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 […]

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 […]