Essential Resources & Blogs for Insurance Agency Success

Get helpful resources, guides, content, and podcasts on insurance, agency ownership, and more by visiting our insurance agency blog and resource center.

88 results in Coverage Article or Helpful Tips: For Hiring or Helpful Tips: For Onboarding or Helpful Tips: For Training · page 4 of 4

  • BlogAgency Owner Articles

    How to Prevent a New Hire from Disrupting Your Culture

    Finding a talented individual for your agency who also brings valuable insurance experience to the organization can feel like a huge win, especially in a competitive job market.

    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

  • GuidesAgency Owner Articles

    4 Keys to Learning and Development in a Remote Workplace

    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.

    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

    Commercial Insurance Classes Online

    While general education is suitable for licensing, specified learning opportunities are important to properly educate agents in the lines of business they will be working in. Continuing education can be secured in a traditional classroom setting or through online courses.

    Trenton Berry

  • BlogAgency Owner Articles

    Commercial Insurance Agent Training

    Learn here about options for commercial insurance training for yourself or your staff, whether you are an owner, manager or employee at an insurance agency.

    Trenton Berry

  • BlogAgency Owner Articles

    Level Up Insurance Training Through Video

    Enhance your insurance agency's training by incorporating video tutorials. This approach offers digital, focused, repeatable, and consistent learning experiences, catering to the tech-savvy workforce and improving onboarding efficiency.

    Trenton Berry

  • BlogAgency Owner Articles

    How To Train Insurance Agents?

    Discover effective strategies for training insurance agents: implement structured onboarding, provide hands-on shadowing, utilize online courses, and foster continuous development to enhance performance and retention.

    Trenton Berry

  • BlogAgency Owner Articles

    Improve Your Onboarding Program with These 2 Changes

    Enhance your insurance career with the Certified Insurance Service Representative (CISR) program. This nationally recognized designation equips professionals with in-depth knowledge of personal and commercial lines, risk management, and customer service. Earn the CISR by completing five out of nine specialized courses and exams within three years. Stay current with annual updates to maintain your expertise.

    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

  • BlogAgency Owner Articles

    The Soft Skills Gap: How Employers Are Missing Crucial Needs

    Employers are facing significant soft skills gaps, particularly in communication, business acumen, and customer service. Approximately 71% of frontline employees lack these essential skills, despite 75% of employers believing they provide adequate development programs.

    Trenton Berry

  • BlogAgency Owner Articles

    The First 90 Days: Building Strong Employee Relationships

    The first 90 days are crucial for new hires. A structured onboarding process that includes clear expectations, proper training, and regular feedback can significantly reduce early turnover and enhance employee engagement.

    Trenton Berry

  • BlogAgency Owner Articles

    Leveraging the Power of Onboarding

    Implement a structured onboarding process that covers company culture, rules, collaboration, competencies, and performance. Utilize training sessions, team meetings, and one-on-one discussions to integrate new hires effectively, leading to higher engagement and productivity.

    Trenton Berry

  • BlogAgency Owner Articles

    How Well-Executed Onboarding Springboards Employee Success

    Implement a strategic onboarding process that extends beyond orientation: define clear roles, integrate compliance training meaningfully, and establish milestones to support new hires and enhance long-term success.

    Trenton Berry

  • BlogAgency Owner Articles

    Setting Up An Effective New Hire Framework

    Implement a structured new hire framework in your insurance agency by providing comprehensive orientation, clear organizational information, regular check-ins, and opportunities for personal connections to enhance employee integration and engagement.

    Trenton Berry