Essential Resources & Blogs for Insurance Agency Success

What to Do When Hygiene Becomes a Problem In the Office

Agency Owner Articles, Helpful Tips: For Leadership

There is a logical expectation that employees in your agency will use a commonsense approach regarding appropriate hygiene and sanitary practices. Your agency very likely has a section in the employee handbook that covers general guidelines about personal hygiene. It is typically a safe assumption that employees will follow it without much discussion required.  Unfortunately, […]

Unlimited Vacation: Not Always a Day at the Beach

Agency Owner Articles, Helpful Tips: For Leadership

The idea of unlimited vacation gained popularity a few years ago as large corporations like Netflix, Hubspot, and Linked in made national headlines for offering this benefit to employees. And while it may sound like a great option to get the attention of potential new hires, there are many factors to evaluate before adding it […]

4 Ways to Avoid Traps of the Agency Bill Process

Agency Owner Articles, Helpful Tips: For Leadership

While most agencies find it necessary to access policies that are only available through an agency bill set up, many can also attest to the headache involved. Having this option available can be valuable for meeting clients’ needs.  However, it can become problematic if agencies do not monitor it, and clients take advantage of it. […]

How to Bridge the Benefits Gap in Your Agency

Agency Owner Articles, Helpful Tips: For Leadership

The desire to achieve a balance between projects at work and obligations at home has been a relevant topic of conversation for a long time. When employees can achieve this, they are less stressed and happier with their employer, which usually means they are more productive and more likely to stick with their job. Many […]

Cutting Through Confusing Reports in the AMS

Agency Owner Articles, Helpful Tips: For Leadership

Insurance agencies rely on reports to review and track performance across this organization.  Reports provide insight agency leaders need to compare the agency’s current status against its goals and make appropriate strategic decisions to keep the organization progressing forward. The problem that arises, however, is that reports are often difficult to understand and interpret. System-generated […]

4 Ways to Eliminate Confusion in the Submission Process

Agency Owner Articles, Helpful Tips: For Leadership

The new business process is critical to the growth of an agency.  However, it can often full of inefficient and inconsistent processes.  Without the right tools and guidelines, producers can easily find themselves creating their way of doing things, leaving the next person in the process without all of the necessary details to manage the […]

How to Create Connection in a Socially Distanced World

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

Quick Tips for Tackling Conflict in the Office

Agency Owner Articles, Helpful Tips: For Leadership

Each employee within an agency is wired differently from the next. Having a staff of individuals who work and think differently can be great when people can collaborate and play off one other’s strengths. However, some individual temperaments can be so contrasting that it can cause friction.  When this happens, problems can arise that are […]

4 Tips to Ease Your Outsourcing Transition Pains

Agency Owner Articles, Helpful Tips: For Leadership

Outsourcing has become an increasingly popular option at agencies across the country to handle data entry and back-end processes that do not require client interaction.  Agencies have found this to be a great way to fill entry-level positions as the pool of eligible candidates continues to shrink.   It also proves to be beneficial as […]

Should You Invest in a Professional Designation?

Agency Owner Articles, Helpful Tips: For Employees

Continuing education comes with the territory for insurance professionals and one option that continues to be popular in the industry is professional designation courses.  There are several choices available, each with its own requirements as well as pros and cons.   Given that there are so many options, what do agencies need to be aware […]