Essential Resources & Blogs for Insurance Agency Success

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

Contractual Liability Insurance: Understanding Coverage & Risks

Coverage Article, Helpful Tips: For Onboarding, Helpful Tips: For Training

Navigating the Complexities of Contractual Liability Insurance Understanding insurance can often be overwhelming, particularly when it involves contractual liability insurance. This specialized form of contract insurance is essential for businesses, as it protects against potential financial losses arising from liabilities assumed within contracts. Liability insurance contracts play a crucial role in managing risks associated with […]

Risk Retention Group (RRG): Pros and Cons Overview

Coverage Article, Helpful Tips: For Onboarding, Helpful Tips: For Training

Understanding the Pros and Cons of a Risk Retention Group Navigating insurance options can be challenging, especially when exploring alternatives like RRG insurance. But what exactly is a risk retention group, and what does RRG stand for? In simple terms, a risk retention group (RRG) is a liability insurance company owned directly by its members, […]

The Role of an Insurance Account Manager: Responsibilities, Skills, and Career Insights

Agency Staff Articles, Helpful Tips: For Onboarding

Understanding the Role of an Insurance Account Manager Image depicting the meaning of what an account manager does An insurance account manager, sometimes referred to as a CSR (insurance customer service representative), insurance account coordinator, or insurance relationship manager, plays a crucial role in maintaining strong client relationships and ensuring policyholders receive the service they […]

How to Prevent a New Hire from Disrupting Your Culture

Agency Owner Articles, Helpful Tips: For Onboarding

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 […]

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, […]

Setting Up An Effective New Hire Framework

Agency Owner Articles, Helpful Tips: For Onboarding

Methods of Creating a Supportive and Effective New Hire Framework A recent review of new hire practices has sparked some interesting discussion about the best methods of integrating new employees within a company. Author Claire Petrie discusses two distinctly different examples of her own personal experience with being a new hire. She also provides key […]