Essential Resources & Blogs for Insurance Agency Success

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 […]

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 […]

Winning Back an Unpaid Bonus

Agency Staff Articles, Helpful Tips: For Employees

Bonuses are commonly used across insurance agencies to incentivize and reward growth.  And while calculation and payment are typically straightforward, there can be issues in any areas of the bonus agreement that are ambiguous.  This lack of clarity can lead to issues when it comes time for the employee to collect. While problems with bonuses […]

3 Helpful Tips for Beginners in the Insurance Industry

Agency Staff Articles, Helpful Tips: For Employees

Early in your insurance career, you may be asked to do things that you’re not sure are right. The thought of saying “no” to a request like this may feel like an intimidating prospect. However, not every request deserves a “yes.”  In fact, automatically agreeing to everything asked of you can have unintended consequences. Here […]

Making the Most of Your 1st Year in Insurance

Agency Staff Articles, Helpful Tips: For Employees

Starting a new job in an insurance agency can create a full range of emotions. It is reasonable to feel like there is a lot to learn and unsure of where to start. And while all of this may feel a little unsettling and intimidating, the good news is that you’ve come to the right […]

How to Leave & Return to A Career In Insurance

Agency Staff Articles, Helpful Tips: For Employees

How to Deal With Workplace Dilemmas

Agency Staff Articles, Helpful Tips: For Employees

About the Author Justin Goodman has spent the past 20 years in insurance. He is the co-founder and CEO of Total CSR and co-founder and Managing Director of Project 55. By the age of 29, he was recognized as one of the top five construction insurance experts nationwide by Risk and Insurance Magazine. He also […]