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Death By Meetings
Agency Staff Articles, Helpful Tips: For Employees
In this episode, Justin and Jordan Goodman of Total CSR discuss how to hold effective meetings, and how to handle unethical behavior by your insurance agency coworkers. Cocktails: Justin tries a Skinny Jalapeno Margarita Part 1: An employee wants to know what to do when a co-worker confides in them about unethical behavior Part 2: […]
What Strategies Should Agencies and Producers Use to Overcome Challenges Presented by the Pandemic?
Agency Staff Articles, Helpful Tips: For Employees
In this episode, Justin and Jordan debate whether focusing on a specific niche can be a winning strategy for producers as more and more businesses shut down as a result of the pandemic. They also share how lessons learned in 2008 have helped them prepare for another recession. Beverage: Tequila Esperanto Seleccion Añejo Part 1: […]
The Impact of the Pandemic on the Insurance Industry
Agency Owner Articles, Agency Staff Articles, Helpful Tips: For Leadership
We have certainly seen a fair amount of changes in our world due to the pandemic, but there is more to come. As we continue to adapt and learn from this unprecedented situation, we have yet to determine the long-term impact. The insurance industry has already had to make some uncomfortable shifts. Businesses have downsized […]
3 Keys to Job Security in a Pandemic
Agency Owner Articles, Agency Staff Articles, Helpful Tips: For Employees
The pandemic of 2020 will impact the economy in ways that we have yet to fully understand. The insurance industry is certainly not insulated from this. While particular niches your agency serves may be able to sustain themselves or even succeed amid COVID, others have suffered significant setbacks, leaving them with no choice but to […]
Finding the Right Niche During an Ongoing Pandemic
Agency Staff Articles, Helpful Tips: For Employees
As the pandemic persists, every community imaginable has felt the impact in some way. Restrictions have crippled different industries to varying degrees. Some businesses had to limit foot traffic while others had to shut their doors temporarily. And while safety remains the primary concern, the pandemic has unquestionably, negatively impacted the economy. While some businesses […]
Finding Prospects During a Persisting Pandemic
Agency Owner Articles, Helpful Tips: For Employees
As the pandemic has persisted and evolved, it has brought many challenges to insurance agencies. While many of these difficulties have depended on each agency’s region, there are universal struggles we all face. Producers are faced with the challenge of creating and building relationships with prospects new and old without much access to new opportunities. […]
Winning Back an Unpaid Bonus
Agency Staff Articles, Helpful Tips: For Employees
Bonuses are commonly used across insurance agencies to incentivize and reward growth. And while calculation and payment are typically straightforward, there can be issues in any areas of the bonus agreement that are ambiguous. This lack of clarity can lead to issues when it comes time for the employee to collect. While problems with bonuses […]
3 Helpful Tips for Beginners in the Insurance Industry
Agency Staff Articles, Helpful Tips: For Employees
Early in your insurance career, you may be asked to do things that you’re not sure are right. The thought of saying “no” to a request like this may feel like an intimidating prospect. However, not every request deserves a “yes.” In fact, automatically agreeing to everything asked of you can have unintended consequences. Here […]
How to Use Challenges as Fuel to Improve
Agency Owner Articles, Helpful Tips: For Employees
Building a career in insurance, while very lucrative, is not without its stumbles along the way. Owning and operating an insurance agency presents a unique set of challenges as well. There is a lot to learn about coverage, processes, agency operations, and professional development. While mistakes are not ideal, expecting perfection from the onset […]
Making the Most of Your 1st Year in Insurance
Agency Staff Articles, Helpful Tips: For Employees
Starting a new job in an insurance agency can create a full range of emotions. It is reasonable to feel like there is a lot to learn and unsure of where to start. And while all of this may feel a little unsettling and intimidating, the good news is that you’ve come to the right […]