensuring policyholders receive the service they […]
Understanding the CG 2404 Endorsement
Agency Owner Articles, Agency Staff Articles, Coverage Article
What is the CG 2404 Endorsement? The CG 2404, also known as Waiver of Transfer of Rights of Recovery Against Others to Us, is a commonly used waiver of subrogation endorsement (WOS endorsement) in commercial general liability (CGL) policies. This waiver of subrogation form allows the named insured to waive their insurer’s right to subrogate […]
Understanding the ACORD 130 Workers Compensation Application Form
Agency Staff Articles, Helpful Tips: For Employees, Helpful Tips: For Training
What Is an ACORD 130 Form? If you’re beginning a career in insurance, it’s important to learn about the applications like the ACORD 130 used in the Agency Management System (AMS). ACORD forms, created by the ACORD Corporation, are standardized documents recognized across the insurance industry. They include all the details insurers require to issue […]
How to Complete the Acord 125
Agency Staff Articles, Helpful Tips: For Employees, Helpful Tips: For Training
What is an Acord 125 form? If you’re starting a career in insurance, it’s important to get comfortable with the applications used in an Agency Management System (AMS). In this article, we’ll explore the ACORD forms and specifically the ACORD 125 form. The ACORD 125 form, also referred to as the ACORD commercial insurance application […]
What’s the Difference Between an Occurrence vs Claims Made Form?
Coverage Article, Helpful Tips: For Employees
Understanding Occurrence vs. Claims-Made Insurance Policies A professional signing an insurance policy document. Insurance professionals often face decisions that affect policy coverage and risk management. Understanding the difference between claims-made vs occurrence forms is a critical part of these decisions. This article explains the distinctions between these two forms, offering clarity on occurrence based vs […]