Professional Development

This article is a wake-up call from consultant Chris Burand: “The independent agency system constantly emphasizes how important agents are to clients in choosing the right coverage. While agents can…

If your staff is confused about the difference between goal setting and action planning read this clarifying article. The process should create synergy among all employees as well as achievable…

This article is about leadership. When it comes to policy limits, forms and coverage, being a leader pays off for you and the client! Are you leading your clients so…

You hire a new or inexperienced producer. Is there any guideline as to how much time should be provided before he or she reaches a level of production to cover…

A recent McKinsey report concludes that personal lines insurance, by and large, has become a commodity. It also questions the viability and value of the agent. This article excerpts one…

This section of the VU offers tips, techniques and legal caveats that you can follow during the hiring process. Also discussed employee relations, licensing and more. Talent Recruitment and Development…

We’ve been hearing about it for months now, about the allegedly very real possibility of a worldwide pandemic. Is the threat for real? And, if so, what have you done…

An agency receptionist transfers phone calls, takes messages, opens mail, directs clients to CSRs, and accepts direct bill payments from clients. She allegedly does not discuss coverage with clients. Does…

We were recently asked our opinion about whether personal lines CSRs could also handle small business accounts written on BOPs. While some CSRs can make the transition, it is fraught…

When I first started in this business, my employer required not only a coat and tie, but also a HAT! My how times have changed. In many organizations now, “business…