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.
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.
128 results in Helpful Tips: For Leadership or Helpful Tips: For Training · page 2 of 6
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
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
How to Complete the ACORD 125
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
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.
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 Noncontributory Endorsement: What It Means and Why It Matters
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
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
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
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 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 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.
PodcastsAgency Owner Articles
The Struggle to Understand AMS Reports
Agency leaders often face challenges in interpreting complex reports from their Agency Management System (AMS). This episode explores strategies to translate data into actionable insights and discusses the importance of standardized access across the team.
PodcastsAgency Owner Articles
How Do I Prepare for Opening My Own Agency?
Discover expert insights on transitioning from agency employee to owner. Learn about essential tools, resources, and strategies to successfully launch your own insurance agency.
PodcastsAgency Owner Articles
Telling an Employee They Need Deodorant
Learn how to address body odor issues with employees respectfully while maintaining a professional workplace.
PodcastsAgency Owner Articles
Reenergizing a Team That's Checked Out
Discover effective strategies to reenergize a disengaged insurance team. Learn how to foster engagement through open communication, recognition, and professional development.
PodcastsAgency Owner Articles
Identifying Ineffective Parts of the Sales Process
Discover how insurance agencies can identify and fix inefficiencies in their sales process for better results.
PodcastsAgency Owner Articles
What to Do When a VIP Employee Retires and Client Relationships Are at Risk?
Safeguard client relationships when a VIP employee retires by implementing proactive succession planning, transparent communication, and comprehensive knowledge transfer.
