Essential Resources & Blogs for Insurance Agency Success

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  • BlogAgency Staff Articles

    Making the Most of Your 1st Year in Insurance

    While the learning curve in the insurance industry can be significant, the beginning months are a great time to build a foundation for success.

    Trenton Berry

  • BlogAgency Staff Articles

    How to Leave & Return to A Career In Insurance

    While the idea of leaving and then trying to come back can be intimidating, think of it as temporarily moving to another community knowing you will return to your hometown when it's time to settle down and build a life.

    Trenton Berry

  • 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.

    Trenton Berry

  • 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.

    Trenton Berry

  • 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.

    Trenton Berry

  • 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.

    Trenton Berry

  • 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.

    Trenton Berry

  • 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.

    Trenton Berry

  • BlogAgency Owner Articles

    Help Your Agency Compete for Top Talent In Any Job Market

    Attracting and maintaining talent in insurance agencies has been a growing challenge in the industry over the last few years. Smaller agencies may feel they are at a disadvantage against larger brokers when it comes to both what they can offer for salaries and career growth opportunities.

    Trenton Berry

  • 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.

    Trenton Berry

  • BlogAgency Owner Articles

    Attract Top Talent with Career Roadmapping

    The top employees at an agency want to know what their career opportunities are within the company therefore, creating a program focused on the continued success of employees is essential to developing and retaining top performers.

    Trenton Berry

  • 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.

    Trenton Berry

  • 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.

    Trenton Berry

  • 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.

    Trenton Berry

  • 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.

    Trenton Berry

  • 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.

    Trenton Berry

  • BlogAgency Owner Articles

    Make the Most of New Hire Trial Periods

    Implement a structured 30-60-90 day trial period for new hires in your insurance agency to ensure cultural fit, provide clear expectations, and facilitate smooth integration, enhancing long-term retention and performance.

    Trenton Berry