BlogAgency Owner Articles
What is CISR Designation and Why it is Important?
Certified Insurance Service Representative (CISR) is a certification/designation program for insurance agents who want to provide the best customer service.
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BlogAgency Owner Articles
Certified Insurance Service Representative (CISR) is a certification/designation program for insurance agents who want to provide the best customer service.
BlogHelpful Tips: For Training
Discover how the role of an account executive in insurance manage client relationships and provide policy solutions to drive success in agencies.
BlogAgency Owner Articles
Learn how the CG 2404 endorsement impacts liability and contract compliance. Understand its benefits, risks, and key misconceptions.
BlogHelpful Tips: For Training
Explore top property insurance training options. Gain expertise in underwriting, claims, and policy interpretation to advance your career.
BlogHelpful Tips: For Training
Learn how the Primary and Noncontributory Endorsement clarifies insurance coverage and meets contract requirements in liability policies.
BlogHelpful Tips: For Training
Learn everything about Auto Symbol 7, its purpose in business auto policies, and how it impacts commercial auto insurance coverage.
BlogAgency Owner Articles
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
The pandemic of 2020 will impact the economy in ways that we have yet to understand fully. The insurance industry is certainly not insulated from this.
BlogAgency Owner Articles
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
As access to people and businesses has been difficult, producers have faced the challenge of attempting to create and build relationships with prospects.
BlogAgency Owner Articles
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
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
While meetings occur with different parties for different reasons, the carrier marketing rep meetings can be particularly challenging.
BlogAgency Owner Articles
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
Tension can result as both agencies struggle to figure out how they will adapt and work together in the future.
BlogAgency Owner Articles
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
Despite the significant improvement over recent years, there is still work to create better gender equality.
BlogAgency Owner Articles
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
Building a career in insurance, while very lucrative, is not without its stumbles along the way.
BlogAgency Owner Articles
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
Finances can be a sensitive subject in any business, and this is true in an insurance agency.
BlogAgency Owner Articles
Insurance agency financials play an important part in painting the overall picture of an organization’s health and performance.
BlogAgency Owner Articles
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
To keep the tradition alive, agency owners must have a plan to usher in the next generation to take control of the company eventually.