BlogAgency Owner Articles
How to Address Employee Interest In Agency Financials
Insurance agency financials play an important part in painting the overall picture of an organization’s health and performance.
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194 results in Agency Staff Articles or Coverage Article or Helpful Tips: For Employees or Helpful Tips: For Leadership · page 6 of 9
BlogAgency Owner Articles
Important Tips to Protect Relationships in a Family Agency
As much as insurance agencies desire to keep operations within the family, there are family dynamics and generational gaps at play, which can create conflict as a parent and child may disagree on how to run the business.
BlogAgency Owner Articles
How to Set Your Child Up for a Successful Insurance Career
To keep the tradition alive, agency owners must have a plan to usher in the next generation to take control of the company eventually.
BlogAgency Owner Articles
Providing Opportunities to Employees In Your Agency
When opportunities present themselves within the agency, opening those positions up to other staff may be met with resistance by some, but can be an exciting possibility to others who want to explore new roles.
BlogAgency Owner Articles
What Every Agency Should Do to Prepare for Employee Retirements
While there is no way to replace long-term experience, service, and friendships that an employee built, there are ways for agencies to prepare for their departure.
BlogAgency Owner Articles
What Agencies Need to Know Before Buying Lead Lists
When it comes to keeping a full bank of prospects year-round, lead lists are one option available to insurance agencies.
BlogAgency Owner Articles
Dealing with Problems in the Sales Process
Convincing a producer to change their selling habits may not be the easiest task, but here are some tips to break things down and get to the root of the problem so the producer can get back to doing what they do best.
BlogAgency Owner Articles
3 Essential Tips for Producer Management & Compensation
Choosing the cookie-cutter approach to producer management and compensation rather than evaluating each producer book on merit can lead to frustration.
BlogAgency Owner Articles
How To Reconnect A Disconnected Team
Knowing that a remote work environment may be necessary for a few more months, or potentially permanent, it is increasingly critical that leaders find ways to encourage individuals and teams who have lost momentum.
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.
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.
BlogAgency Owner Articles
How To Approach Diversity & Inclusion in Your Agency
The truth is it is an industry that has struggled with diversity and inclusion for a long time. Even as that tide has started to shift, there is still work required to shift mindsets inside and outside insurance.
BlogAgency Owner Articles
Making the Most of Marketing for Your Agency
A marketing plan that lacks design and planning will fall flat with little generation of sales. Understanding that marketing is a representation of the agency and the agents is critical to creating a workable plan.
BlogAgency Owner Articles
Finding the Right Fit For Your Agency Dress Code
There is no right or wrong way to write a dress code, but here are few things to consider when modernizing your company policy on acceptable attire.
BlogAgency Owner Articles
What to Do When Hygiene Becomes a Problem In the Office
Once an employee brings a co-worker's hygiene to your attention, it is essential to act before the stink becomes a problematic stench (literally or figuratively) that interferes with work and performance.
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.
BlogAgency Owner Articles
Unlimited Vacation: Not Always a Day at the Beach
And while it may sound like a great option to get the attention of potential new hires, there are many factors to evaluate before adding it to your agency benefits package.
BlogAgency Staff Articles
How To Make the Leap from Agency Employee to Owner
The information here will provide insight into the critical items that should be on every new agency owner's mind.
BlogAgency Owner Articles
4 Ways to Avoid Traps of the Agency Bill Process
Left unchecked, what should be another tool to better service clients can quickly turn into an account’s receivable nightmare.
BlogAgency Owner Articles
How to Bridge the Benefits Gap in Your Agency
Statistics show that people are getting married later or choosing other lifestyles, but benefits offered by employers are failing to catch up to more modern lifestyles.
BlogAgency Owner Articles
Cutting Through Confusing Reports in the AMS
Reports are often difficult to understand and interpret. System-generated reports are also at high risk for errors due to the data that is in the system.
BlogAgency Owner Articles
4 Ways to Eliminate Confusion in the Submission Process
Without the right tools and guidelines, producers can easily find themselves creating their way of doing things, leaving the next person in the process without all of the necessary details to manage the quoting process.
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.
BlogAgency Owner Articles
Quick Tips for Tackling Conflict in the Office
While employees do not need to be best friends, there is a certain level of decency and respect required for people to work together effectively and without being miserable.
