Essential Resources & Blogs for Insurance Agency Success

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

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 […]

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 […]

3 Steps for Training New Employees in Agencies

Agency Owner Articles, Helpful Tips: For Training

How to Prevent a New Hire from Disrupting Your Culture

Agency Owner Articles, Helpful Tips: For Onboarding

What Every Agent Needs to Know about Insurance Education

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

Commercial Insurance Classes Online

Agency Owner Articles, Helpful Tips: For Training

Commercial Insurance Agent Training

Agency Owner Articles, Helpful Tips: For Training

Level Up Insurance Training Through Video

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. […]

How To Train Insurance Agents?

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 […]

Improve Your Onboarding Program with These 2 Changes

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 […]