Essential Resources & Blogs for Insurance Agency Success

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 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 […]