Explore Total CSR's blog archives for insights, tips, and resources tailored to insurance agency success. Stay informed with expert articles and industry updates.
92 results in Helpful Tips: For Leadership or Helpful Tips: For Training within Blog · page 2 of 4
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
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.
BlogAgency Owner Articles
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
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
When it comes to keeping a full bank of prospects year-round, lead lists are one option available to insurance agencies.
BlogAgency Owner Articles
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.
BlogAgency Owner Articles
Choosing the cookie-cutter approach to producer management and compensation rather than evaluating each producer book on merit can lead to frustration.
BlogAgency Owner Articles
Knowing that a remote work environment may be necessary for a few more months, or potentially permanent, it is increasingly critical that leaders find ways to encourage individuals and teams who have lost momentum.
BlogAgency Owner Articles
The truth is it is an industry that has struggled with diversity and inclusion for a long time. Even as that tide has started to shift, there is still work required to shift mindsets inside and outside insurance.
BlogAgency Owner Articles
A marketing plan that lacks design and planning will fall flat with little generation of sales. Understanding that marketing is a representation of the agency and the agents is critical to creating a workable plan.
BlogAgency Owner Articles
There is no right or wrong way to write a dress code, but here are few things to consider when modernizing your company policy on acceptable attire.
BlogAgency Owner Articles
Once an employee brings a co-worker's hygiene to your attention, it is essential to act before the stink becomes a problematic stench (literally or figuratively) that interferes with work and performance.
BlogAgency Owner Articles
And while it may sound like a great option to get the attention of potential new hires, there are many factors to evaluate before adding it to your agency benefits package.
