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Articles, podcasts, videos, and industry guides to support
you and your insurance agency
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. […]
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 […]
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. […]
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 […]
Agency Staff Articles, Helpful Tips: For Employees, Helpful Tips: For Training
What is an ACORD 163 Form? As you begin a career in insurance, it’s vital to become familiar with the applications used in your Agency Management System (AMS). Below, you’ll find more details about the tools you’ll use every day to manage applicant information, including the driver schedule app for commercial auto insurance. The ACORD […]
Agency Staff Articles, Helpful Tips: For Employees, Helpful Tips: For Training
What is an ACORD 129? As you begin a career in insurance, it’s crucial to familiarize yourself with the applications used in the Agency Management System (AMS). This article will delve into the details of the ACORD forms you’ll be using daily to manage client information, with a special emphasis on the ACORD 129 form […]
Agency Staff Articles, Helpful Tips: For Employees, Helpful Tips: For Training
What is an ACORD 27 Form? When you start working in insurance, it’s vital to get familiar with the forms and applications used in your Agency Management System (AMS). You’ll use these documents daily to manage client information and provide proof of insurance. Read on to learn more about the forms like an ACORD 27 […]
Agency Owner Articles, Helpful Tips: For Training
In the past, in-person training worked well at most insurance agencies. However, with remote work on the rise over the past few years and a significant spike as a result of COVID-19, in-person training may no longer be the best option. Regardless of location, employees will still need training. How can agencies accommodate this […]
Agency Owner Articles, Helpful Tips: For Leadership
As a leader in your insurance agency, one of the critical parts of the job is providing feedback to employees. The skills required to give quality feedback can be among the most challenging to develop. When it is delivered effectively, negative and positive feedback can help employees improve. However, done poorly, it can hurt future […]
Agency Owner Articles, Helpful Tips: For Leadership
The success of an agency is measured not only by profits and topline growth, but also in how the employees of the agency feel about the company. In recent years “culture” has become a buzz word in the business world, but this does not make it any less critical. Thriving insurance agencies recognize the value of […]