BlogAgency Owner Articles
4 Ways to Avoid Traps of the Agency Bill Process
Left unchecked, what should be another tool to better service clients can quickly turn into an account’s receivable nightmare.
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.
92 results in Helpful Tips: For Leadership or Helpful Tips: For Training within Blog · page 3 of 4
BlogAgency Owner Articles
How to Bridge the Benefits Gap in Your Agency
Statistics show that people are getting married later or choosing other lifestyles, but benefits offered by employers are failing to catch up to more modern lifestyles.
BlogAgency Owner Articles
Cutting Through Confusing Reports in the AMS
Reports are often difficult to understand and interpret. System-generated reports are also at high risk for errors due to the data that is in the system.
BlogAgency Owner Articles
4 Ways to Eliminate Confusion in the Submission Process
Without the right tools and guidelines, producers can easily find themselves creating their way of doing things, leaving the next person in the process without all of the necessary details to manage the quoting process.
BlogAgency Owner Articles
Quick Tips for Tackling Conflict in the Office
While employees do not need to be best friends, there is a certain level of decency and respect required for people to work together effectively and without being miserable.
BlogAgency Staff Articles
How To Avoid the Frustration of the New Business Process
The path to finding a working sales strategy is certainly not a straight one, but these tips will help producers refine their sales process.
BlogAgency Staff Articles
Is It OK to Date a Coworker?
Before the relationship gets too serious, there are a few essential things you will want to keep in mind.
BlogAgency Owner Articles
4 Tips to Ease Your Outsourcing Transition Pains
While outsourcing does present a significant up-side, it is important that agency leaders are able to understand how this solution can work for their organization.
BlogAgency Owner Articles
5 Tips for Successfully Executing Agency Goals
While it can be easy to get carried away with massive lists of goals and to-do’s, it is important that there are steps taken to evaluate and select goals that will have the biggest impact.
BlogAgency Owner Articles
5 Steps to Reduce Stress When Switching AMS
Any agency that has been through an Agency Management System conversion can quickly tell you that it never quite goes as planned.
BlogAgency Owner Articles
6 Tips For Making Flexible Scheduling Work In Your Agency
The traditional workweek in an insurance agency is quickly becoming a thing of the past. No longer is the 9-5, Monday – Friday the norm or the expectation.
BlogAgency Owner Articles
3 Steps for Training New Employees in Agencies
Training is a vital component to making sure those early days for a new employee go as smoothly as possible.
BlogAgency Owner Articles
3 Critical Steps for Building a Brand on Social Media
Using one or more of the various platforms can be a powerful way to increase exposure for your brand and reach a new audience of prospective clients.
BlogAgency Owner Articles
The 4 Traits of Top Performing Employees
While there may be several responses to a job posting, not every potential hire is going to be the right hire for the agency.
BlogAgency Owner Articles
Dealing with a Top Producer Driving Account Managers Away
Your agency has a high performing producer bringing in quality business and meeting new business goals year after year. The problem is, there is a revolving door of Account Managers because of this producer’s behavior.
BlogAgency Staff Articles
What Every Agent Needs to Know about Insurance Education
Insurance is a massive industry and even if you focus on a specific niche, there is still an endless amount of information you can consume.
BlogAgency Owner Articles
How Multitasking is Killing Efficiency And 3 Tips to Avoid It
Multitasking can have a significant impact on both efficiency and quality of work which can impact the quality of service clients are receiving.
BlogAgency Owner Articles
The Value of Commercial Insurance Producer Training
General education courses may serve a purpose for a while when agents are first beginning their careers and getting acclimated to the business, but the value of those types of courses will diminish over time. Once agents have learned the basics, it will be important to find the right commercial insurance producer training that will help them to truly develop in their sales role.
BlogAgency Owner Articles
Sales Training for Insurance Agents
Explore the best options for high-quality sales training for insurance agents, including Total CSR's own sales training for insurance agents program.
BlogAgency Owner Articles
What Are Commercial Insurance Courses?
General insurance education will work for certain phases of an insurance agent’s career. However, as agents develop in their role it is important to provide training that helps them continue to build knowledge within their area of focus.
BlogAgency Owner Articles
Bitterness is the Byproduct of a Dysfunctional Workplace Bias
Industries and workplaces all over the world are seeing a rise in diversity. As this happens, it becomes more and more critical for your employees to be able to work effectively with people that represent different genders, sexual orientations, backgrounds, race, and age.
BlogAgency Owner Articles
6 Reasons Why Curious People Make Great Agency Leaders
Individuals who approach their work and how it impacts the agency with curiosity play a significant role in advocating for growth and success in their role as well as the entire organization.
BlogAgency Owner Articles
Effective Crisis Management for Agency Owners
Managing a crisis can be a tough and challenging time for everyone involved. A crisis will uncover aspects of your leadership skills that even you are not aware of or prepared for. While you can’t control a crisis, you can control how you respond to it.
BlogAgency Owner Articles
Commercial Insurance Classes Online
While general education is suitable for licensing, specified learning opportunities are important to properly educate agents in the lines of business they will be working in. Continuing education can be secured in a traditional classroom setting or through online courses.
