Essential Resources & Blogs for Insurance Agency Success

How to Help a Struggling Coworker

Agency Owner Articles, Helpful Tips: For Leadership

As nice as it would be for our personal and professional lives could remain separate, the two often intersect and impact one another.  This crossover can be OK if appropriate boundaries are in place with limited interaction between the two.  However, as work and home merge closer and closer together, it is not easy to […]

Overcoming Hurdles After an Agency Acquisition

Agency Owner Articles, Helpful Tips: For Leadership

The acquisition presents a variety of complications from a business and cultural standpoint.  Often, employees are left unaware of what is happening behind the scenes until the purchase is final. This type of announcement typically comes as an unwelcome surprise.  Tension can result as both agencies struggle to figure out how they will adapt and work […]

How to Make the Most of Meetings in Your Agency

Agency Owner Articles, Helpful Tips: For Leadership

One of the many responsibilities of being an agency leader is attending meetings. Meetings scheduled with clients, other leaders in the organization, individual employees or teams, or carrier reps can quickly fill up calendars.  And while there is value in pulling people in the agency together to review, regroup, and strategize on agency initiatives, meeting […]

How to Address Gender Bias In Your Agency

Agency Owner Articles, Helpful Tips: For Leadership

The insurance industry has struggled with issues surrounding sexism for its entire existence.  Insurance is a very male-dominated industry, with most leadership positions still held by men.  Many agencies have operated with very traditional gender-specific roles within their organizations, while others have been more progressive. Despite the significant improvement over recent years, there is still […]

Evaluating & Resolving the Gender Pay Gap in Your Agency

Agency Owner Articles, Helpful Tips: For Leadership

How to Use Challenges as Fuel to Improve

Agency Owner Articles, Helpful Tips: For Employees

Building a career in insurance, while very lucrative, is not without its stumbles along the way.   Owning and operating an insurance agency presents a unique set of challenges as well.  There is a lot to learn about coverage, processes, agency operations, and professional development.  While mistakes are not ideal, expecting perfection from the onset […]

How To Stop the Gossip Train from Gaining Steam In Your Agency

Agency Owner Articles, Helpful Tips: For Leadership

Every agency is at risk of becoming victim to the behavior of individual employees.  This deterioration of company culture often stems from gossip and rumors starting with a couple of people and spreading like wildfire.  Whether the information has any merit, it can create anxiety, fear, and doubt among staff very quickly, leading to a […]

What Owners Need to Know About Protecting Agency Finances

Agency Owner Articles, Helpful Tips: For Leadership

Finances can be a sensitive subject in any business, and this is true in an insurance agency.   Whether it is accounts receivable and payable, commissions, contingency income, payroll, or bank accounts, all of these things are critical to its function.  To ensure that the agency can continue operating at the most efficient level financially, […]

How to Address Employee Interest In Agency Financials

Agency Owner Articles, Helpful Tips: For Leadership

Insurance agency financials play an important part in painting the overall picture of an organization’s health and performance.  This information is reviewed and used by agency owners and leaders to make strategic decisions for the company.   And while this information is most critical to owners and leaders, there can be a curiosity among employees […]

Important Tips to Protect Relationships in a Family Agency

Agency Owner Articles, Helpful Tips: For Leadership

Insurance agency owners all across the country run successful businesses spanning several decades, contributing to their local economies by supporting families and businesses’ needs in their communities. A significant factor in this is an owner’s ability to develop a perpetuation plan that allows the agency to thrive over multiple generations. Often, owners plan to hand […]