Essential Resources & Blogs for Insurance Agency Success

Articles, podcasts, videos, and industry guides to support
you and your insurance agency

Total CSR Case Study – From Food Service to Insurance in Less Than 30 Days!

Agency Owner Articles, Helpful Tips: For Hiring, Helpful Tips: For Training

Total CSR followed Lei, a new account manager at Goodman Insurance, as she went through licensing, training, and assessments with Total CSR. Watch how going through our training enabled Lei to outperform industry pros with years of experience!

How Can My Small Agency Attract Talent Without The Budget of Larger Firms?

Agency Owner Articles, Helpful Tips: For Hiring, Helpful Tips: For Leadership

Hiring is hard! Learn helpful tips from real agency owners, Justin and Jordan Goodman, on how to hire top talent without a huge budget in this episode of the Independent Agent. Part 1: The account manager does the work and the producer gets paid for it Intermission: Justin tries Green Flash – West Coast IPA […]

My New Hire Won’t Stop Talking About His Old Agency, And It’s Killing Morale

Agency Owner Articles, Helpful Tips: For Leadership, Helpful Tips: For Onboarding

Justin and Jordan offer helpful tips to insurance agency owners on managing relationships and agency culture in this episode of the Independent Agent. Check out the details below! Part 1: A new hire wants to keep talking about the ways they did things at their old agency. Intermission: Justin tries a Grapefruit Goodman Part 2: […]

How Do I Maximize My First 12 Months in the Insurance Industry?

Agency Staff Articles, Helpful Tips: For Employees, Helpful Tips: For Onboarding

Whether you are entering the insurance industry for the first or second time, Justin and Jordan Goodman have some tidbits of wisdom to share with you in this episode of the Independent Agent. Cocktails: Justin tries a Paloma Part 1: An employee received an opportunity outside of the industry, but wants to know how easy […]

How Do You Address Issues Around Sexism and Gender Discrimination in Your Organization?

Agency Owner Articles, Helpful Tips: For Hiring, Helpful Tips: For Leadership

Sexism and gender discrimination are hot button topics both in and out of the insurance industry. Justin and Jordan will discuss how to handle discrimination from a management perspective in this episode of the Independent Agent Podcast. Cocktails: Justin tries a White Russian Part 1: An HR Manager inquires about addressing an unprofessional comment from […]

How Should Internal Employee Moves be Managed?

Agency Owner Articles, Helpful Tips: For Hiring, Helpful Tips: For Leadership

Tune in for the latest episode of The Independent Agent! Episode 40 Learn about internal shifts in employment and how to provide opportunities for your agents. It’s time for another round of The Independent Agent with your hosts, Jordan and Justin! This week, things get interesting as they tackle two thought-provoking topics: But that’s not […]

How to Know When it’s Time to Hire in Your Agency

Agency Owner Articles, Helpful Tips: For Hiring

How to Prevent a New Hire from Disrupting Your Culture

Agency Owner Articles, Helpful Tips: For Onboarding

Help Your Agency Compete for Top Talent In Any Job Market

Agency Owner Articles, Helpful Tips: For Hiring

The Practical Guide to Insurance Designations

Agency Staff Articles, Helpful Tips: For Employees, Helpful Tips: For Onboarding, Helpful Tips: For Training

As you begin your career in insurance, it is important to understand how you can create long-term success in this industry.  There is a lot to learn and, quite honestly, the learning never stops.  The sky is the limit as far as options that are available to you to continue growing and developing your insurance […]