BlogAgency Owner Articles
How to Train Insurance Agents: A Step-by-Step Plan for Agencies
How to train insurance agents step by step: licensing, a 90-day onboarding plan, sales and soft skills, coaching, KPIs and continuing education.
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.
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BlogAgency Owner Articles
Effective Change Management For Insurance Agencies
Learn effective strategies for managing change in insurance agencies: promote positive leadership, provide clarity, maintain open dialogue, and ensure consistent communication to navigate transitions smoothly.
BlogAgency Owner Articles
3 Ways to Help Employees Avoid Job Burnout
Discover three practical strategies to prevent employee burnout in insurance agencies: clarify roles, manage workloads, and enhance communication. Learn how these steps can boost morale and reduce turnover.
BlogAgency Owner Articles
4 Strategies to Help Your Agency Navigate COVID-19
Discover four essential strategies to help your insurance agency navigate the challenges of COVID-19: fostering empathy, educating your team, enabling remote work, and maintaining connectivity. Implement these approaches to ensure resilience and continued service during uncertain times
BlogAgency Owner Articles
Three Driving Principles to Inspire Customer Loyalty
Empathy, responsibility, and transparency are essential principles for fostering customer loyalty. By integrating these values into your agency's culture, you can build lasting relationships and enhance client retention.
BlogAgency Staff Articles
Winter Got You Down?
Combat winter burnout by embracing Total CSR's training solutions, designed to enhance employee engagement and performance during seasonal downtimes.
BlogAgency Owner Articles
Mentors: Invaluable to All Stages of an Insurance Career
Mentorship is crucial at every stage of an insurance career. It provides guidance, support, and growth opportunities, benefiting both new hires and seasoned professionals.
BlogHelpful Tips: For Employees
Admitted vs. Non-Admitted Insurance Companies: Key Differences
How admitted and non-admitted insurers differ on licensing, rate and form filing, guaranty fund protection, taxes and placement, and what agents should tell clients.
BlogAgency Owner Articles
InsureTech Connect: Meet Game-Changers in Insurance
Join industry leaders at InsureTech Connect (ITC) 2025 in Las Vegas to explore cutting-edge insurance innovations, network with experts, and discover transformative solutions shaping the future of insurance.
BlogAgency Owner Articles
Improve Your Onboarding Program with These 2 Changes
Enhance your insurance career with the Certified Insurance Service Representative (CISR) program. This nationally recognized designation equips professionals with in-depth knowledge of personal and commercial lines, risk management, and customer service. Earn the CISR by completing five out of nine specialized courses and exams within three years. Stay current with annual updates to maintain your expertise.
BlogAgency Owner Articles
When in Doubt Deploy Empathy
Learn how to foster a compassionate work environment by deploying empathy: understand diverse employee needs, accommodate work-life balance, and support personal commitments for a more engaged and loyal team.
BlogAgency Staff Articles
3 Overlooked GL Endorsements for Contractors
Many agencies have a portion of their client base performing construction operations, and while the premium and resulting commissions can be good for the agency, there are several exclusions involved that can potentially leave a client high and dry when a claim arises.
BlogAgency Owner Articles
Why Practitioners Make the Best Leaders in Insurance Agencies
Practitioners have an advantage over regular managers when it comes to leadership. Having worked in the trenches yourself makes it easier to lead a team
BlogAgency Owner Articles
Make the Most of New Hire Trial Periods
Implement a structured 30-60-90 day trial period for new hires in your insurance agency to ensure cultural fit, provide clear expectations, and facilitate smooth integration, enhancing long-term retention and performance.
BlogAgency Owner Articles
The High Costs of Turnover
Employee turnover can cost up to 150% of an employee's annual salary, considering recruitment, training, and lost productivity. Implementing effective retention strategies can significantly reduce these expenses.
BlogAgency Owner Articles
The Soft Skills Gap: How Employers Are Missing Crucial Needs
Employers are facing significant soft skills gaps, particularly in communication, business acumen, and customer service. Approximately 71% of frontline employees lack these essential skills, despite 75% of employers believing they provide adequate development programs.
BlogAgency Owner Articles
The Power of Empathy: How Millennial Owners Are Succeeding
Millennial business owners are prioritizing empathy in the workplace, emphasizing employee well-being and fostering a culture of care. Studies show that 66% of millennial-owned small businesses focus on creating a supportive environment, leading to increased employee loyalty and productivity.
BlogAgency Owner Articles
The First 90 Days: Building Strong Employee Relationships
The first 90 days are crucial for new hires. A structured onboarding process that includes clear expectations, proper training, and regular feedback can significantly reduce early turnover and enhance employee engagement.
BlogAgency Owner Articles
Compassionate Termination of an Employee
Learn how to handle employee terminations with empathy and respect, ensuring a compassionate approach that maintains your agency's integrity and supports the affected individual.
BlogAgency Owner Articles
Recognize and Embrace the Power of Employee Feedback
Foster a culture of engagement by actively seeking and acting upon employee feedback. Focus on areas like professional development, benefits, diversity, flexibility, and leadership to enhance retention and performance.
BlogAgency Owner Articles
Leveraging the Power of Onboarding
Implement a structured onboarding process that covers company culture, rules, collaboration, competencies, and performance. Utilize training sessions, team meetings, and one-on-one discussions to integrate new hires effectively, leading to higher engagement and productivity.
BlogAgency Owner Articles
Integrating Technology Into Your Employee Framework
Integrate technology into your insurance agency's employee framework to enhance recruitment, onboarding, performance management, and continuous learning, ensuring a competitive edge in the evolving market.
BlogAgency Owner Articles
How Well-Executed Onboarding Springboards Employee Success
Implement a strategic onboarding process that extends beyond orientation: define clear roles, integrate compliance training meaningfully, and establish milestones to support new hires and enhance long-term success.
BlogAgency Owner Articles
Setting Up An Effective New Hire Framework
Implement a structured new hire framework in your insurance agency by providing comprehensive orientation, clear organizational information, regular check-ins, and opportunities for personal connections to enhance employee integration and engagement.
