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Finding Prospects During a Persisting Pandemic
Agency Owner Articles, Helpful Tips: For Employees
As the pandemic has persisted and evolved, it has brought many challenges to insurance agencies. While many of these difficulties have depended on each agency’s region, there are universal struggles we all face. Producers are faced with the challenge of creating and building relationships with prospects new and old without much access to new opportunities. […]
Breathing Life Back Into An Old & Ugly Office Space
Agency Owner Articles, Helpful Tips: For Leadership
Some insurance agencies boast modern buildings with sleek exteriors and fresh interiors. On the other hand, there are still many agencies on the opposite end of the spectrum. They operate in old buildings handling required maintenance but leave even simple updates at the bottom of the expense and the to-do list. While some agency owners […]
How to Handle a Decline In Employee Performance
Agency Owner Articles, Helpful Tips: For Leadership
It is always difficult to watch a top performer in your agency start to demonstrate a decline in performance. There can be a tendency to bend over backward to save the employee by overlooking the growing performance issues hoping that they will turn things around. However, turning a blind eye is damaging to the employee […]
Winning Back an Unpaid Bonus
Agency Staff Articles, Helpful Tips: For Employees
Bonuses are commonly used across insurance agencies to incentivize and reward growth. And while calculation and payment are typically straightforward, there can be issues in any areas of the bonus agreement that are ambiguous. This lack of clarity can lead to issues when it comes time for the employee to collect. While problems with bonuses […]
3 Tips for More Effective Carrier Meetings
Agency Owner Articles, Helpful Tips: For Leadership
When it comes to making the most of each workday in an insurance agency, time management is essential. This time issue is especially applicable to the constant barrage of meeting invites that chime in our inboxes daily. Meetings can quickly consume hours of our days and cause a significant blow to productivity. While meetings occur with different parties […]
3 Helpful Tips for Beginners in the Insurance Industry
Agency Staff Articles, Helpful Tips: For Employees
Early in your insurance career, you may be asked to do things that you’re not sure are right. The thought of saying “no” to a request like this may feel like an intimidating prospect. However, not every request deserves a “yes.” In fact, automatically agreeing to everything asked of you can have unintended consequences. Here […]
How to Help a Struggling Coworker
Agency Owner Articles, Helpful Tips: For Leadership
As nice as it would be for our personal and professional lives could remain separate, the two often intersect and impact one another. This crossover can be OK if appropriate boundaries are in place with limited interaction between the two. However, as work and home merge closer and closer together, it is not easy to […]
Overcoming Hurdles After an Agency Acquisition
Agency Owner Articles, Helpful Tips: For Leadership
The acquisition presents a variety of complications from a business and cultural standpoint. Often, employees are left unaware of what is happening behind the scenes until the purchase is final. This type of announcement typically comes as an unwelcome surprise. Tension can result as both agencies struggle to figure out how they will adapt and work […]
How to Make the Most of Meetings in Your Agency
Agency Owner Articles, Helpful Tips: For Leadership
One of the many responsibilities of being an agency leader is attending meetings. Meetings scheduled with clients, other leaders in the organization, individual employees or teams, or carrier reps can quickly fill up calendars. And while there is value in pulling people in the agency together to review, regroup, and strategize on agency initiatives, meeting […]
How to Address Gender Bias In Your Agency
Agency Owner Articles, Helpful Tips: For Leadership
The insurance industry has struggled with issues surrounding sexism for its entire existence. Insurance is a very male-dominated industry, with most leadership positions still held by men. Many agencies have operated with very traditional gender-specific roles within their organizations, while others have been more progressive. Despite the significant improvement over recent years, there is still […]