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you and your insurance agency

Total CSR Case Study – From Food Service to Insurance in Less Than 30 Days!

Agency Owner Articles, Helpful Tips: For Hiring, Helpful Tips: For Training

Total CSR followed Lei, a new account manager at Goodman Insurance, as she went through licensing, training, and assessments with Total CSR. Watch how going through our training enabled Lei to outperform industry pros with years of experience!

How Can My Small Agency Attract Talent Without The Budget of Larger Firms?

Agency Owner Articles, Helpful Tips: For Hiring, Helpful Tips: For Leadership

Hiring is hard! Learn helpful tips from real agency owners, Justin and Jordan Goodman, on how to hire top talent without a huge budget in this episode of the Independent Agent. Part 1: The account manager does the work and the producer gets paid for it Intermission: Justin tries Green Flash – West Coast IPA […]

How to Keep a Top Producer From Causing Agency Turnover Problems

Agency Owner Articles, Helpful Tips: For Leadership

Part 1: The top producer is causing major staff turnover issues Intermission: Justin tries Lagavulin 16 Part 2: An account manager has to hand bad news to the insured, and it was the agency’s fault

My New Hire Won’t Stop Talking About His Old Agency, And It’s Killing Morale

Agency Owner Articles, Helpful Tips: For Leadership, Helpful Tips: For Onboarding

Justin and Jordan offer helpful tips to insurance agency owners on how to manage interpersonal relationships and manage agency culture in this episode of the Independent Agent. Detailed topics below! Part 1: A new hire wants to keep talking about the ways they did things at their old agency Intermission: Justin tries a Grapefruit Goodman […]

Do Professional Designations Really Matter?

Agency Owner Articles, Helpful Tips: For Leadership, Helpful Tips: For Training

In this episode, Justin and Jordan discuss the various factors agency leaders should consider when developing organization wide goals. They also weigh the pros and cons of the different options available for insurance education and debate the value of professional designations. Beverage: Whiskey Sour Part 1: What should agencies consider when determining goals for the […]

My Agency is Requiring Me to Pay the SIR on an E&O Claim Caused by My Account Manager

Agency Owner Articles, Helpful Tips: For Leadership

Is this fair?? Justin and Jordan discuss the who needs to pay the SIR on an E&O claim in this scenario. Also, do outsourcing companies work? Find out in this episode of the Independent Agent. Part 1: We started utilizing an outsourcing company, but my account managers say they are busier than ever Intermission: Justin […]

What To Do When Processes and Personalities Don’t Mix

Agency Owner Articles, Helpful Tips: For Leadership

In this episode, Justin and Jordan provide insight on steps agencies can take to simplify the quoting process in a way that will ultimately use everyone’s time more efficiently and drive more consistent results. They also share their thoughts on importance of navigating personality differences and focusing on appreciating skills that colleagues bring to the […]

The Struggle is Real When Attempting to Understand Reports From the AMS

Agency Owner Articles, Helpful Tips: For Leadership

In this episode, Justin and Jordan discuss the challenges agency leaders face when trying to decipher confusing reports from the agency management system. They also share their thoughts around flexible scheduling and creating a consistent standard throughout the company. Beverage – BuzzBallz Horchata Part 1: How do agency leaders translate report data into effective action? […]

How Do I Prepare for Opening My Own Agency?

Agency Owner Articles, Helpful Tips: For Leadership

In this episode, Justin and Jordan share their recommendations on the tools and resources to utilize when starting a new agency. They also discuss the legitimacy of unlimited benefits being a make or break to potential new hires. Beverage – New York Sour Part 1: What advice would you give for making the leap from […]

How Do I Tell an Employee of the Opposite Sex That They Need to Wear Deodorant?

Agency Owner Articles, Helpful Tips: For Leadership

Learn how to navigate challenging and delicate situations in an insurance agency, such as hygiene and family relationships, in this episode of the Independent Agent podcast with Justin and Jordan Goodman. Part 1: The agency owner brought his son in as a new producer, and I wanted the job. Intermission: Justin tries a Ketel Soda […]