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Articles, podcasts, videos, and industry guides to support
you and your insurance agency
Agency Staff Articles, Helpful Tips: For Employees
Justin and Jordan Goodman discuss producer marketing budgets and other insurance agency topics in this episode of The Independent Agent podcast. Part 1: A producer receives higher than normal commission splits, but not enough marketing resources Intermission: Justin tries a Guinness Part 2: What is the appropriate dress code for agency employees?
Agency Staff Articles, Helpful Tips: For Employees
In this episode of the Independent Agent, Justin and Jordan Goodman sample a hard Kombucha and hit some hard topics on diversity and ethical producer practices. Part 1: A producer tells an account manager they are switching agencies and taking their book. What is the account manager’s ethical obligation to tell management? Intermission: Justin tries […]
Agency Staff Articles, Helpful Tips: For Employees, Helpful Tips: For Onboarding
Whether you are entering the insurance industry for the first or second time, Justin and Jordan Goodman have some tidbits of wisdom to share with you in this episode of the Independent Agent. Cocktails: Justin tries a Paloma Part 1: An employee received an opportunity outside of the industry, but wants to know how easy […]
Agency Staff Articles, Helpful Tips: For Employees
This episode of the Independent Agent Podcast, Justin and Jordan Goodman discuss how to handle rumors in the workplace and their own biggest career mistakes. Cocktails: Justin tries a Snakebite Part 1: A employee wants to know how to combat rumors and gossip that have turned the office into one giant game of survivor. Part […]
Agency Staff Articles, Helpful Tips: For Employees
In this episode, Justin and Jordan Goodman of Total CSR discuss how to hold effective meetings, and how to handle unethical behavior by your insurance agency coworkers. Cocktails: Justin tries a Skinny Jalapeno Margarita Part 1: An employee wants to know what to do when a co-worker confides in them about unethical behavior Part 2: […]
Agency Staff Articles, Helpful Tips: For Employees
In this episode, Justin and Jordan debate whether focusing on a specific niche can be a winning strategy for producers as more and more businesses shut down as a result of the pandemic. They also share how lessons learned in 2008 have helped them prepare for another recession. Beverage: Tequila Esperanto Seleccion Añejo Part 1: […]
Agency Owner Articles, Agency Staff Articles, Helpful Tips: For Leadership
We have certainly seen a fair amount of changes in our world due to the pandemic, but there is more to come. As we continue to adapt and learn from this unprecedented situation, we have yet to determine the long-term impact. The insurance industry has already had to make some uncomfortable shifts. Businesses have downsized […]
Agency Owner Articles, Agency Staff Articles, Helpful Tips: For Employees
The pandemic of 2020 will impact the economy in ways that we have yet to fully understand. The insurance industry is certainly not insulated from this. While particular niches your agency serves may be able to sustain themselves or even succeed amid COVID, others have suffered significant setbacks, leaving them with no choice but to […]
Agency Staff Articles, Helpful Tips: For Employees
As the pandemic persists, every community imaginable has felt the impact in some way. Restrictions have crippled different industries to varying degrees. Some businesses had to limit foot traffic while others had to shut their doors temporarily. And while safety remains the primary concern, the pandemic has unquestionably, negatively impacted the economy. While some businesses […]
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 […]