One of the most common questions I hear from agents is, “Should I have an employee training program? And what works best?” For the most part, we are good at training employees on the items they need to know regarding products and systems. This includes all CE credits, having carrier marketing reps come in to […]
If you feel like things were a little slower during the summer around the office, consider this podcast episode your official call back to reality. On this episode of the podcast, Kelly and Dave outline their four tips for refocusing on your business at the conclusion of summer and setting yourself up for a successful […]
We all know that insurance is certainly not for the weak! In every job or role you have, burn out can happen and, when it does, it can have several negative impacts. You may not be as nice to your team, your family, or yourself. I am a firm believer in “what you know in […]
Retention is one of the most important metrics you should be measuring in your agency. However, it’s particularly tricky to get down to a number upon which you can rely. Understanding who is staying and who is leaving your agency can be a powerful and eye-opening opportunity for your entire team to embrace. Most agencies […]
We all know that retention in an insurance agency is vital for both growth and profitability. Somewhat surprisingly, most insurance agencies do not share their retention numbers with their staff. In fact, we have found that 87% of service staff do not know their retention rate. Additionally, we have found few programs aimed specifically at […]
In today’s episode, we discuss the importance of planning for the holiday period ahead of time. Having a vacation policy and clear boundaries of when everyone gets their holidays avoids short-staffing during busy times at most agencies. Ask for vacation time early on and work out summer holiday working hours in April, not in June […]
