Essential Resources & Blogs for Insurance Agency Success

Get helpful resources, guides, content, and podcasts on insurance, agency ownership, and more by visiting our insurance agency blog and resource center.

214 results in Agency Owner Articles or Agency Staff Articles or Helpful Tips: For Employees or Helpful Tips: For Leadership or Helpful Tips: For Training · page 9 of 9

  • BlogAgency Owner Articles

    4 Strategies to Help Your Agency Navigate COVID-19

    Discover four essential strategies to help your insurance agency navigate the challenges of COVID-19: fostering empathy, educating your team, enabling remote work, and maintaining connectivity. Implement these approaches to ensure resilience and continued service during uncertain times

    Trenton Berry

  • BlogAgency Owner Articles

    Three Driving Principles to Inspire Customer Loyalty

    Empathy, responsibility, and transparency are essential principles for fostering customer loyalty. By integrating these values into your agency's culture, you can build lasting relationships and enhance client retention.

    Trenton Berry

  • BlogAgency Staff Articles

    Winter Got You Down?

    Combat winter burnout by embracing Total CSR's training solutions, designed to enhance employee engagement and performance during seasonal downtimes.

    Trenton Berry

  • GuidesAgency Owner Articles

    7 Ways Top Agencies Leverage Culture to Fight Turnover Problems

    Discover seven proven strategies top insurance agencies use to build a positive workplace culture that reduces turnover: from regular employee recognition to fostering emotional safety and work-life balance.

    Trenton Berry

  • BlogAgency Owner Articles

    Mentors: Invaluable to All Stages of an Insurance Career

    Mentorship is crucial at every stage of an insurance career. It provides guidance, support, and growth opportunities, benefiting both new hires and seasoned professionals.

    Trenton Berry

  • BlogHelpful Tips: For Employees

    Admitted vs. Non-Admitted Insurance Companies: Key Differences

    Admitted insurance companies are licensed and regulated by state authorities, offering consumer protections like access to state guaranty funds. Non-admitted insurers, or surplus lines carriers, provide coverage for high-risk or unique needs but lack state-backed protections.

    Trenton Berry

  • BlogAgency Owner Articles

    InsureTech Connect: Meet Game-Changers in Insurance

    Join industry leaders at InsureTech Connect (ITC) 2025 in Las Vegas to explore cutting-edge insurance innovations, network with experts, and discover transformative solutions shaping the future of insurance.

    Trenton Berry

  • BlogAgency Owner Articles

    Improve Your Onboarding Program with These 2 Changes

    Enhance your insurance career with the Certified Insurance Service Representative (CISR) program. This nationally recognized designation equips professionals with in-depth knowledge of personal and commercial lines, risk management, and customer service. Earn the CISR by completing five out of nine specialized courses and exams within three years. Stay current with annual updates to maintain your expertise.

    Trenton Berry

  • BlogAgency Owner Articles

    When in Doubt Deploy Empathy

    Learn how to foster a compassionate work environment by deploying empathy: understand diverse employee needs, accommodate work-life balance, and support personal commitments for a more engaged and loyal team.

    Trenton Berry

  • BlogAgency Staff Articles

    3 Overlooked GL Endorsements for Contractors

    Many agencies have a portion of their client base performing construction operations, and while the premium and resulting commissions can be good for the agency, there are several exclusions involved that can potentially leave a client high and dry when a claim arises.

    Trenton Berry

  • BlogAgency Owner Articles

    Make the Most of New Hire Trial Periods

    Implement a structured 30-60-90 day trial period for new hires in your insurance agency to ensure cultural fit, provide clear expectations, and facilitate smooth integration, enhancing long-term retention and performance.

    Trenton Berry

  • BlogAgency Owner Articles

    The High Costs of Turnover

    Employee turnover can cost up to 150% of an employee's annual salary, considering recruitment, training, and lost productivity. Implementing effective retention strategies can significantly reduce these expenses.

    Trenton Berry

  • BlogAgency Owner Articles

    The Soft Skills Gap: How Employers Are Missing Crucial Needs

    Employers are facing significant soft skills gaps, particularly in communication, business acumen, and customer service. Approximately 71% of frontline employees lack these essential skills, despite 75% of employers believing they provide adequate development programs.

    Trenton Berry

  • BlogAgency Owner Articles

    The Power of Empathy: How Millennial Owners Are Succeeding

    Millennial business owners are prioritizing empathy in the workplace, emphasizing employee well-being and fostering a culture of care. Studies show that 66% of millennial-owned small businesses focus on creating a supportive environment, leading to increased employee loyalty and productivity.

    Trenton Berry

  • BlogAgency Owner Articles

    The First 90 Days: Building Strong Employee Relationships

    The first 90 days are crucial for new hires. A structured onboarding process that includes clear expectations, proper training, and regular feedback can significantly reduce early turnover and enhance employee engagement.

    Trenton Berry

  • BlogAgency Owner Articles

    Compassionate Termination of an Employee

    Learn how to handle employee terminations with empathy and respect, ensuring a compassionate approach that maintains your agency's integrity and supports the affected individual.

    Trenton Berry

  • BlogAgency Owner Articles

    Recognize and Embrace the Power of Employee Feedback

    Foster a culture of engagement by actively seeking and acting upon employee feedback. Focus on areas like professional development, benefits, diversity, flexibility, and leadership to enhance retention and performance.

    Trenton Berry

  • BlogAgency Owner Articles

    Leveraging the Power of Onboarding

    Implement a structured onboarding process that covers company culture, rules, collaboration, competencies, and performance. Utilize training sessions, team meetings, and one-on-one discussions to integrate new hires effectively, leading to higher engagement and productivity.

    Trenton Berry

  • BlogAgency Owner Articles

    Integrating Technology Into Your Employee Framework

    Integrate technology into your insurance agency's employee framework to enhance recruitment, onboarding, performance management, and continuous learning, ensuring a competitive edge in the evolving market.

    Trenton Berry

  • BlogAgency Owner Articles

    How Well-Executed Onboarding Springboards Employee Success

    Implement a strategic onboarding process that extends beyond orientation: define clear roles, integrate compliance training meaningfully, and establish milestones to support new hires and enhance long-term success.

    Trenton Berry

  • BlogAgency Owner Articles

    Setting Up An Effective New Hire Framework

    Implement a structured new hire framework in your insurance agency by providing comprehensive orientation, clear organizational information, regular check-ins, and opportunities for personal connections to enhance employee integration and engagement.

    Trenton Berry