Essential Resources & Blogs for Insurance Agency Success

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108 results in Agency Staff Articles or Helpful Tips: For Onboarding or Helpful Tips: For Training · page 5 of 5

  • 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 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

  • 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 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

  • 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