BlogAgency Staff Articles
How to Navigate the Path from Service to Sales
A role in production often affords flexibility, the opportunity to determine your earning potential, and residual income on retained accounts.
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.
100 results in Agency Staff Articles or Helpful Tips: For Employees or Helpful Tips: For Onboarding · page 4 of 5
BlogAgency Staff Articles
How To Make the Leap from Agency Employee to Owner
The information here will provide insight into the critical items that should be on every new agency owner's mind.
BlogAgency Owner Articles
How to Create Connection in a Socially Distanced World
Whether it is adherence to social distancing guidelines, working with clients that are too busy or located a long way from the office, there are still many advantages to learning how to market and build relationships remotely that are beneficial now and will prove to be useful in the future.
BlogAgency Staff Articles
How To Avoid the Frustration of the New Business Process
The path to finding a working sales strategy is certainly not a straight one, but these tips will help producers refine their sales process.
BlogAgency Staff Articles
Is It OK to Date a Coworker?
Before the relationship gets too serious, there are a few essential things you will want to keep in mind.
BlogAgency Staff Articles
What Every Agent Should Do Before Signing an Insurance Producer Agreement
Learn what every insurance agent needs to know before signing a producer agreement, including tips, risks, and steps to maximize your career success.
BlogAgency Owner Articles
Should You Invest in a Professional Designation?
Continuing education comes with the territory for insurance professionals and one option that continues to be popular in the industry is professional designation courses.
BlogAgency Owner Articles
4 Resources Every New Employee Needs
Without clear guidelines, employees are doing things the best way they know-how, but very likely doing things their own way. When this happens, important steps can be missed and results will be inconsistent.
BlogAgency Owner Articles
How to Prevent a New Hire from Disrupting Your Culture
Finding a talented individual for your agency who also brings valuable insurance experience to the organization can feel like a huge win, especially in a competitive job market.
BlogAgency Owner Articles
4 Steps Account Managers Can Take to Handle Difficult Clients
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
The Best Way to Deliver Bad News to a Client
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
What Every Account Manager Should Do When Asking for a Raise
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
What Every Agent Needs to Know about Insurance Education
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
How Multitasking is Killing Efficiency And 3 Tips to Avoid It
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
3 Quick Tips for Engaging and Retaining Customers
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 Staff Articles
What Is a Certified Insurance Service Representative?
A Certified Insurance Service Representative (CISR) is a certification program for insurance agents who desire to provide the best kinds of customer service possible.
BlogAgency Staff Articles
What is the Certified Insurance Service Representative Program?
A Certified Insurance Service Representative program is a certification program for insurance agents to provide the best kinds of customer service possible.
BlogAgency Staff Articles
What is the Certified Insurance Counselor Program?
Explore the Certified Insurance Service Representative (CISR) program at Total CSR. Enhance your insurance expertise with specialized courses and examinations, and earn a globally recognized designation to boost client trust and career growth.
BlogAgency Staff Articles
What Is a Certified Insurance Counselor Designation And Why Is It Important?
In this article, discover the benefits of earning a Certified Insurance Counselor (CIC) designation, plus what it is, and why it matters to your career.
BlogAgency Owner Articles
Three Driving Principles to Inspire Customer Loyalty
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
Winter Got You Down?
Combat winter burnout by embracing Total CSR's training solutions, designed to enhance employee engagement and performance during seasonal downtimes.
BlogHelpful Tips: For Employees
Admitted vs. Non-Admitted Insurance Companies: Key Differences
Admitted insurance companies are licensed and regulated by state authorities, offering consumer protections like access to state guaranty funds. Non-admitted insurers, or surplus lines carriers, provide coverage for high-risk or unique needs but lack state-backed protections.
BlogAgency Owner Articles
Improve Your Onboarding Program with These 2 Changes
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
3 Overlooked GL Endorsements for Contractors
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.
