BlogHelpful Tips: For Onboarding
Contractual Liability Insurance: Understanding Coverage & Risks
Explore contractual liability insurance to understand how it protects your business from financial liabilities assumed in contracts.
Essential Resources & Blogs for Insurance Agency Success
Explore Total CSR's blog archives for insights, tips, and resources tailored to insurance agency success. Stay informed with expert articles and industry updates.
77 results in Helpful Tips: For Hiring or Helpful Tips: For Leadership or Helpful Tips: For Onboarding within Blog · page 1 of 4
BlogHelpful Tips: For Onboarding
Risk Retention Group (RRG): Pros and Cons Overview
Learn about the pros and cons of a risk retention group (RRG), including customized coverage, regulatory challenges, and potential risks.
BlogHelpful Tips: For Hiring
Insurance 101: What New Hires Need to Know
Boost your career and understanding with Insurance 101. Learn essential insurance fundamentals and discover the opportunities waiting for you.
BlogAgency Staff Articles
The Role of an Insurance Account Manager: Responsibilities, Skills, and Career Insights
Explore the role of an insurance account manager, including key responsibilities, essential skills, and career growth opportunities.
BlogAgency Owner Articles
The Impact of the Pandemic on the Insurance Industry
The insurance industry has already had to make some uncomfortable shifts. Businesses have downsized or closed, and claims against carriers are coming from every direction.
BlogAgency Owner Articles
Boost Employee Productivity in a Remote Workplace
As so many made the transition overnight, being able to effectively move all operations from inside the same building into everyone’s homes has been difficult for both agencies and their employees.
BlogAgency Owner Articles
Breathing Life Back Into An Old & Ugly Office Space
The wrong environment can send the wrong message to both employees and clients, it can present a challenge when an owner doesn’t see the problem the employees are staring at every day.
BlogAgency Owner Articles
How to Handle a Decline In Employee Performance
Turning a blind eye to poor performance is damaging to both the culprit and the other employees having to pick up the slack of their co-worker.
BlogAgency Owner Articles
3 Tips for More Effective Carrier Meetings
While meetings occur with different parties for different reasons, the carrier marketing rep meetings can be particularly challenging.
BlogAgency Owner Articles
How to Help a Struggling Coworker
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.
BlogAgency Owner Articles
Overcoming Hurdles After an Agency Acquisition
Tension can result as both agencies struggle to figure out how they will adapt and work together in the future.
BlogAgency Owner Articles
How to Make the Most of Meetings in Your Agency
While there is value in pulling people in the agency together to review, regroup, and strategize on agency initiatives, meeting fatigue is real.
BlogAgency Owner Articles
How to Address Gender Bias In Your Agency
Despite the significant improvement over recent years, there is still work to create better gender equality.
BlogAgency Owner Articles
Evaluating & Resolving the Gender Pay Gap in Your Agency
While some agencies may still shy away from acknowledging or discussing the issue, that does not make it any less real or meaningful.
BlogAgency Owner Articles
How To Stop the Gossip Train from Gaining Steam In Your Agency
Whether the information has any merit, gossip can create anxiety, fear, and doubt among staff very quickly, leading to a downturn in an organization.
BlogAgency Owner Articles
What Owners Need to Know About Protecting Agency Finances
Finances can be a sensitive subject in any business, and this is true in an insurance agency.
BlogAgency Owner Articles
How to Address Employee Interest In Agency Financials
Insurance agency financials play an important part in painting the overall picture of an organization’s health and performance.
BlogAgency Owner Articles
Important Tips to Protect Relationships in a Family Agency
As much as insurance agencies desire to keep operations within the family, there are family dynamics and generational gaps at play, which can create conflict as a parent and child may disagree on how to run the business.
BlogAgency Owner Articles
How to Set Your Child Up for a Successful Insurance Career
To keep the tradition alive, agency owners must have a plan to usher in the next generation to take control of the company eventually.
BlogAgency Owner Articles
Providing Opportunities to Employees In Your Agency
When opportunities present themselves within the agency, opening those positions up to other staff may be met with resistance by some, but can be an exciting possibility to others who want to explore new roles.
BlogAgency Owner Articles
What Every Agency Should Do to Prepare for Employee Retirements
While there is no way to replace long-term experience, service, and friendships that an employee built, there are ways for agencies to prepare for their departure.
BlogAgency Owner Articles
How to Know When it's Time to Hire in Your Agency
Whether an agency is overstaffed or understaffed will impact the organization, and both can cause stress for different reasons.
BlogAgency Owner Articles
What Agencies Need to Know Before Buying Lead Lists
When it comes to keeping a full bank of prospects year-round, lead lists are one option available to insurance agencies.
BlogAgency Owner Articles
Dealing with Problems in the Sales Process
Convincing a producer to change their selling habits may not be the easiest task, but here are some tips to break things down and get to the root of the problem so the producer can get back to doing what they do best.
