BlogHelpful Tips: For Training
Insurance and Risk Management Opportunities for Gen Z
Where Gen Z fits in insurance and risk careers: entry-level roles, the skills and designations that matter, and how agencies can develop young talent.
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.
29 results in Helpful Tips: For Training within Blog · page 1 of 2
BlogAgency Staff Articles
What Is the CIC Designation?
What the CIC designation is, which five CIC courses count, how the essay-style exams and annual update work, and how CIC compares with CPCU, CRM and CISR.
BlogHelpful Tips: For Training
QCLS Designation: What Insurance Professionals Need to Know
What the QCLS (Qualified Commercial Lines Specialist) covers, who it fits, how it compares to CISR, CLCS, AINS, ARM, and AAI, and how agencies use it.
BlogHelpful Tips: For Employees
Your Complete Guide to the CRIS Designation (Construction Risk and Insurance Specialist)
What the IRMI CRIS designation covers, the five required courses, current cost, renewal rules and how agents, CSRs and risk managers use it with contractors.
BlogHelpful Tips: For Employees
Incurred Losses Explained: Understanding Insurance Claims
What incurred losses are, how paid amounts and reserves combine on a loss run, a worked example, and how to explain the numbers to clients.
BlogHelpful Tips: For Employees
Building a Career as a Health Insurance Specialist at an Agency: Steps Beyond Licensing
How to build a health insurance specialist career at an agency after licensing: daily duties, how the role differs from billing, training, and designations.
BlogHelpful Tips: For Training
Insurance Exposure Simplified: Essential Risk Management for Insurance Professionals
What exposure means in insurance, the main types of loss exposures, how exposure bases drive premium, and a review checklist for account managers.
BlogHelpful Tips: For Onboarding
Contractual Liability Insurance: Understanding Coverage & Risks
How contractual liability works in the CGL: the insured contract definition, the contractual liability exclusion, defense of an indemnitee, and what to review.
BlogHelpful Tips: For Onboarding
Risk Retention Group (RRG): Pros and Cons Overview
What a risk retention group is, how the Liability Risk Retention Act lets an RRG write liability in every state, and the pros and cons agents should explain.
BlogAgency Staff Articles
Certificates of Insurance: Why You Need to Use Templates
How agencies use templates to issue a certificate of insurance fast and correctly: key ACORD 25 fields, limits to check, pitfalls, and a time savings example.
BlogAgency Staff Articles
What to Look for in CE Courses for Insurance Agents
How to choose CE courses for insurance agents: state approval, CE hours, relevance, instructors, format, and how to track your CE transcript before renewal.
BlogHelpful Tips: For Training
The CPCU Designation: Everything You Need to Know
What CPCU stands for; the current CPCU curriculum and course numbers; cost, timeline, and matriculation rules; and how agency staff use the designation.
BlogHelpful Tips: For Training
What's the Best Workers Compensation Training Program?
What the best workers compensation training program covers for agency staff, employers and claims teams, plus how WCP, CPDM and AIC designations compare.
BlogHelpful Tips: For Training
Installation Floater vs Builders Risk: Choosing the Right Coverage for Your Construction Project
Installation floater vs builders risk: what each covers, who buys it, when coverage starts and ends, and how agents spot gaps on a construction project.
BlogHelpful Tips: For Training
What Is the Basic Cause of Loss Form in Insurance
The ISO basic causes of loss form CP 10 10 explained: the 11 named perils it covers, how it compares with broad and special form, and when agents use it.
BlogHelpful Tips: For Hiring
Insurance 101: What New Hires Need to Know
Insurance 101 for new agency hires: how insurance works, common coverage types, health plan basics, and the terminology you will use with clients in week one.
BlogAgency Owner Articles
Commercial Insurance Education: Enhance Your Expertise Today
How to choose commercial insurance education for your agency: training options, what a good course covers, CIC Commercial Property study, and FAQs.
BlogAgency Owner Articles
What Is CISR? CISR Designation Courses, Exams and Why It Matters
How the CISR designation works: the nine courses, the five-course rule, final exam and proctor rules, annual updates, membership dues and CISR Elite.
BlogHelpful Tips: For Training
The Role of Account Executive in Insurance Agencies: Understanding the Insurance Account Executive
What an insurance account executive does in an agency: account management, renewals, underwriter work, risk advice, cross-selling, goals and pay.
BlogHelpful Tips: For Training
Where You Can Find the Best Property Insurance Training
Explore top property insurance training options. Gain expertise in underwriting, claims, and policy interpretation to advance your career.
BlogHelpful Tips: For Training
The Primary and Noncontributory Endorsement: What It Means and Why It Matters
What primary and noncontributory means, how ISO CG 20 01 sets the order of coverage for additional insureds, and what agencies should check on contracts and COIs.
BlogHelpful Tips: For Training
Understanding the Purpose of Auto Symbol 7 in Commercial Auto Coverage
Symbol 7 covers only the autos listed on the declarations. Learn how the 30-day newly acquired auto rule works and when symbol 7 leaves a gap.
BlogAgency Owner Articles
3 Steps for Training New Employees in Agencies
Training is a vital component to making sure those early days for a new employee go as smoothly as possible.
BlogAgency Staff Articles
What Every Agent Needs to Know about Insurance Education
Insurance is a massive industry and even if you focus on a specific niche, there is still an endless amount of information you can consume.
