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How to Complete the ACORD 129 Form
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 […]
How to Complete the Acord 27 – Certificate of Insurance
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 […]
The Practical Guide to Insurance Designations
Agency Staff Articles, Helpful Tips: For Employees, Helpful Tips: For Onboarding, Helpful Tips: For Training
As you begin your career in insurance, it is important to understand how you can create long-term success in this industry. There is a lot to learn and, quite honestly, the learning never stops. The sky is the limit as far as options that are available to you to continue growing and developing your insurance […]
4 Keys to Learning and Development in a Remote Workplace
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 […]
The Quick Guide to Delivering Meaningful Feedback
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 […]
7 Ways Top Agencies Leverage Culture to Fight Turnover Problems
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 […]