Essential Resources & Blogs for Insurance Agency Success

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

Level Up Insurance Training Through Video

Agency Owner Articles, Helpful Tips: For Training

When was the last time you used YouTube to research a topic or find “how-to” instructions? If you are anything like the rest of the world, you most likely looked something up today.    Video is quickly becoming the most common way Millennials and Gen Z consume information and the percentage rises exponentially every year. […]

How To Train Insurance Agents?

Agency Owner Articles, Helpful Tips: For Training

New insurance agents receive vocational training from their employer before they are hired. Participants in a pre-licensing course learn which insurance policies they want to sell and apply for, and they also receive training in sales strategies. The session usually lasts a few days or longer and covers topics that appear on the state admissions […]

Winter Got You Down?

Agency Staff Articles, Helpful Tips: For Employees

Drastically Improve Your Onboarding Program by Making These 2 Changes

Agency Owner Articles, Helpful Tips: For Onboarding

Drastically Improve Your Onboarding Program by Making These 2 Changes Inevitably, agencies are going to have their new hires sit at a desk and watch another CSR perform his or her/job duties – and they’ll call this “onboarding.” It’s a necessary, but often ill-conceived attempt at a comprehensive onboarding process, but we know that there’s […]

3 GL Endorsements That Generalist Agents Overlook When Dealing With Contractors

Agency Staff Articles, Helpful Tips: For Employees

3 GL Endorsements That Generalist Agents Overlook When Dealing With 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. It’s […]

Make the Most of New Hire Trial Periods

Agency Owner Articles, Helpful Tips: For Hiring

Leveraging the Power of Onboarding

Agency Owner Articles, Helpful Tips: For Onboarding

How Well-Executed Onboarding Springboards Employee Success

Agency Owner Articles, Helpful Tips: For Onboarding

How Well-Executed Onboarding Springboards Employee Success The problem with modern employee onboarding is that employers tend to turn the process into an orientation. Robin Erickson, one of the leading experts in the talent acquisition industry, says that often instead of true onboarding employees end up going through, “a two- or three-day whirlwind of compliance-related paperwork, […]