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Articles, podcasts, videos, and industry guides to support
you and your insurance agency
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 […]
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 […]
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 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 Owner Articles, Helpful Tips: For Training
Agency Owner Articles, Helpful Tips: For Onboarding
Agency Staff Articles, Helpful Tips: For Employees, Helpful Tips: For Training