BlogHelpful Tips: For Employees
What's the Difference Between an Occurrence vs Claims Made Form?
Understand occurrence vs. claims-made insurance forms with practical insights for professionals in medical malpractice and liability coverage decisions.
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.
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BlogHelpful Tips: For Training
The Primary and Non-Contributory Endorsement: What It Means and Why It Matters
Learn how the Primary and Noncontributory Endorsement clarifies insurance coverage and meets contract requirements in liability policies.
BlogHelpful Tips: For Training
Understanding the Purpose of Auto Symbol 7 on the Business Auto Policy
Learn everything about Auto Symbol 7, its purpose in business auto policies, and how it impacts commercial auto insurance coverage.
BlogAgency Owner Articles
3 Keys to Job Security in a Pandemic
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 Staff Articles
Finding the Right Niche During an Ongoing Pandemic
While some businesses have had to close permanently, some have found success despite the pandemic's challenges.
BlogAgency Owner Articles
Finding Prospects During a Persisting Pandemic
As access to people and businesses has been difficult, producers have faced the challenge of attempting to create and build relationships with prospects.
BlogAgency Staff Articles
Winning Back an Unpaid Bonus
While calculation and payment are typically straightforward, there can be issues in any areas of the bonus agreement that are ambiguous.
BlogAgency Staff Articles
3 Helpful Tips for Beginners in the Insurance Industry
Early in your insurance career it can be challenging to understand all the ins and outs of how an agency operates.
BlogAgency Owner Articles
How to Use Challenges as Fuel to Improve
Building a career in insurance, while very lucrative, is not without its stumbles along the way.
BlogAgency Staff Articles
Making the Most of Your 1st Year in Insurance
While the learning curve in the insurance industry can be significant, the beginning months are a great time to build a foundation for success.
BlogAgency Staff Articles
How to Leave & Return to A Career In Insurance
While the idea of leaving and then trying to come back can be intimidating, think of it as temporarily moving to another community knowing you will return to your hometown when it's time to settle down and build a life.
BlogAgency Staff Articles
How to Navigate the Path from Service to Sales
A role in production often affords flexibility, the opportunity to determine your earning potential, and residual income on retained accounts.
BlogAgency Staff Articles
How To Make the Leap from Agency Employee to Owner
The information here will provide insight into the critical items that should be on every new agency owner's mind.
BlogAgency Owner Articles
How to Create Connection in a Socially Distanced World
Whether it is adherence to social distancing guidelines, working with clients that are too busy or located a long way from the office, there are still many advantages to learning how to market and build relationships remotely that are beneficial now and will prove to be useful in the future.
BlogAgency Staff Articles
What Every Agent Should Do Before Signing an Insurance Producer Agreement
Learn what every insurance agent needs to know before signing a producer agreement, including tips, risks, and steps to maximize your career success.
BlogAgency Owner Articles
Should You Invest in a Professional Designation?
Continuing education comes with the territory for insurance professionals and one option that continues to be popular in the industry is professional designation courses.
BlogAgency Owner Articles
4 Resources Every New Employee Needs
Without clear guidelines, employees are doing things the best way they know-how, but very likely doing things their own way. When this happens, important steps can be missed and results will be inconsistent.
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 Owner Articles
4 Steps Account Managers Can Take to Handle Difficult Clients
When working in a customer service role in an insurance agency (or any industry), there is bound to be conflict at some point. It can certainly be frustrating if your goal is to help the customer and they are not responding positively to your efforts.
BlogAgency Owner Articles
The Best Way to Deliver Bad News to a Client
Situations will arise from time to time which requires an employee to have a difficult conversation with a client. Having this conversation can feel especially stressful if they did not have any control over the decisions that were made leading up to that point.
BlogAgency Staff Articles
What Every Account Manager Should Do When Asking for a Raise
If anyone is finding that they are shouldering the majority of the work and not being fairly compensated for their efforts, it's only natural that they may start to feel underpaid and underappreciated.
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.
BlogAgency Owner Articles
How Multitasking is Killing Efficiency And 3 Tips to Avoid It
Multitasking can have a significant impact on both efficiency and quality of work which can impact the quality of service clients are receiving.
BlogAgency Owner Articles
3 Quick Tips for Engaging and Retaining Customers
A critical component to the success of an insurance agency is retention. While an agency needs to bring in new business to continue growing, it is far more cost-effective to retain customers than it is to acquire new ones. In fact, agencies cannot grow if customers are leaving as quickly as they are coming in.
