Essential Resources & Blogs for Insurance Agency Success

How To Avoid the Frustration of the New Business Process

Agency Staff Articles, Helpful Tips: For Leadership

Insurance producers are motivated to generate new business not only from the aspect of securing an income but typically will have a sales goal for the agency they work for.  The pressure to meet this goal can often cause producers to pursue a lot of leads without generating profitable results. This type of meaningless activity […]

Is It OK to Date a Coworker?

Agency Staff Articles, Helpful Tips: For Leadership

A job in insurance can sometimes involve long days spent working side by side with other colleagues and sometimes, events in the evening.  As coworkers spend more time together, they may begin to share more life experiences and build a personal relationship with one another.  This situation can sometimes be the perfect recipe for two […]

What Every Agent Should Do Before Signing an Insurance Producer Agreement

Agency Staff Articles, Helpful Tips: For Employees

The insurance industry is no stranger to contracts.   Whether it is contracts with carriers or insuring agreements in policies, contracts dictate a lot of what happens within an agency.  Even agents are required to sign a producer agreement before they go to work for an agency.   The purpose of the agreement is to […]

Should You Invest in a Professional Designation?

Agency Owner Articles, Helpful Tips: For Employees

Continuing education comes with the territory for insurance professionals and one option that continues to be popular in the industry is professional designation courses.  There are several choices available, each with its own requirements as well as pros and cons.   Given that there are so many options, what do agencies need to be aware […]

4 Resources Every New Employee Needs

Agency Owner Articles, Helpful Tips: For Employees

How to Prevent a New Hire from Disrupting Your Culture

Agency Owner Articles, Helpful Tips: For Onboarding

4 Steps Account Managers Should Take to Disarm Difficult Clients

Agency Owner Articles, Helpful Tips: For Employees

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.   Here are four strategies for handling those challenging client […]

The Best Way to Deliver Bad News to a Client

Agency Owner Articles, Helpful Tips: For Employees

What Every Account Manager Should Do When Asking for a Raise

Agency Staff Articles, Helpful Tips: For Employees

There can often be tension between account managers and producers.  This can be caused by a combination of workloads and wage disparity between the two roles.   If anyone is finding that they are shouldering the majority of the work and not being fairly compensated for their efforts, it’s only natural that they may start […]

What Every Agent Needs to Know about Insurance Education

Agency Staff Articles, Helpful Tips: For Employees, Helpful Tips: For Training