Essential Resources & Blogs for Insurance Agency Success

Finding Prospects During a Persisting Pandemic

Agency Owner Articles, Helpful Tips: For Employees

As the pandemic has persisted and evolved, it has brought many challenges to insurance agencies.  While many of these difficulties have depended on each agency’s region, there are universal struggles we all face.  Producers are faced with the challenge of creating and building relationships with prospects new and old without much access to new opportunities. […]

Breathing Life Back Into An Old & Ugly Office Space

Agency Owner Articles, Helpful Tips: For Leadership

Some insurance agencies boast modern buildings with sleek exteriors and fresh interiors.   On the other hand, there are still many agencies on the opposite end of the spectrum.  They operate in old buildings handling required maintenance but leave even simple updates at the bottom of the expense and the to-do list.  While some agency owners […]

How to Handle a Decline In Employee Performance

Agency Owner Articles, Helpful Tips: For Leadership

It is always difficult to watch a top performer in your agency start to demonstrate a decline in performance.  There can be a tendency to bend over backward to save the employee by overlooking the growing performance issues hoping that they will turn things around.  However, turning a blind eye is damaging to the employee […]

3 Tips for More Effective Carrier Meetings

Agency Owner Articles, Helpful Tips: For Leadership

When it comes to making the most of each workday in an insurance agency, time management is essential. This time issue is especially applicable to the constant barrage of meeting invites that chime in our inboxes daily. Meetings can quickly consume hours of our days and cause a significant blow to productivity. While meetings occur with different parties […]

How to Help a Struggling Coworker

Agency Owner Articles, Helpful Tips: For Leadership

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.  However, as work and home merge closer and closer together, it is not easy to […]

Overcoming Hurdles After an Agency Acquisition

Agency Owner Articles, Helpful Tips: For Leadership

The acquisition presents a variety of complications from a business and cultural standpoint.  Often, employees are left unaware of what is happening behind the scenes until the purchase is final. This type of announcement typically comes as an unwelcome surprise.  Tension can result as both agencies struggle to figure out how they will adapt and work […]

How to Make the Most of Meetings in Your Agency

Agency Owner Articles, Helpful Tips: For Leadership

One of the many responsibilities of being an agency leader is attending meetings. Meetings scheduled with clients, other leaders in the organization, individual employees or teams, or carrier reps can quickly fill up calendars.  And while there is value in pulling people in the agency together to review, regroup, and strategize on agency initiatives, meeting […]

How to Address Gender Bias In Your Agency

Agency Owner Articles, Helpful Tips: For Leadership

The insurance industry has struggled with issues surrounding sexism for its entire existence.  Insurance is a very male-dominated industry, with most leadership positions still held by men.  Many agencies have operated with very traditional gender-specific roles within their organizations, while others have been more progressive. Despite the significant improvement over recent years, there is still […]

Evaluating & Resolving the Gender Pay Gap in Your Agency

Agency Owner Articles, Helpful Tips: For Leadership

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 […]