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Articles, podcasts, videos, and industry guides to support
you and your insurance agency
Agency Staff Articles, Helpful Tips: For Employees, Helpful Tips: For Training
Agency Staff Articles, Helpful Tips: For Employees, Helpful Tips: For Onboarding, Helpful Tips: For Training
As you begin your career in insurance, it is important to understand how you can create long-term success in this industry. There is a lot to learn and, quite honestly, the learning never stops. The sky is the limit as far as options that are available to you to continue growing and developing your insurance […]
Agency Owner Articles, Helpful Tips: For Training
In the past, in-person training worked well at most insurance agencies. However, with remote work on the rise over the past few years and a significant spike as a result of COVID-19, in-person training may no longer be the best option. Regardless of location, employees will still need training. How can agencies accommodate this […]
Agency Owner Articles, Helpful Tips: For Training
Agency Owner Articles, Helpful Tips: For Training
Agency Owner Articles, Helpful Tips: For Training
When was the last time you used YouTube to research a topic or find “how-to” instructions? If you are anything like the rest of the world, you most likely looked something up today. Video is quickly becoming the most common way Millennials and Gen Z consume information and the percentage rises exponentially every year. […]
Agency Owner Articles, Helpful Tips: For Training
New insurance agents receive vocational training from their employer before they are hired. Participants in a pre-licensing course learn which insurance policies they want to sell and apply for, and they also receive training in sales strategies. The session usually lasts a few days or longer and covers topics that appear on the state admissions […]
Agency Owner Articles, Helpful Tips: For Onboarding
Drastically Improve Your Onboarding Program by Making These 2 Changes Inevitably, agencies are going to have their new hires sit at a desk and watch another CSR perform his or her/job duties – and they’ll call this “onboarding.” It’s a necessary, but often ill-conceived attempt at a comprehensive onboarding process, but we know that there’s […]
Agency Owner Articles, Helpful Tips: For Training
Agency Owner Articles, Helpful Tips: For Onboarding