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The Role of an Insurance Account Manager: Responsibilities, Skills, and Career Insights
Agency Staff Articles, Helpful Tips: For Onboarding
Understanding the Role of an Insurance Account Manager Image depicting the meaning of what an account manager does An insurance account manager, sometimes referred to as a CSR (insurance customer service representative), insurance account coordinator, or insurance relationship manager, plays a crucial role in maintaining strong client relationships and ensuring policyholders receive the service they […]
The Role of Account Executive in Insurance Agencies: Understanding the Insurance Account Executive
Helpful Tips: For Training
Introduction to the Role of the Account Executive A professional account executive in an insurance agency, managing client policies and relationships. Professionals serving as account executive specialists play a vital role by connecting clients with suitable policy options. An insurance account executive manages client relationships, oversees policy documentation, and communicates changes that affect both clients […]
Understanding the CG 2404 Endorsement
Agency Owner Articles, Agency Staff Articles, Coverage Article
What is the CG 2404 Endorsement? The CG 2404, also known as Waiver of Transfer of Rights of Recovery Against Others to Us, is a commonly used waiver of subrogation endorsement (WOS endorsement) in commercial general liability (CGL) policies. This waiver of subrogation form allows the named insured to waive their insurer’s right to subrogate […]
Understanding the ACORD 130 Workers Compensation Application Form
Agency Staff Articles, Helpful Tips: For Employees, Helpful Tips: For Training
What Is an ACORD 130 Form? If you’re beginning a career in insurance, it’s important to learn about the applications like the ACORD 130 used in the Agency Management System (AMS). ACORD forms, created by the ACORD Corporation, are standardized documents recognized across the insurance industry. They include all the details insurers require to issue […]
How to Complete the Acord 125
Agency Staff Articles, Helpful Tips: For Employees, Helpful Tips: For Training
What is an Acord 125 form? If you’re starting a career in insurance, it’s important to get comfortable with the applications used in an Agency Management System (AMS). In this article, we’ll explore the ACORD forms and specifically the ACORD 125 form. The ACORD 125 form, also referred to as the ACORD commercial insurance application […]
Where You Can Find the Best Property Insurance Training
Helpful Tips: For Training
Finding Property Insurance Training that is Right for You Students attending a property insurance training class, learning about underwriting, claims handling, and policy regulations in a professional setting. Property and casualty insurance training is essential for professionals looking to develop expertise in underwriting, claims handling, policy interpretation, and customer service. High-quality training ensures that agents […]
How to Complete the Acord 126 for Insurance
Agency Staff Articles, Helpful Tips: For Employees, Helpful Tips: For Training
What is the ACORD 126 Form? As you embark on your insurance career, it’s important to get comfortable with the applications found in your Agency Management System (AMS). Below, you’ll learn more about the ACORD application you’ll use regularly to manage client data, including the essential ACORD 126 form. ACORD forms are widely accepted documents […]
ACORD 163 Form: Your Guide to Commercial Auto Insurance
Agency Staff Articles, Helpful Tips: For Employees, Helpful Tips: For Training
What is an ACORD 163 Form? As you begin a career in insurance, it’s vital to become familiar with the applications used in your Agency Management System (AMS). Below, you’ll find more details about the tools you’ll use every day to manage applicant information, including the driver schedule app for commercial auto insurance. The ACORD […]
Commercial Auto Symbols Explained: A Complete Guide
Agency Staff Articles, Coverage Article
The Complete Guide to Commercial Auto Symbols A central aspect of this coverage is recognizing the commercial auto symbols in policy language. Commercial auto insurance plays a vital role in risk management for businesses that rely on vehicles. These symbols, sometimes referred to as covered auto designation symbols, clarify which types of vehicles are covered […]
CG 20 10 Explained: Additional Insured Status for Ongoing Operations
Agency Staff Articles, Coverage Article
Understanding the CG 20 10 for Ongoing Operations Many insurance professionals who manage Commercial General Liability (GCL) policies see requests to add the CG 2010 form, also recognized as the ongoing endorsement form. This ISO CG 20 10 extends additional coverage to a named entity for ongoing operations carried out by the named insured. What […]