Latest Articles

Top Skills to Look for When Hiring Insurance Support Staff

It’s often suggested that in today’s talent marketplace skills-based hiring – where employers prioritize a candidate’s skills over education or experience – is essential. In many situations, this could be...

Insurance Sales Training

Training That Can Transform Your Career

To become a licensed insurance sales professional, you’re required to complete pre-licensing training. In California, health agents and brokers need 20 hours of general insurance prelicensing education. They also need...

insurance agency growth , hiring insurance talent, insurance agency jobs, insurance agency staffing

Hiring Strategies for Insurance Brokers: Finding the Right Talent for...

If you own or manage an insurance agency, you or a colleague will likely need to hire someone new from time to time. It could be a new salesperson, an...

Insurance Mentorship

Why Mentorship Matters – How to Find and Learn from...

You have probably heard for years that mentorship can help you both personally and professionally. A mentor can provide you with invaluable guidance, support, perspective, and accountability. He/she/they can help...

Tips for Conducting an Effective Client Needs Assessment

4 Tips for Conducting an Effective Client Needs Assessment

One of the most valuable tools available to help you get to know your clients, their circumstances, goals, and preferences is a client needs assessment. A needs assessment provides you...

tips for new insurance agents

Setting Yourself Up to Succeed as an Insurance Broker or...

When you’re starting your career as an insurance sales professional, there are many things to consider. Do you want to work for yourself or for someone else? What type of...

arrowcaret-downclosefacebookhamburgerinstagramlinkedinpauseplaytwitteryoutube