BlogAgency Staff Articles
Making the Most of Your 1st Year in Insurance
While the learning curve in the insurance industry can be significant, the beginning months are a great time to build a foundation for success.
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.
75 results in Helpful Tips: For Employees or Helpful Tips: For Hiring or Helpful Tips: For Onboarding · page 3 of 4
BlogAgency Staff Articles
How to Leave & Return to A Career In Insurance
While the idea of leaving and then trying to come back can be intimidating, think of it as temporarily moving to another community knowing you will return to your hometown when it's time to settle down and build a life.
BlogAgency Staff Articles
How to Navigate the Path from Service to Sales
A role in production often affords flexibility, the opportunity to determine your earning potential, and residual income on retained accounts.
BlogAgency Staff Articles
How To Make the Leap from Agency Employee to Owner
The information here will provide insight into the critical items that should be on every new agency owner's mind.
BlogAgency Owner Articles
How to Create Connection in a Socially Distanced World
Whether it is adherence to social distancing guidelines, working with clients that are too busy or located a long way from the office, there are still many advantages to learning how to market and build relationships remotely that are beneficial now and will prove to be useful in the future.
BlogAgency Staff Articles
What Every Agent Should Do Before Signing an Insurance Producer Agreement
Learn what every insurance agent needs to know before signing a producer agreement, including tips, risks, and steps to maximize your career success.
BlogAgency Owner Articles
Should You Invest in a Professional Designation?
Continuing education comes with the territory for insurance professionals and one option that continues to be popular in the industry is professional designation courses.
BlogAgency Owner Articles
4 Resources Every New Employee Needs
Without clear guidelines, employees are doing things the best way they know-how, but very likely doing things their own way. When this happens, important steps can be missed and results will be inconsistent.
BlogAgency Owner Articles
How to Prevent a New Hire from Disrupting Your Culture
Finding a talented individual for your agency who also brings valuable insurance experience to the organization can feel like a huge win, especially in a competitive job market.
BlogAgency Owner Articles
4 Steps Account Managers Can Take to Handle Difficult Clients
When working in a customer service role in an insurance agency (or any industry), there is bound to be conflict at some point. It can certainly be frustrating if your goal is to help the customer and they are not responding positively to your efforts.
BlogAgency Owner Articles
The Best Way to Deliver Bad News to a Client
Situations will arise from time to time which requires an employee to have a difficult conversation with a client. Having this conversation can feel especially stressful if they did not have any control over the decisions that were made leading up to that point.
BlogAgency Owner Articles
Help Your Agency Compete for Top Talent In Any Job Market
Attracting and maintaining talent in insurance agencies has been a growing challenge in the industry over the last few years. Smaller agencies may feel they are at a disadvantage against larger brokers when it comes to both what they can offer for salaries and career growth opportunities.
BlogAgency Staff Articles
What Every Account Manager Should Do When Asking for a Raise
If anyone is finding that they are shouldering the majority of the work and not being fairly compensated for their efforts, it's only natural that they may start to feel underpaid and underappreciated.
BlogAgency Staff Articles
What Every Agent Needs to Know about Insurance Education
Insurance is a massive industry and even if you focus on a specific niche, there is still an endless amount of information you can consume.
BlogAgency Owner Articles
How Multitasking is Killing Efficiency And 3 Tips to Avoid It
Multitasking can have a significant impact on both efficiency and quality of work which can impact the quality of service clients are receiving.
BlogAgency Owner Articles
Attract Top Talent with Career Roadmapping
The top employees at an agency want to know what their career opportunities are within the company therefore, creating a program focused on the continued success of employees is essential to developing and retaining top performers.
BlogAgency Owner Articles
3 Quick Tips for Engaging and Retaining Customers
A critical component to the success of an insurance agency is retention. While an agency needs to bring in new business to continue growing, it is far more cost-effective to retain customers than it is to acquire new ones. In fact, agencies cannot grow if customers are leaving as quickly as they are coming in.
BlogAgency Owner Articles
Three Driving Principles to Inspire Customer Loyalty
Empathy, responsibility, and transparency are essential principles for fostering customer loyalty. By integrating these values into your agency's culture, you can build lasting relationships and enhance client retention.
BlogAgency Staff Articles
Winter Got You Down?
Combat winter burnout by embracing Total CSR's training solutions, designed to enhance employee engagement and performance during seasonal downtimes.
BlogHelpful Tips: For Employees
Admitted vs. Non-Admitted Insurance Companies: Key Differences
How admitted and non-admitted insurers differ on licensing, rate and form filing, guaranty fund protection, taxes and placement, and what agents should tell clients.
BlogAgency Owner Articles
Improve Your Onboarding Program with These 2 Changes
Enhance your insurance career with the Certified Insurance Service Representative (CISR) program. This nationally recognized designation equips professionals with in-depth knowledge of personal and commercial lines, risk management, and customer service. Earn the CISR by completing five out of nine specialized courses and exams within three years. Stay current with annual updates to maintain your expertise.
BlogAgency Staff Articles
3 Overlooked GL Endorsements for Contractors
Many agencies have a portion of their client base performing construction operations, and while the premium and resulting commissions can be good for the agency, there are several exclusions involved that can potentially leave a client high and dry when a claim arises.
BlogAgency Owner Articles
Make the Most of New Hire Trial Periods
Implement a structured 30-60-90 day trial period for new hires in your insurance agency to ensure cultural fit, provide clear expectations, and facilitate smooth integration, enhancing long-term retention and performance.
BlogAgency Owner Articles
The First 90 Days: Building Strong Employee Relationships
The first 90 days are crucial for new hires. A structured onboarding process that includes clear expectations, proper training, and regular feedback can significantly reduce early turnover and enhance employee engagement.
