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Understanding Composite Risk Assessment: Key Insights for Effective Implementation
Helpful Tips: For Employees
Advancing Risk Evaluation Through Composite Risk Assessment Composite risk assessment represents a paradigm shift in how insurance professionals evaluate and quantify complex risk exposures. Unlike traditional single-factor risk analysis, this methodology synthesizes multiple risk variables into a unified assessment framework, providing a more accurate representation of actual exposure levels across diverse portfolios. This approach is […]
Insurance Agency Valuation: How to Calculate and Increase Your Value
Agency Owner Articles
Why Operational Efficiency Is the Hidden Driver of Your Insurance Agency’s True Value Getting an accurate insurance agency valuation isn’t just about crunching numbers—it’s about understanding what makes your business truly valuable to potential buyers. Whether you’re thinking about retirement, considering a sale, or want to know where you stand, knowing your agency’s worth requires […]
8 Ways to Boost Insurance Agent Productivity
Agency Owner Articles
Why Insurance Agent Productivity Is the Key to Sustainable Agency Growth The success of any insurance agency hinges on one critical factor: how to increase insurance agent productivity. When your team operates at peak efficiency, everything else falls into place—resulting in higher revenue, better client relationships, and smoother operations. The question isn’t whether you need […]
The Practical Guide to Insurance Designations
Agency Staff Articles, Helpful Tips: For Employees, Helpful Tips: For Onboarding, Helpful Tips: For Training
Choosing the Right Insurance Designation and Certifications for your Career As you begin your career in insurance, it is important to understand how you can create long-term success in this industry with the right insurance designations and certifications. There is a lot to learn and, quite honestly, the learning never stops. The sky is the […]
How to Complete the ACORD 140 for Commercial Property Insurance
Agency Staff Articles, Helpful Tips: For Employees, Helpful Tips: For Training
What is an ACORD 140 form? Starting a career in insurance means getting comfortable with applications used in an Agency Management System (AMS). This includes developing familiarity with various forms such as the commercial property ACORD 140 form. ACORD forms are universally recognized documents that contain information which most, if not all, insurance carriers require […]
How to Complete the ACORD 127 for Commercial Auto Insurance
Agency Staff Articles, Helpful Tips: For Employees, Helpful Tips: For Training
What is an ACORD 127 form? If you’re starting out in insurance, you’ll need to become familiar with the applications used in your Agency Management System (AMS), especially ACORD Forms. Also known as the commercial auto acord, the ACORD 127 is focused on securing insurance for business autos. It gathers general information like driver information, vehicle […]
How to Complete the ACORD 25 Certificate of Liability
Agency Staff Articles, Helpful Tips: For Employees, Helpful Tips: For Training
What is an ACORD 25 form? Starting a career in the insurance industry means getting to know the forms and applications you’ll use daily in your Agency Management System (AMS). Read on for details about the documents, such as the Acord 25 form, you’ll rely on each day to manage client information and insurance policies. […]
How to Complete the Acord 130 for Insurance: Step-by-Step Guide + Fillable Form
Agency Staff Articles, Helpful Tips: For Employees, Helpful Tips: For Training
What Is an ACORD 130 Form? If you’re beginning a career in insurance, it’s important to learn about the applications like the ACORD 130 used in the Agency Management System (AMS). ACORD forms, created by the ACORD Corporation, are standardized documents recognized across the insurance industry. They include all the details insurers require to issue […]
How to Complete the Acord 125
Agency Staff Articles, Helpful Tips: For Employees, Helpful Tips: For Training
What is an Acord 125 form? Whether you’re starting a career in insurance or an insurance industry vet looking to train new hires on ACORD 125, it’s important to get comfortable with the applications used in an Agency Management System (AMS). In this article, we’ll explore the ACORD forms and specifically the ACORD 125 form. […]
How to Complete the Acord 126 for Insurance
Agency Staff Articles, Helpful Tips: For Employees, Helpful Tips: For Training
What is the ACORD 126 Form? As you embark on your insurance career, it’s important to get comfortable with the applications found in your Agency Management System (AMS). Below, you’ll learn more about the ACORD application you’ll use regularly to manage client data, including the essential ACORD 126 form. ACORD forms are widely accepted documents […]