Essential Resources & Blogs for Insurance Agency Success

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156 results in Agency Owner Articles or Helpful Tips: For Training · page 3 of 7

  • 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.

    Trenton Berry

  • 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.

    Trenton Berry

  • 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.

    Trenton Berry

  • 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.

    Trenton Berry

  • PodcastsAgency Owner Articles

    Telling an Employee They Need Deodorant

    Learn how to address body odor issues with employees respectfully while maintaining a professional workplace.

    Trenton Berry

  • 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.

    Trenton Berry

  • PodcastsAgency Owner Articles

    Addressing Sexism and Gender Discrimination

    Learn effective strategies to address sexism and gender discrimination in your organization. Implement clear policies, provide training, and foster an inclusive culture to promote equality.

    Trenton Berry

  • PodcastsAgency Owner Articles

    Team Building Best Practices During M&A

    Enhance team cohesion during insurance agency mergers with structured onboarding, clear communication, and inclusive team-building activities.

    Trenton Berry

  • PodcastsAgency Owner Articles

    Slow to Hire, Fast to Fire

    Learn how to implement the 'hire slow, fire fast' strategy in your insurance agency to build a strong, accountable team. Discover best practices for thoughtful hiring and decisive performance management.

    Trenton Berry

  • PodcastsAgency Owner Articles

    Valuable Lessons Learned So Far During COVID-19

    Agency leaders can enhance job security and operational resilience by embracing flexibility, leveraging technology, and fostering transparent communication during economic uncertainties like COVID-19.

    Trenton Berry

  • PodcastsAgency Owner Articles

    How Should Internal Employee Moves be Managed?

    Learn effective strategies for managing internal employee transitions in insurance agencies: establish clear policies, ensure transparency, and provide adequate training to support successful role changes.

    Trenton Berry

  • BlogAgency Owner Articles

    The Impact of the Pandemic on the Insurance Industry

    The insurance industry has already had to make some uncomfortable shifts. Businesses have downsized or closed, and claims against carriers are coming from every direction.

    Trenton Berry

  • BlogAgency Owner Articles

    3 Keys to Job Security in a Pandemic

    The pandemic of 2020 will impact the economy in ways that we have yet to understand fully. The insurance industry is certainly not insulated from this.

    Trenton Berry

  • BlogAgency Owner Articles

    Boost Employee Productivity in a Remote Workplace

    As so many made the transition overnight, being able to effectively move all operations from inside the same building into everyone’s homes has been difficult for both agencies and their employees.

    Trenton Berry

  • BlogAgency Owner Articles

    Finding Prospects During a Persisting Pandemic

    As access to people and businesses has been difficult, producers have faced the challenge of attempting to create and build relationships with prospects.

    Trenton Berry

  • BlogAgency Owner Articles

    Breathing Life Back Into An Old & Ugly Office Space

    The wrong environment can send the wrong message to both employees and clients, it can present a challenge when an owner doesn’t see the problem the employees are staring at every day.

    Trenton Berry

  • BlogAgency Owner Articles

    How to Handle a Decline In Employee Performance

    Turning a blind eye to poor performance is damaging to both the culprit and the other employees having to pick up the slack of their co-worker.

    Trenton Berry

  • BlogAgency Owner Articles

    3 Tips for More Effective Carrier Meetings

    While meetings occur with different parties for different reasons, the carrier marketing rep meetings can be particularly challenging.

    Trenton Berry

  • BlogAgency Owner Articles

    How to Help a Struggling Coworker

    As nice as it would be for our personal and professional lives could remain separate, the two often intersect and impact one another. This crossover can be OK if appropriate boundaries are in place with limited interaction between the two.

    Trenton Berry