Essential Resources & Blogs for Insurance Agency Success

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130 results in Agency Staff Articles or Coverage Article or Helpful Tips: For Employees or Helpful Tips: For Hiring or Helpful Tips: For Onboarding · page 6 of 6

  • 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 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

    Make the Most of New Hire Trial Periods

    Implement a structured 30-60-90 day trial period for new hires in your insurance agency to ensure cultural fit, provide clear expectations, and facilitate smooth integration, enhancing long-term retention and performance.

    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