Essential Resources & Blogs for Insurance Agency Success

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 […]

Evaluating & Resolving the Gender Pay Gap in Your Agency

Agency Owner Articles, Helpful Tips: For Leadership

How To Stop the Gossip Train from Gaining Steam In Your Agency

Agency Owner Articles, Helpful Tips: For Leadership

Every agency is at risk of becoming victim to the behavior of individual employees.  This deterioration of company culture often stems from gossip and rumors starting with a couple of people and spreading like wildfire.  Whether the information has any merit, it can create anxiety, fear, and doubt among staff very quickly, leading to a […]

What Owners Need to Know About Protecting Agency Finances

Agency Owner Articles, Helpful Tips: For Leadership

Finances can be a sensitive subject in any business, and this is true in an insurance agency.   Whether it is accounts receivable and payable, commissions, contingency income, payroll, or bank accounts, all of these things are critical to its function.  To ensure that the agency can continue operating at the most efficient level financially, […]