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Articles, podcasts, videos, and industry guides to support
you and your insurance agency
Coverage Article, Helpful Tips: For Training
Understanding the Basic Cause of Loss Form in Insurance The Basic Cause of Loss Form, sometimes referred to as CP 10 10 or cp1010, is a key part of commercial property insurance, providing a clearly defined level of protection against specific causes of loss in insurance. For insurance professionals and policyholders alike, understanding this named-peril […]
Helpful Tips: For Hiring, Helpful Tips: For Training
Understanding Insurance 101 as a New Hire Starting a career in insurance can feel daunting, so this guide aims to provide straightforward, detailed insights that help newcomers succeed. In this article, we’ll touch on everything from fundamental terminology to industry trends, practical advice, and training requirements—all while using the keyword Insurance 101 as our framework. […]
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 […]
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 […]
Helpful Tips: For Training
Introduction to the Role of the Account Executive A professional account executive in an insurance agency, managing client policies and relationships. Professionals serving as account executive specialists play a vital role by connecting clients with suitable policy options. An insurance account executive manages client relationships, oversees policy documentation, and communicates changes that affect both clients […]
Helpful Tips: For Training
Finding Property Insurance Training that is Right for You Students attending a property insurance training class, learning about underwriting, claims handling, and policy regulations in a professional setting. Property and casualty insurance training is essential for professionals looking to develop expertise in underwriting, claims handling, policy interpretation, and customer service. High-quality training ensures that agents […]
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 […]
Coverage Article, Helpful Tips: For Training
Why the Primary and Non-Contributory Endorsement Matters in Insurance and What it Means Insurance professionals often encounter situations where determining the order of coverage can be challenging. The primary and non-contributory endorsement clarifies which insurance policy responds before any other insurance. Understanding the primary insured meaning, how primary and non-contributory insurance functions, and potential pitfalls can reduce disputes when several insurance […]
Coverage Article, Helpful Tips: For Training
Symbol 7 Auto Coverage and Scheduled Vehicles Vehicles insured under a business auto policy, demonstrating the importance of understanding Auto Symbol 7 as explained in the article. The term symbol 7 auto coverage indicates that a business auto policy covers only the specific autos listed by the insurer. This approach helps businesses looking to control […]
Agency Staff Articles, Helpful Tips: For Employees
The day to day operations of an agency can be full of complications of varying degrees. Often it is interpersonal relationships or difficult workplace situations. Both can cause internal and external conflict. It can seem at times that there is no right answer, and even finding the right next step can seem like a losing […]