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Everything You Should Know About the AINS Designation
Agency Staff Articles, Helpful Tips: For Employees
What is the AINS Designation The Associate in Insurance (AINS) designation is a fundamental credential for insurance professionals looking to establish a solid foundation in the industry. Let’s explore what this credential means for your career – from requirements and costs to how it affects your salary and career growth opportunities. We’ll take a deep […]
Essential insurance agency software Solutions in 2025
Agency Owner Articles, Agency Staff Articles
What to Look for in Insurance Agency Solutions The insurance industry has seen major digital shifts recently, with cutting-edge insurance agency management systems becoming a key advantage for successful firms. As we move through 2025, agencies using robust insurance agency management software are gaining a significant edge over rivals that are still stuck with outdated […]
Insurance 101: What New Hires Need to Know
Helpful Tips: For Hiring, Helpful Tips: For Training
Understanding Insurance 101 as a New Hire Starting a career in insurance can feel daunting, so this guide aims to provide straightforward, detailed insights that help newcomers succeed. In this article, we’ll touch on everything from fundamental terminology to industry trends, practical advice, and training requirements—all while using the keyword Insurance 101 as our framework. […]
Commercial Insurance Classes Education: Enhance Your Expertise Today
Agency Owner Articles, Helpful Tips: For Training
Commercial Insurance Education: Enhancing Your Agency’s Expertise Whether you’re an owner, manager, or employee at an insurance agency, having access to a course for insurance is essential, whether for yourself or your staff. General insurance education is great for new agents during the initial licensing phase, but specialized training is crucial for developing expertise in […]
What is CISR Designation and Why it is Important?
Agency Owner Articles, Agency Staff Articles, Helpful Tips: For Training
Understanding the Certified Insurance Service Representative (CISR) Designation The Certified Insurance Service Representative (CISR) designation is a widely recognized certification in the insurance industry. Offered by the CISR National Alliance, it is designed to provide insurance professionals with a structured approach to learning about coverage, risk management, and customer service. The CISR program helps agents […]
The Role of an Insurance Account Manager: Responsibilities, Skills, and Career Insights
Agency Staff Articles, Helpful Tips: For Onboarding
Understanding the Role of an Insurance Account Manager Image depicting the meaning of what an account manager does An insurance account manager, sometimes referred to as a CSR (insurance customer service representative), insurance account coordinator, or insurance relationship manager, plays a crucial role in maintaining strong client relationships and ensuring policyholders receive the service they […]
Understanding the CG 2404 Endorsement
Agency Owner Articles, Agency Staff Articles, Coverage Article
What is the CG 2404 Endorsement? The CG 2404, also known as Waiver of Transfer of Rights of Recovery Against Others to Us, is a commonly used waiver of subrogation endorsement (WOS endorsement) in commercial general liability (CGL) policies. This waiver of subrogation form allows the named insured to waive their insurer’s right to subrogate […]
What’s the Difference Between an Occurrence vs Claims Made Form?
Coverage Article, Helpful Tips: For Employees
Understanding Occurrence vs. Claims-Made Insurance Policies A professional signing an insurance policy document. Insurance professionals often face decisions that affect policy coverage and risk management. Understanding the difference between claims-made vs occurrence forms is a critical part of these decisions. This article explains the distinctions between these two forms, offering clarity on occurrence based vs […]
How to Deal With Workplace Dilemmas
Agency Staff Articles, Helpful Tips: For Employees
The day to day operations of an agency can be full of complications of varying degrees. Often it is interpersonal relationships or difficult workplace situations. Both can cause internal and external conflict. It can seem at times that there is no right answer, and even finding the right next step can seem like a losing […]
The Impact of the Pandemic on the Insurance Industry
Agency Owner Articles, Agency Staff Articles, Helpful Tips: For Leadership
We have certainly seen a fair amount of changes in our world due to the pandemic, but there is more to come. As we continue to adapt and learn from this unprecedented situation, we have yet to determine the long-term impact. The insurance industry has already had to make some uncomfortable shifts. Businesses have downsized […]