Essential Resources & Blogs for Insurance Agency Success

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

Marketing Strategies to Grow Your Insurance Agency (from the Experts)

Agency Owner Articles

Introduction to Insurance Marketing Strategies Let’s face it – marketing insurance agency businesses today isn’t easy. Agencies are up against tough competition, the complexities of digital marketing for insurance agencies, and consumers who are more distracted than ever. While traditional approaches like referrals and print ads still matter, they just aren’t enough on their own […]

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, […]

Everything You Should Know About the AINS Designation

Agency Staff Articles, Helpful Tips: For Employees

What is the AINS Designation The Associate in Insurance (AINS) designation is a fundamental credential for insurance professionals looking to establish a solid foundation in the industry. Let’s explore what this credential means for your career – from requirements and costs to how it affects your salary and career growth opportunities. We’ll take a deep […]

Essential insurance agency software Solutions in 2025

Agency Owner Articles, Agency Staff Articles

What to Look for in Insurance Agency Solutions The insurance industry has seen major digital shifts recently, with cutting-edge insurance agency management systems becoming a key advantage for successful firms. As we move through 2025, agencies using robust insurance agency management software are gaining a significant edge over rivals that are still stuck with outdated […]

Commercial Insurance Classes Education: Enhance Your Expertise Today

Agency Owner Articles, Helpful Tips: For Training

Commercial Insurance Education: Enhancing Your Agency’s Expertise Whether you’re an owner, manager, or employee at an insurance agency, having access to a course for insurance is essential, whether for yourself or your staff. General insurance education is great for new agents during the initial licensing phase, but specialized training is crucial for developing expertise in […]

What is CISR Designation and Why it is Important?

Agency Owner Articles, Agency Staff Articles, Helpful Tips: For Training

Understanding the Certified Insurance Service Representative (CISR) Designation The Certified Insurance Service Representative (CISR) designation is a widely recognized certification in the insurance industry. Offered by the CISR National Alliance, it is designed to provide insurance professionals with a structured approach to learning about coverage, risk management, and customer service. The CISR program helps agents […]

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 […]

Understanding the CG 2404 Endorsement

Agency Owner Articles, Agency Staff Articles, Coverage Article

What is the CG 2404 Endorsement? The CG 2404, also known as Waiver of Transfer of Rights of Recovery Against Others to Us, is a commonly used waiver of subrogation endorsement (WOS endorsement) in commercial general liability (CGL) policies. This waiver of subrogation form allows the named insured to waive their insurer’s right to subrogate […]

What’s the Difference Between an Occurrence vs Claims Made Form?

Coverage Article, Helpful Tips: For Employees

Understanding Occurrence vs. Claims-Made Insurance Policies A professional signing an insurance policy document. Insurance professionals often face decisions that affect policy coverage and risk management. Understanding the difference between claims-made vs occurrence forms is a critical part of these decisions. This article explains the distinctions between these two forms, offering clarity on occurrence based vs […]