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91 results in Helpful Tips: For Employees or Helpful Tips: For Hiring or Helpful Tips: For Training · page 2 of 4
BlogHelpful Tips: For Training
Installation floater vs builders risk: what each covers, who buys it, when coverage starts and ends, and how agents spot gaps on a construction project.
GuidesAgency Staff Articles
A section-by-section guide to the ACORD 127 business auto section: drivers, vehicles, coverages, additional interests, and the forms that go with it.
BlogHelpful Tips: For Training
The ISO basic causes of loss form CP 10 10 explained: the 11 named perils it covers, how it compares with broad and special form, and when agents use it.
BlogHelpful Tips: For Hiring
Insurance 101 for new agency hires: how insurance works, common coverage types, health plan basics, and the terminology you will use with clients in week one.
GuidesAgency Staff Articles
Learn how to fill out the Acord 25 Certificate of Liability Insurance Form accurately. Enhance your expertise as an insurance profesional!
BlogAgency Owner Articles
How to choose commercial insurance education for your agency: training options, what a good course covers, CIC Commercial Property study, and FAQs.
BlogAgency Owner Articles
Certified Insurance Service Representative (CISR) is a certification/designation program for insurance agents who want to provide the best customer service.
BlogHelpful Tips: For Training
Discover how the role of an account executive in insurance manage client relationships and provide policy solutions to drive success in agencies.
GuidesAgency Staff Articles
A step-by-step guide to the ACORD 130 workers' compensation application: applicant details, rating worksheet, experience mod, loss history, and state forms.
GuidesAgency Staff Articles
A section-by-section guide to the ACORD 125 commercial application: what to gather, what each section asks, and which ACORD forms go with it.
BlogHelpful Tips: For Training
Explore top property insurance training options. Gain expertise in underwriting, claims, and policy interpretation to advance your career.
BlogHelpful Tips: For Employees
Occurrence vs claims made form explained for agency staff: coverage triggers, retroactive dates, tail coverage, ISO CG 00 01 vs CG 00 02, and pricing.
GuidesAgency Staff Articles
Learn How to Complete the Acord 126 Form with our comprehensive step-by-step guide. Understand the submission process for general liability
GuidesAgency Staff Articles
Learn how the ACORD 163 simplifies commercial auto driver info. Discover key tips, streamline your process, and start mastering ACORD 163 today!
GuidesAgency Staff Articles
Learn how the Acord 129 Vehicle Schedule Form organizes essential auto insurance details. Explore key steps for properly completing this document.
BlogHelpful Tips: For Training
What primary and noncontributory means, how ISO CG 20 01 sets the order of coverage for additional insureds, and what agencies should check on contracts and COIs.
BlogHelpful Tips: For Training
Learn everything about Auto Symbol 7, its purpose in business auto policies, and how it impacts commercial auto insurance coverage.
GuidesAgency Staff Articles
How to complete the ACORD 27 evidence of property insurance section by section, when to use it instead of the ACORD 25 or 28, and common errors to avoid.
PodcastsAgency Owner Articles
Discover how Total CSR's training program enabled Lei, a new account manager at Goodman Insurance, to transition from food service to insurance in under 30 days, outperforming industry veterans.
PodcastsAgency Owner Articles
Discover effective strategies for small insurance agencies to attract top talent without a large budget: emphasize company culture, offer flexible work options, and provide clear career advancement paths.
PodcastsAgency Staff Articles
When an insurance agency's system conversion doesn't go as planned, it's crucial to address the issues promptly. Implementing a structured response plan, including data validation, staff training, and vendor collaboration, can help mitigate risks and ensure a smoother transition.
PodcastsAgency Owner Articles
Explore the significance of professional designations in the insurance industry: understand their role in enhancing credibility, career advancement, and client trust.
PodcastsAgency Staff Articles
https://totalcsr.com/insurance-agency-blog/a-producer-tries-to-find-the-balance-between-new-business-activity-and-quote-to-bind-ratio/
PodcastsAgency Staff Articles
Explore innovative prospecting strategies for insurance agencies beyond traditional methods. Learn how to leverage digital tools, partnerships, and niche marketing to effectively find new clients.
