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How to Complete the Acord 126 for Insurance
Agency Staff Articles, Helpful Tips: For Employees, Helpful Tips: For Training
What is the ACORD 126 Form? As you embark on your insurance career, it’s important to get comfortable with the applications found in your Agency Management System (AMS). Below, you’ll learn more about the ACORD application you’ll use regularly to manage client data, including the essential ACORD 126 form. ACORD forms are widely accepted documents […]
ACORD 163 Form: Your Guide to Commercial Auto Insurance
Agency Staff Articles, Helpful Tips: For Employees, Helpful Tips: For Training
What is an ACORD 163 Form? As you begin a career in insurance, it’s vital to become familiar with the applications used in your Agency Management System (AMS). Below, you’ll find more details about the tools you’ll use every day to manage applicant information, including the driver schedule app for commercial auto insurance. The ACORD […]
How to Complete the ACORD 129 Form
Agency Staff Articles, Helpful Tips: For Employees, Helpful Tips: For Training
What is an ACORD 129? As you begin a career in insurance, it’s crucial to familiarize yourself with the applications used in the Agency Management System (AMS). This article will delve into the details of the ACORD forms you’ll be using daily to manage client information, with a special emphasis on the ACORD 129 form […]
How to Complete the Acord 27 – Certificate of Insurance
Agency Staff Articles, Helpful Tips: For Employees, Helpful Tips: For Training
What is an ACORD 27 Form? When you start working in insurance, it’s vital to get familiar with the forms and applications used in your Agency Management System (AMS). You’ll use these documents daily to manage client information and provide proof of insurance. Read on to learn more about the forms like an ACORD 27 […]
How to Deal With Workplace Dilemmas
Agency Staff Articles, Helpful Tips: For Employees
The day to day operations of an agency can be full of complications of varying degrees. Often it is interpersonal relationships or difficult workplace situations. Both can cause internal and external conflict. It can seem at times that there is no right answer, and even finding the right next step can seem like a losing […]
Total CSR Case Study – From Food Service to Insurance in Less Than 30 Days!
Agency Owner Articles, Helpful Tips: For Hiring, Helpful Tips: For Training
Total CSR followed Lei, a new account manager at Goodman Insurance, as she went through licensing, training, and assessments with Total CSR. Watch how going through our training enabled Lei to outperform industry pros with years of experience!
How Can My Small Agency Attract Talent Without The Budget of Larger Firms?
Agency Owner Articles, Helpful Tips: For Hiring, Helpful Tips: For Leadership
Hiring is hard! Learn helpful tips from real agency owners, Justin and Jordan Goodman, on how to hire top talent without a huge budget in this episode of the Independent Agent. Part 1: The account manager does the work and the producer gets paid for it Intermission: Justin tries Green Flash – West Coast IPA […]
How to Keep a Top Producer From Causing Agency Turnover Problems
Agency Owner Articles, Helpful Tips: For Leadership
Part 1: The top producer is causing major staff turnover issues Intermission: Justin tries Lagavulin 16 Part 2: An account manager has to hand bad news to the insured, and it was the agency’s fault
My New Hire Won’t Stop Talking About His Old Agency, And It’s Killing Morale
Agency Owner Articles, Helpful Tips: For Leadership, Helpful Tips: For Onboarding
Justin and Jordan offer helpful tips to insurance agency owners on managing relationships and agency culture in this episode of the Independent Agent. Check out the details below! Part 1: A new hire wants to keep talking about the ways they did things at their old agency. Intermission: Justin tries a Grapefruit Goodman Part 2: […]
What Should Agencies Do When a System Conversion Does Not Go as Planned?
Agency Staff Articles, Helpful Tips: For Employees
In this episode Justin & Jordan discuss the steps agencies can take when working through obstacles encountered during an agency management system conversion. They also share thoughts on how a new employee can create the resources they need that will set them up for success in their role. Beverage: Haley’s Sangria Part 1: How can […]