Essential Resources & Blogs for Insurance Agency Success

How to Navigate the Path from Service to Sales

Agency Staff Articles, Helpful Tips: For Employees

Building a career in sales in the insurance industry can be extremely lucrative with the potential to make an excellent living.  And while the producer role is not the right one for everyone, if you have the desire and the grit to take a run at a sales position, the payoff can be very rewarding. […]

How To Make the Leap from Agency Employee to Owner

Agency Staff Articles, Helpful Tips: For Employees

The path from working in an agency every day for someone else to going it alone as an owner can be exciting and scary all at the same time. While it is not an easy decision and will require a lot of details to make it work, the information below will provide insight into the […]

How to Create Connection in a Socially Distanced World

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

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 […]

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

The Practical Guide to Insurance Designations

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

As you begin your career in insurance, it is important to understand how you can create long-term success in this industry.  There is a lot to learn and, quite honestly, the learning never stops.  The sky is the limit as far as options that are available to you to continue growing and developing your insurance […]

What is a Certified Insurance Service Representative And Why Is It Important?

Agency Staff Articles