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The Primary and Non-Contributory Endorsement: What It Means and Why It Matters
Coverage Article, Helpful Tips: For Training
Why the Primary and Non-Contributory Endorsement Matters in Insurance and What it Means Insurance professionals often encounter situations where determining the order of coverage can be challenging. The primary and non-contributory endorsement clarifies which insurance policy responds before any other insurance. Understanding the primary insured meaning, how primary and non-contributory insurance functions, and potential pitfalls can reduce disputes when several insurance […]
Understanding the Purpose of Auto Symbol 7 on the Business Auto Policy
Coverage Article, Helpful Tips: For Training
Symbol 7 Auto Coverage and Scheduled Vehicles Vehicles insured under a business auto policy, demonstrating the importance of understanding Auto Symbol 7 as explained in the article. The term symbol 7 auto coverage indicates that a business auto policy covers only the specific autos listed by the insurer. This approach helps businesses looking to control […]
How to Complete the Acord 27 – Certificate of Insurance
Agency Staff Articles, Helpful Tips: For Employees, Helpful Tips: For Training
What is an ACORD 27 Form? When you start working in insurance, it’s vital to get familiar with the forms and applications used in your Agency Management System (AMS). You’ll use these documents daily to manage client information and provide proof of insurance. Read on to learn more about the forms like an ACORD 27 […]
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 […]
Do Professional Designations Really Matter?
Agency Owner Articles, Helpful Tips: For Leadership, Helpful Tips: For Training
In this episode, Justin and Jordan discuss the various factors agency leaders should consider when developing organization wide goals. They also weigh the pros and cons of the different options available for insurance education and debate the value of professional designations. Beverage: Whiskey Sour Part 1: What should agencies consider when determining goals for the […]
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
3 Steps Every Agency Must Take to Effectively Train New Employees
Agency Owner Articles, Helpful Tips: For Training