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The Role of Account Executive in Insurance Agencies: Understanding the Insurance Account Executive
Helpful Tips: For Training
Introduction to the Role of the Account Executive A professional account executive in an insurance agency, managing client policies and relationships. Professionals serving as account executive specialists play a vital role by connecting clients with suitable policy options. An insurance account executive manages client relationships, oversees policy documentation, and communicates changes that affect both clients […]
Where You Can Find the Best Property Insurance Training
Helpful Tips: For Training
Finding Property Insurance Training that is Right for You Students attending a property insurance training class, learning about underwriting, claims handling, and policy regulations in a professional setting. Property and casualty insurance training is essential for professionals looking to develop expertise in underwriting, claims handling, policy interpretation, and customer service. High-quality training ensures that agents […]
The Primary and Non-Contributory Endorsement: What It Means and Why It Matters
Coverage Article, Helpful Tips: For Training
Why the Primary and Non-Contributory Endorsement Matters in Insurance and What it Means Insurance professionals often encounter situations where determining the order of coverage can be challenging. The primary and non-contributory endorsement clarifies which insurance policy responds before any other insurance. Understanding the primary insured meaning, how primary and non-contributory insurance functions, and potential pitfalls can reduce disputes when several insurance […]
Understanding the Purpose of Auto Symbol 7 on the Business Auto Policy
Coverage Article, Helpful Tips: For Training
Symbol 7 Auto Coverage and Scheduled Vehicles Vehicles insured under a business auto policy, demonstrating the importance of understanding Auto Symbol 7 as explained in the article. The term symbol 7 auto coverage indicates that a business auto policy covers only the specific autos listed by the insurer. This approach helps businesses looking to control […]
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 […]
Help Employees Achieve Greater Productivity in a Remote Workplace
Agency Owner Articles, Helpful Tips: For Leadership
The shift from in-office to remote work has presented a variety of challenges for insurance agencies. As so many made the transition overnight, being able to effectively move all operations from inside the same building into everyone’s homes has been difficult for both agencies and their employees. We are living in unfamiliar and unprecedented circumstances. […]
Breathing Life Back Into An Old & Ugly Office Space
Agency Owner Articles, Helpful Tips: For Leadership
Some insurance agencies boast modern buildings with sleek exteriors and fresh interiors. On the other hand, there are still many agencies on the opposite end of the spectrum. They operate in old buildings handling required maintenance but leave even simple updates at the bottom of the expense and the to-do list. While some agency owners […]
How to Handle a Decline In Employee Performance
Agency Owner Articles, Helpful Tips: For Leadership
It is always difficult to watch a top performer in your agency start to demonstrate a decline in performance. There can be a tendency to bend over backward to save the employee by overlooking the growing performance issues hoping that they will turn things around. However, turning a blind eye is damaging to the employee […]
3 Tips for More Effective Carrier Meetings
Agency Owner Articles, Helpful Tips: For Leadership
When it comes to making the most of each workday in an insurance agency, time management is essential. This time issue is especially applicable to the constant barrage of meeting invites that chime in our inboxes daily. Meetings can quickly consume hours of our days and cause a significant blow to productivity. While meetings occur with different parties […]
How to Help a Struggling Coworker
Agency Owner Articles, Helpful Tips: For Leadership
As nice as it would be for our personal and professional lives could remain separate, the two often intersect and impact one another. This crossover can be OK if appropriate boundaries are in place with limited interaction between the two. However, as work and home merge closer and closer together, it is not easy to […]