BlogHelpful Tips: For Hiring
Insurance 101: What New Hires Need to Know
Boost your career and understanding with Insurance 101. Learn essential insurance fundamentals and discover the opportunities waiting for you.
Essential Resources & Blogs for Insurance Agency Success
Get helpful resources, guides, content, and podcasts on insurance, agency ownership, and more by visiting our insurance agency blog and resource center.
163 results in Helpful Tips: For Employees or Helpful Tips: For Leadership or Helpful Tips: For Training · page 2 of 7
GuidesAgency Staff Articles
How to Complete the ACORD 25 Certificate of Liability
Learn how to fill out the Acord 25 Certificate of Liability Insurance Form accurately. Enhance your expertise as an insurance profesional!
BlogAgency Owner Articles
Commercial Insurance Classes Education: Enhance Your Expertise Today
Boost your agency’s success with expert commercial insurance education. Learn key coverages, risk assessment, and advanced training. Enroll today!
BlogAgency Owner Articles
What is CISR Designation and Why it is Important?
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
The Role of Account Executive in Insurance Agencies: Understanding the Insurance Account Executive
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
How to Complete the Acord 130 for Insurance: Step-by-Step Guide + Fillable Form
The Acord 130 form (or Workers Compensation Application) captures policy information specific to worker's compensation. Learn how to complete it here.
GuidesAgency Staff Articles
How to Complete the Acord 125
The Acord 125 form, or Commercial Insurance Application, is used to record general client information. Learn how to complete the form here.
BlogHelpful Tips: For Training
Where You Can Find the Best Property Insurance Training
Explore top property insurance training options. Gain expertise in underwriting, claims, and policy interpretation to advance your career.
BlogHelpful Tips: For Employees
What's the Difference Between an Occurrence vs Claims Made Form?
Understand occurrence vs. claims-made insurance forms with practical insights for professionals in medical malpractice and liability coverage decisions.
GuidesAgency Staff Articles
How to Complete the Acord 126 for Insurance
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
ACORD 163 Form: Your Guide to Commercial Auto Insurance
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
How to Complete the ACORD 129 Form
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
The Primary and Non-Contributory Endorsement: What It Means and Why It Matters
Learn how the Primary and Noncontributory Endorsement clarifies insurance coverage and meets contract requirements in liability policies.
BlogHelpful Tips: For Training
Understanding the Purpose of Auto Symbol 7 on the Business Auto Policy
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 – Certificate of Insurance
Discover how to complete the ACORD 27 certificate of insurance for property coverage. Master essential details now—read on for expert tips! Get started now!
PodcastsAgency Owner Articles
Total CSR Case Study: From Food Service to Insurance in 30 Days
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
How Can Small Agencies Attract Talent on a Smaller Budget?
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 Owner Articles
How to Prevent Top Producers from Causing Agency Turnover
Learn strategies to prevent top producers from causing turnover issues in your insurance agency: establish clear expectations, foster transparency, and promote collaboration to maintain a healthy team dynamic.
PodcastsAgency Owner Articles
New Hire's Talks About Old Agency Impacting Morale
Addressing a new hire's constant comparisons to their previous agency is crucial to maintaining team morale. Implementing structured onboarding, setting clear expectations, and fostering open communication can help integrate the new employee effectively and preserve a positive work environment.
PodcastsAgency Staff Articles
What to Do When a System Conversion Fails to Go as Planned
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
Do Professional Designations Really Matter?
Explore the significance of professional designations in the insurance industry: understand their role in enhancing credibility, career advancement, and client trust.
PodcastsAgency Owner Articles
Paying the SIR on an E&O Claim Caused by My Account Manager
Understand the implications of paying the Self-Insured Retention (SIR) on an Errors & Omissions (E&O) claim caused by your account manager. Explore industry practices and considerations in this insightful discussion.
PodcastsAgency Staff Articles
Balancing New Business and Quote-to-Bind Ratio
https://totalcsr.com/insurance-agency-blog/a-producer-tries-to-find-the-balance-between-new-business-activity-and-quote-to-bind-ratio/
PodcastsAgency Owner Articles
What To Do When Processes and Personalities Don’t Mix
When agency processes clash with individual personalities, it's essential to streamline workflows and appreciate diverse strengths. Implementing structured procedures and fostering mutual respect can enhance team cohesion and efficiency.
