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63 results in Helpful Tips: For Employees or Helpful Tips: For Onboarding · page 3 of 3
BlogAgency Owner Articles
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
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 Staff Articles
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
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
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
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
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
Combat winter burnout by embracing Total CSR's training solutions, designed to enhance employee engagement and performance during seasonal downtimes.
BlogHelpful Tips: For Employees
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
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
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
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.
BlogAgency Owner Articles
Implement a structured onboarding process that covers company culture, rules, collaboration, competencies, and performance. Utilize training sessions, team meetings, and one-on-one discussions to integrate new hires effectively, leading to higher engagement and productivity.
BlogAgency Owner Articles
Implement a strategic onboarding process that extends beyond orientation: define clear roles, integrate compliance training meaningfully, and establish milestones to support new hires and enhance long-term success.
BlogAgency Owner Articles
Implement a structured new hire framework in your insurance agency by providing comprehensive orientation, clear organizational information, regular check-ins, and opportunities for personal connections to enhance employee integration and engagement.
