Essential Resources & Blogs for Insurance Agency Success

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

Commercial Auto Symbols Explained: A Complete Guide

Agency Staff Articles, Coverage Article

The Complete Guide to Commercial Auto Symbols A central aspect of this coverage is recognizing the commercial auto symbols in policy language. Commercial auto insurance plays a vital role in risk management for businesses that rely on vehicles. These symbols, sometimes referred to as covered auto designation symbols, clarify which types of vehicles are covered […]

CG 20 10 Explained: Additional Insured Status for Ongoing Operations

Agency Staff Articles, Coverage Article

Understanding the CG 20 10 for Ongoing Operations Many insurance professionals who manage Commercial General Liability (GCL) policies see requests to add the CG 2010 form, also recognized as the ongoing endorsement form. This ISO CG 20 10 extends additional coverage to a named entity for ongoing operations carried out by the named insured. What […]

CG 20 37: Additional Insured for Completed Operations

Agency Staff Articles, Coverage Article

CG 20 37 Explained: Additional Insured Status for Completed Operations The CG 20 37, particularly the latest version CG 20 37 12/19, is a crucial additional insured endorsement form often requested by project owners and general contractors in the insurance industry. This CG 20 37 endorsement, part of the family of additional insured forms developed […]

How to Deal With Workplace Dilemmas

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 […]

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 […]

3 Keys to Job Security in a Pandemic

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

The pandemic of 2020 will impact the economy in ways that we have yet to fully understand. The insurance industry is certainly not insulated from this.  While particular niches your agency serves may be able to sustain themselves or even succeed amid COVID, others have suffered significant setbacks, leaving them with no choice but to […]

Finding the Right Niche During an Ongoing Pandemic

Agency Staff Articles, Helpful Tips: For Employees

As the pandemic persists, every community imaginable has felt the impact in some way.  Restrictions have crippled different industries to varying degrees.  Some businesses had to limit foot traffic while others had to shut their doors temporarily.  And while safety remains the primary concern, the pandemic has unquestionably, negatively impacted the economy. While some businesses […]

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. […]

Finding Prospects During a Persisting Pandemic

Agency Owner Articles, Helpful Tips: For Employees

As the pandemic has persisted and evolved, it has brought many challenges to insurance agencies.  While many of these difficulties have depended on each agency’s region, there are universal struggles we all face.  Producers are faced with the challenge of creating and building relationships with prospects new and old without much access to new opportunities. […]

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 […]