Essential Resources & Blogs for Insurance Agency Success

Winning Back an Unpaid Bonus

Agency Staff Articles, Helpful Tips: For Employees

Bonuses are commonly used across insurance agencies to incentivize and reward growth.  And while calculation and payment are typically straightforward, there can be issues in any areas of the bonus agreement that are ambiguous.  This lack of clarity can lead to issues when it comes time for the employee to collect. While problems with bonuses […]

3 Helpful Tips for Beginners in the Insurance Industry

Agency Staff Articles, Helpful Tips: For Employees

Early in your insurance career, you may be asked to do things that you’re not sure are right. The thought of saying “no” to a request like this may feel like an intimidating prospect. However, not every request deserves a “yes.”  In fact, automatically agreeing to everything asked of you can have unintended consequences. Here […]

How to Use Challenges as Fuel to Improve

Agency Owner Articles, Helpful Tips: For Employees

Building a career in insurance, while very lucrative, is not without its stumbles along the way.   Owning and operating an insurance agency presents a unique set of challenges as well.  There is a lot to learn about coverage, processes, agency operations, and professional development.  While mistakes are not ideal, expecting perfection from the onset […]

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

Agency Owner Articles, Helpful Tips: For Hiring

Making the Most of Your 1st Year in Insurance

Agency Staff Articles, Helpful Tips: For Employees

Starting a new job in an insurance agency can create a full range of emotions. It is reasonable to feel like there is a lot to learn and unsure of where to start. And while all of this may feel a little unsettling and intimidating, the good news is that you’ve come to the right […]

How to Leave & Return to A Career In Insurance

Agency Staff Articles, Helpful Tips: For Employees

How to Deal With Workplace Dilemmas

Agency Staff Articles, Helpful Tips: For Employees

About the Author Justin Goodman has spent the past 20 years in insurance. He is the co-founder and CEO of Total CSR and co-founder and Managing Director of Project 55. By the age of 29, he was recognized as one of the top five construction insurance experts nationwide by Risk and Insurance Magazine. He also […]

How to Navigate the Path from Service to Sales

Agency Staff Articles, Helpful Tips: For Employees

Building a career in sales in the insurance industry can be extremely lucrative with the potential to make an excellent living.  And while the producer role is not the right one for everyone, if you have the desire and the grit to take a run at a sales position, the payoff can be very rewarding. […]

How To Make the Leap from Agency Employee to Owner

Agency Staff Articles, Helpful Tips: For Employees

The path from working in an agency every day for someone else to going it alone as an owner can be exciting and scary all at the same time. While it is not an easy decision and will require a lot of details to make it work, the information below will provide insight into the […]

How to Create Connection in a Socially Distanced World

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