Chicagoland SIA Blog

We all know that happier workers are more likely to deliver great customer service and stick with your insurance agency over the long term. But did you know that for most people, money can’t buy workplace happiness? Research shows that making employees happy is more than just paying them a good — or great — salary or giving them a raise.

Insurance fraud harms everyone involved: the insurance customer, the insurance agency, and insurance companies. The Coalition Against Insurance Fraud (CAIF) reports that nearly $80 billion per year is lost because of insurance fraud.

In operating a successful insurance agency, an area of key importance is developing an employee training program. All employees should have in-depth knowledge of insurance. You will want producers and other employees involved in selling insurance to obtain an insurance license. Other training could also be beneficial, including sales and customer service training.

How many different login credentials do you use every day? If you are like most people, you have several accounts for your online banking, email, subscriptions, online shopping and other sites. And these are just in your personal life. Chances are, you have a number of passwords you use each day for business as well.

Do you feel like your insurance agency has grown stagnant? An agency must grow to survive and growth requires change. Growth won’t happen if you continue to do things the same way you’ve always done them. Change is sometimes hard, but often results in the growth necessary to keep your agency thriving.

If you’re like most Americans, you have amassed quite the collection of financial documents, including receipts, invoices, pay stubs, bank statements, utility bills and old tax returns. Most can be tossed after a certain period of time. But there are some things that you’ll want to consider keeping forever. Here are some of them: