Essential Resources & Blogs for Insurance Agency Success

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

Successfully Managing a Multi-Generational Agency

Agency Owner Articles, Helpful Tips: For Leadership

Insurance agencies across the US are facing an unprecedented challenge as there are currently more generations in the workforce than ever before.  As the retirement age rises, there are more workers, both full time and part-time, in their 60s, 70s and even 80s.  At the same time, a new generation in their early 20’s is […]

Leading Your Agency Through the Unknown: Overcoming Fear in Leadership

Agency Owner Articles, Helpful Tips: For Leadership

Most, if not every, agency owner would take a crystal ball if they had the opportunity.  The ability to see into the future, play through different decisions, and  control how everything turns out would make life so much easier.  To have the foresight that allows us to make strategic decisions that lead to the very […]

Effective Change Management For Insurance Agencies

Agency Owner Articles, Helpful Tips: For Leadership

The idea of change in the workplace, or change management is a popular topic of discussion, but not quite as popular from an implementation standpoint. Change is part of our daily lives and certainly applies to running a successful insurance agency. The rate of change in the insurance industry is at an all-time high, and […]

3 Ways to Help Employees Avoid Job Burnout

Agency Owner Articles, Helpful Tips: For Leadership

The insurance industry can be very demanding as employees try to juggle client, company and coworker relationships as well as process large amounts of coverage and business information all at the same time. Trying to manage all these different aspects within a job can be extremely stressful. According to a 2017 study, a job in insurance […]

4 Strategies to Help Your Agency Navigate COVID-19

Agency Owner Articles, Helpful Tips: For Leadership

7 Ways Top Agencies Leverage Culture to Fight Turnover Problems

Agency Owner Articles, Helpful Tips: For Leadership

The success of an agency is measured not only by profits and topline growth, but also in how the employees of the agency feel about the company. In recent years “culture” has become a buzz word in the business world, but this does not make it any less critical. Thriving insurance agencies recognize the value of […]

Mentors: Invaluable to All Stages of an Insurance Career

Agency Owner Articles, Helpful Tips: For Leadership

By: Olivia Schmitt I recently read an article on Forbes.com in which Roger Martin, noted as a “top management thinker” was interviewed for the advice he would give people early on in their career.   It was a quick read with a lot of great insight that I think could apply to different career stages. […]

When in Doubt Deploy Empathy

Agency Owner Articles, Helpful Tips: For Leadership

When in Doubt Deploy Empathy Men and women are constantly battling to achieve a work/life balance. And the problem with this ongoing battle is that it is often defined differently by the organization and each of its employees. I am not saying that you have to redefine how your agency views its work/life balance, but […]

Why Practitioners Are the Most Effective Leaders in Insurance Agencies

Agency Owner Articles, Helpful Tips: For Leadership

True Leaders are Doers: Why Practitioners Are the Most Effective Leaders Leading an insurance agency is not an easy task. You have to be part sales manager, part cheerleader, and part master strategist. You are constantly being pulled in dozens of different directions at one time. While you can read a new book about leadership […]

The High Costs of Turnover

Agency Owner Articles, Helpful Tips: For Leadership