PodcastsAgency Owner Articles
Identifying Ineffective Parts of the Sales Process
Discover how insurance agencies can identify and fix inefficiencies in their sales process for better results.
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.
218 results in Agency Owner Articles or Agency Staff Articles or Coverage Article or Helpful Tips: For Leadership · page 5 of 10
PodcastsAgency Owner Articles
What to Do When a VIP Employee Retires and Client Relationships Are at Risk?
Safeguard client relationships when a VIP employee retires by implementing proactive succession planning, transparent communication, and comprehensive knowledge transfer.
PodcastsAgency Owner Articles
Should My Son Work Elsewhere Before Joining Our Agency?
Explore the advantages and considerations of having your son gain external work experience before joining your family-owned insurance agency.
PodcastsAgency Owner Articles
Financial Transparency Between Agency Principals and Employees
Determine the appropriate level of financial transparency between agency principals and employees to foster trust, accountability, and informed decision-making.
PodcastsAgency Staff Articles
What Was the Biggest Mistake You Made in Your Career?
Industry professionals share their biggest career mistakes and the valuable lessons learned, offering insights for growth and success.
PodcastsAgency Owner Articles
Addressing Sexism and Gender Discrimination
Learn effective strategies to address sexism and gender discrimination in your organization. Implement clear policies, provide training, and foster an inclusive culture to promote equality.
PodcastsAgency Owner Articles
Team Building Best Practices During M&A
Enhance team cohesion during insurance agency mergers with structured onboarding, clear communication, and inclusive team-building activities.
PodcastsAgency Staff Articles
Death By Meetings
Discover strategies to overcome "Death by Meetings" in insurance agencies. Learn how to conduct effective meetings and address unethical behavior among coworkers in this insightful blog post.
PodcastsAgency Owner Articles
Slow to Hire, Fast to Fire
Learn how to implement the 'hire slow, fire fast' strategy in your insurance agency to build a strong, accountable team. Discover best practices for thoughtful hiring and decisive performance management.
PodcastsAgency Owner Articles
How Does an Agency Shift for Success During a Pandemic?
Adapt your insurance agency for success during a pandemic by embracing remote work, enhancing client relationships, and leveraging digital tools.
PodcastsAgency Staff Articles
Overcoming Pandemic Challenges for Agencies and Producers
Insurance agencies can overcome pandemic challenges by focusing on niche markets, investing in employee development, and leveraging lessons from past recessions to navigate economic uncertainties.
PodcastsAgency Owner Articles
Valuable Lessons Learned So Far During COVID-19
Agency leaders can enhance job security and operational resilience by embracing flexibility, leveraging technology, and fostering transparent communication during economic uncertainties like COVID-19.
PodcastsAgency Owner Articles
How Should Internal Employee Moves be Managed?
Learn effective strategies for managing internal employee transitions in insurance agencies: establish clear policies, ensure transparency, and provide adequate training to support successful role changes.
BlogAgency Owner Articles
The Impact of the Pandemic on the Insurance Industry
The insurance industry has already had to make some uncomfortable shifts. Businesses have downsized or closed, and claims against carriers are coming from every direction.
BlogAgency Owner Articles
3 Keys to Job Security in a Pandemic
The pandemic of 2020 will impact the economy in ways that we have yet to understand fully. The insurance industry is certainly not insulated from this.
BlogAgency Staff Articles
Finding the Right Niche During an Ongoing Pandemic
While some businesses have had to close permanently, some have found success despite the pandemic's challenges.
BlogAgency Owner Articles
Boost Employee Productivity in a Remote Workplace
As so many made the transition overnight, being able to effectively move all operations from inside the same building into everyone’s homes has been difficult for both agencies and their employees.
BlogAgency Owner Articles
Finding Prospects During a Persisting Pandemic
As access to people and businesses has been difficult, producers have faced the challenge of attempting to create and build relationships with prospects.
BlogAgency Owner Articles
Breathing Life Back Into An Old & Ugly Office Space
The wrong environment can send the wrong message to both employees and clients, it can present a challenge when an owner doesn’t see the problem the employees are staring at every day.
BlogAgency Owner Articles
How to Handle a Decline In Employee Performance
Turning a blind eye to poor performance is damaging to both the culprit and the other employees having to pick up the slack of their co-worker.
BlogAgency Staff Articles
Winning Back an Unpaid Bonus
While calculation and payment are typically straightforward, there can be issues in any areas of the bonus agreement that are ambiguous.
BlogAgency Owner Articles
3 Tips for More Effective Carrier Meetings
While meetings occur with different parties for different reasons, the carrier marketing rep meetings can be particularly challenging.
BlogAgency Staff Articles
3 Helpful Tips for Beginners in the Insurance Industry
Early in your insurance career it can be challenging to understand all the ins and outs of how an agency operates.
BlogAgency Owner Articles
How to Help a Struggling Coworker
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.
