PodcastsAgency Owner Articles
Should My Son Work Elsewhere Before Joining Our Agency?
Explore the advantages and considerations of having your son gain external work experience before joining your family-owned insurance agency.
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.
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PodcastsAgency Owner Articles
Financial Transparency Between Agency Principals and Employees
Determine the appropriate level of financial transparency between agency principals and employees to foster trust, accountability, and informed decision-making.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
BlogAgency Owner Articles
Overcoming Hurdles After an Agency Acquisition
Tension can result as both agencies struggle to figure out how they will adapt and work together in the future.
BlogAgency Owner Articles
How to Make the Most of Meetings in Your Agency
While there is value in pulling people in the agency together to review, regroup, and strategize on agency initiatives, meeting fatigue is real.
BlogAgency Owner Articles
How to Address Gender Bias In Your Agency
Despite the significant improvement over recent years, there is still work to create better gender equality.
BlogAgency Owner Articles
Evaluating & Resolving the Gender Pay Gap in Your Agency
While some agencies may still shy away from acknowledging or discussing the issue, that does not make it any less real or meaningful.
BlogAgency Owner Articles
How To Stop the Gossip Train from Gaining Steam In Your Agency
Whether the information has any merit, gossip can create anxiety, fear, and doubt among staff very quickly, leading to a downturn in an organization.
BlogAgency Owner Articles
What Owners Need to Know About Protecting Agency Finances
Finances can be a sensitive subject in any business, and this is true in an insurance agency.
BlogAgency Owner Articles
How to Address Employee Interest In Agency Financials
Insurance agency financials play an important part in painting the overall picture of an organization’s health and performance.
BlogAgency Owner Articles
Important Tips to Protect Relationships in a Family Agency
As much as insurance agencies desire to keep operations within the family, there are family dynamics and generational gaps at play, which can create conflict as a parent and child may disagree on how to run the business.
BlogAgency Owner Articles
How to Set Your Child Up for a Successful Insurance Career
To keep the tradition alive, agency owners must have a plan to usher in the next generation to take control of the company eventually.
BlogAgency Owner Articles
Providing Opportunities to Employees In Your Agency
When opportunities present themselves within the agency, opening those positions up to other staff may be met with resistance by some, but can be an exciting possibility to others who want to explore new roles.
BlogAgency Owner Articles
What Every Agency Should Do to Prepare for Employee Retirements
While there is no way to replace long-term experience, service, and friendships that an employee built, there are ways for agencies to prepare for their departure.
