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GuidesAgency Owner Articles
Learn how buyers value an insurance agency with EBITDA multiples and DCF, what moves the multiple, and how stronger operations raise your agency's worth.
GuidesAgency Owner Articles
Eight practical ways agency owners can raise insurance agent productivity: better training, structured onboarding, less admin work, clear goals and the right metrics.
BlogAgency Staff Articles
What a TPA does for self-funded benefit plans, workers' compensation, and liability programs; who carries the risk; and what agents should check before a client signs.
BlogAgency Staff Articles
Five common myths about the extended reporting period, or tail coverage, on claims-made policies, with how the basic and supplemental ERP work and what to tell clients.
BlogAgency Staff Articles
When employees encounter difficulties, there is a tendency to ignore them and move on. While avoiding problems feels like the more comfortable option in the moment, it can build up and cause more significant issues in the future.
BlogHelpful Tips: For Employees
Compare cyber insurance designations like the PLUS CPLP, ACRM, Chubb CCIC, CyRM and IAPP CIPP: who issues each one, who it suits and how to choose.
BlogHelpful Tips: For Employees
What the IRMI CRIS designation covers, the five required courses, current cost, renewal rules and how agents, CSRs and risk managers use it with contractors.
BlogHelpful Tips: For Employees
What incurred losses are, how paid amounts and reserves combine on a loss run, a worked example, and how to explain the numbers to clients.
BlogHelpful Tips: For Employees
How to build a health insurance specialist career at an agency after licensing: daily duties, how the role differs from billing, training, and designations.
BlogHelpful Tips: For Training
What exposure means in insurance, the main types of loss exposures, how exposure bases drive premium, and a review checklist for account managers.
BlogHelpful Tips: For Employees
Coverage E is homeowners personal liability. Learn what it pays, how it differs from Coverage F, key exclusions, and when to recommend an umbrella policy.
BlogAgency Owner Articles
How California WCIRB class codes are assigned, the five classification mistakes brokers make most, and how to search, document, and dispute codes.
BlogAgency Owner Articles
The aleatory insurance definition in plain terms: why premiums and benefits are unequal, how it differs from adhesion and unilateral contracts, and FAQs.
BlogAgency Owner Articles
How to grow an insurance agency: set clear goals, keep and round out accounts, earn referrals, market with focus, track the right numbers and train your team.
BlogAgency Owner Articles
A practical guide to insurance agency BPO: which tasks to outsource, which to keep in-house, how to vet a provider, and how to plan the transition.
BlogAgency Owner Articles
Accelerate your insurance agency's growth with marketing strategies from successful agency owners. Learn more from our guide here.
BlogHelpful Tips: For Onboarding
How contractual liability works in the CGL: the insured contract definition, the contractual liability exclusion, defense of an indemnitee, and what to review.
BlogHelpful Tips: For Onboarding
What a risk retention group is, how the Liability Risk Retention Act lets an RRG write liability in every state, and the pros and cons agents should explain.
GuidesAgency Staff Articles
The insurance industry allows agents to earn many professional designations, but it can get confusing with so many designations. See our full guide here.
BlogAgency Staff Articles
Advance your insurance career by learning about the AINS designation. Find out how it enhance professional growth and equip you with skills.
BlogAgency Owner Articles
Compare the best software solutions for insurance agencies in 2026: agency management, CRM, rating, training and compliance tools, plus how to choose.
BlogAgency Staff Articles
Learn from Total CSR what a Loss Run Report is, why it’s necessary, and how insurance agencies should handle them.
GuidesAgency Staff Articles
A step-by-step guide to the ACORD 36 broker of record change form: what to gather, how to fill out each section, and how to submit it to the carrier.
BlogAgency Staff Articles
Discover how an insurance certificate template streamlines workflows, minimizes errors, improves efficiency, and boosts client satisfaction.
