BlogAgency Owner Articles
Essential insurance agency software Solutions in 2025
Discover how insurance software can streamline onboarding, enhance training consistency, and improve efficiency for account managers.
Essential Resources & Blogs for Insurance Agency Success
Explore Total CSR's blog archives for insights, tips, and resources tailored to insurance agency success. Stay informed with expert articles and industry updates.
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BlogAgency Staff Articles
The Complete Guide to Insurance Loss Run Reports
Learn from Total CSR what a Loss Run Report is, why it’s necessary, and how insurance agencies should handle them.
BlogAgency Staff Articles
Certificates of Insurance – Why You Need to use Templates
Discover how an insurance certificate template streamlines workflows, minimizes errors, improves efficiency, and boosts client satisfaction.
BlogAgency Staff Articles
What to Look for in CE Courses for Insurance Agents
Discover how to choose the best insurance continuing education courses for insurance agents to meet CE requirementsand advance your career.
BlogAgency Staff Articles
What Is a Blanket Insurance Policy? An In-Depth Overview
Learn how a Blanket insurance policy covers multiple assets under a single plan. Gain insights on features and best practices for strong protection.
BlogAgency Staff Articles
What's the Difference Between DP1 and DP3 Policies?
DP1 vs DP3 compared: covered perils, actual cash value vs replacement cost, fair rental value, vacancy limits, and which dwelling form fits a rental property.
BlogAgency Staff Articles
What Is the Duty to Defend in Insurance?
Learn how Duty to Defend insurance affects legal defense coverage. Gain insights on obligations and strategies for better protection.
BlogHelpful Tips: For Training
The CPCU Designation: Everything You Need to Know
What CPCU stands for; the current CPCU curriculum and course numbers; cost, timeline, and matriculation rules; and how agency staff use the designation.
BlogHelpful Tips: For Training
What’s the Best Workers Compensation Training Program?
Discover the best workers compensation training program that teaches you how to read loss runs, complete acord forms and more.
BlogHelpful Tips: For Training
Installation Floater vs Builders Risk: Choosing the Right Coverage for Your Construction Project
Installation floater vs builders risk: what each covers, who buys it, when coverage starts and ends, and how agents spot gaps on a construction project.
BlogHelpful Tips: For Training
What Is the Basic Cause of Loss Form in Insurance
The ISO basic causes of loss form CP 10 10 explained: the 11 named perils it covers, how it compares with broad and special form, and when agents use it.
BlogHelpful Tips: For Hiring
Insurance 101: What New Hires Need to Know
Insurance 101 for new agency hires: how insurance works, common coverage types, health plan basics, and the terminology you will use with clients in week one.
BlogAgency Owner Articles
Commercial Insurance Education: Enhance Your Expertise Today
How to choose commercial insurance education for your agency: training options, what a good course covers, CIC Commercial Property study, and FAQs.
BlogAgency Owner Articles
What is CISR Designation and Why it is Important?
Certified Insurance Service Representative (CISR) is a certification/designation program for insurance agents who want to provide the best customer service.
BlogCoverage Article
CGL Coverage Scope: Does Your Policy Include Incidental Operations?
Understand how CGL coverage addresses incidental operations through legal insights, policy analysis, and risk management tips in our detailed guide.
BlogAgency Staff Articles
The Role of an Insurance Account Manager: Responsibilities, Skills, and Career Insights
What an insurance account manager does, the skills the job takes, how it differs from an account executive, and how the career path grows.
BlogHelpful Tips: For Training
The Role of Account Executive in Insurance Agencies: Understanding the Insurance Account Executive
Discover how the role of an account executive in insurance manage client relationships and provide policy solutions to drive success in agencies.
BlogAgency Owner Articles
Understanding the CG 2404 Endorsement
Learn how the CG 2404 endorsement impacts liability and contract compliance. Understand its benefits, risks, and key misconceptions.
BlogHelpful Tips: For Training
Where You Can Find the Best Property Insurance Training
Explore top property insurance training options. Gain expertise in underwriting, claims, and policy interpretation to advance your career.
BlogHelpful Tips: For Employees
What's the Difference Between an Occurrence vs Claims-Made Form?
Occurrence vs claims made form explained for agency staff: coverage triggers, retroactive dates, tail coverage, ISO CG 00 01 vs CG 00 02, and pricing.
BlogCoverage Article
Understanding COPE in Insurance: Breaking Down Construction, Occupancy, Protection, and Exposure
COPE For Insurance Explained: Learn about Construction, Occupancy, Protection, and Exposure—key factors in property risk assessment.
BlogAgency Staff Articles
Commercial Auto Symbols Explained: A Complete Guide
What each ISO business auto symbol covers, how symbols differ by coverage, and how to choose them so a client's vehicles do not fall into coverage gaps.
BlogAgency Staff Articles
CG 20 10 Explained: Additional Insured Status for Ongoing Operations
What the CG 20 10 endorsement covers, how each edition changed it, and what to check against the contract before you issue a certificate.
BlogHelpful Tips: For Training
The Primary and Noncontributory Endorsement: What It Means and Why It Matters
What primary and noncontributory means, how ISO CG 20 01 sets the order of coverage for additional insureds, and what agencies should check on contracts and COIs.
