Essential Resources & Blogs for Insurance Agency Success

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

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 Account Executive in Insurance Agencies: Understanding the Insurance Account Executive

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 […]

Where You Can Find the Best Property Insurance Training

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 […]

The Primary and Non-Contributory Endorsement: What It Means and Why It Matters

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 […]

Understanding the Purpose of Auto Symbol 7 on the Business Auto Policy

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 […]

The Impact of the Pandemic on the Insurance Industry

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

We have certainly seen a fair amount of changes in our world due to the pandemic, but there is more to come.  As we continue to adapt and learn from this unprecedented situation, we have yet to determine the long-term impact.  The insurance industry has already had to make some uncomfortable shifts. Businesses have downsized […]

Help Employees Achieve Greater Productivity in a Remote Workplace

Agency Owner Articles, Helpful Tips: For Leadership

The shift from in-office to remote work has presented a variety of challenges for insurance agencies. 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. We are living in unfamiliar and unprecedented circumstances. […]

Breathing Life Back Into An Old & Ugly Office Space

Agency Owner Articles, Helpful Tips: For Leadership

Some insurance agencies boast modern buildings with sleek exteriors and fresh interiors.   On the other hand, there are still many agencies on the opposite end of the spectrum.  They operate in old buildings handling required maintenance but leave even simple updates at the bottom of the expense and the to-do list.  While some agency owners […]

How to Handle a Decline In Employee Performance

Agency Owner Articles, Helpful Tips: For Leadership

It is always difficult to watch a top performer in your agency start to demonstrate a decline in performance.  There can be a tendency to bend over backward to save the employee by overlooking the growing performance issues hoping that they will turn things around.  However, turning a blind eye is damaging to the employee […]