Essential Resources & Blogs for Insurance Agency Success

Articles, podcasts, videos, and industry guides to support
you and your insurance agency

What Was the Biggest Mistake You Made in Your Career?

Agency Staff Articles, Helpful Tips: For Employees

This episode of the Independent Agent Podcast, Justin and Jordan Goodman discuss how to handle rumors in the workplace and their own biggest career mistakes. Cocktails: Justin tries a Snakebite Part 1: A employee wants to know how to combat rumors and gossip that have turned the office into one giant game of survivor. Part […]

How Do You Address Issues Around Sexism and Gender Discrimination in Your Organization?

Agency Owner Articles, Helpful Tips: For Hiring, Helpful Tips: For Leadership

Sexism and gender discrimination are hot button topics both in and out of the insurance industry. Justin and Jordan will discuss how to handle discrimination from a management perspective in this episode of the Independent Agent Podcast. Cocktails: Justin tries a White Russian Part 1: An HR Manager inquires about addressing an unprofessional comment from […]

Industry Consolidation – What Are Best Practices for Team Building During M&A

Agency Owner Articles, Helpful Tips: For Leadership

It’s always difficult to transition during an acquisition. Learn how to handle this and other stressful scenarios in this episode of the Independent Agent Podcast with brothers Justin and Jordan Goodman. Cocktails: Justin tries a Bootleg Part 1: How do you keep things friendly when tensions run high during an acquisition Part 2: What do […]

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: […]

Slow to Hire, Fast to Fire

Agency Owner Articles, Helpful Tips: For Leadership

In this episode, Justin & Jordan chat about creating employee accountability when it comes to declining performance while providing numerous suggestions on giving new life to a tired office space. Beverage of Choice: Bulleit on the Rocks Part 1: Strong leadership is required when it comes to challenging conversations with employees. Part 2: What options […]

How Does an Agency Shift for Success During a Pandemic?

Agency Owner Articles

In this episode, Justin and Jordan talk about best practices when managing a remote workforce and how agents can continue successfully prospecting by providing valuable information to potential customers. Beverage of Choice: Old Fashioned with a Twist Part 1: How do you know what employees are up to in a remote work environment? 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: […]

Valuable Lessons Learned So Far During COVID-19

Agency Owner Articles, Helpful Tips: For Leadership

In this episode, Justin and Jordan discuss the challenges insurance agencies, as well as other businesses, are facing as they weather the financial complications caused by Coronavirus. The guys also make predictions about the effect Coronavirus will have on the insurance industry. Beverage: Tequila Esperanto Seleccion Añejo Part 1: How can agency employees find job […]

How Should Internal Employee Moves be Managed?

Agency Owner Articles, Helpful Tips: For Hiring, Helpful Tips: For Leadership

Tune in for the latest episode of The Independent Agent! Episode 40 Learn about internal shifts in employment and how to provide opportunities for your agents. It’s time for another round of The Independent Agent with your hosts, Jordan and Justin! This week, things get interesting as they tackle two thought-provoking topics: But that’s not […]

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 […]