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Articles, podcasts, videos, and industry guides to support
you and your insurance agency
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
Agency Owner Articles, Helpful Tips: For Training
Agency Owner Articles, Helpful Tips: For Training
Agency Owner Articles, Helpful Tips: For Training
When was the last time you used YouTube to research a topic or find “how-to” instructions? If you are anything like the rest of the world, you most likely looked something up today. Video is quickly becoming the most common way Millennials and Gen Z consume information and the percentage rises exponentially every year. […]
Agency Owner Articles, Helpful Tips: For Training
New insurance agents receive vocational training from their employer before they are hired. Participants in a pre-licensing course learn which insurance policies they want to sell and apply for, and they also receive training in sales strategies. The session usually lasts a few days or longer and covers topics that appear on the state admissions […]
Agency Owner Articles, Helpful Tips: For Onboarding
Drastically Improve Your Onboarding Program by Making These 2 Changes Inevitably, agencies are going to have their new hires sit at a desk and watch another CSR perform his or her/job duties – and they’ll call this “onboarding.” It’s a necessary, but often ill-conceived attempt at a comprehensive onboarding process, but we know that there’s […]
Agency Owner Articles, Helpful Tips: For Training