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.

145 results in Agency Staff Articles or Coverage Article or Helpful Tips: For Employees or Helpful Tips: For Hiring or Helpful Tips: For Onboarding or Helpful Tips: For Training · page 5 of 7

  • 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.

    Trenton Berry

  • 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.

    Trenton Berry

  • 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.

    Trenton Berry

  • 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.

    Trenton Berry

  • 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.

    Trenton Berry

  • 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 Staff Articles

    Is It OK to Date a Coworker?

    Before the relationship gets too serious, there are a few essential things you will want to keep in mind.

    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

    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

    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