Essential Resources & Blogs for Insurance Agency Success

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115 results in Agency Staff Articles or Helpful Tips: For Employees or Helpful Tips: For Training · page 5 of 5

  • 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 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

  • 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

    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

    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 Staff Articles

    What Is a Certified Insurance Service Representative?

    A Certified Insurance Service Representative (CISR) is a certification program for insurance agents who desire to provide the best kinds of customer service possible.

    Trenton Berry

  • BlogAgency Staff Articles

    What is the Certified Insurance Counselor Program?

    Explore the Certified Insurance Service Representative (CISR) program at Total CSR. Enhance your insurance expertise with specialized courses and examinations, and earn a globally recognized designation to boost client trust and career growth.

    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

    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

    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