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Agency Management

Access our tools to run your agency more effectively.

Starting an agency — Use our guide to understand the necessities for starting your own independent insurance agency.

Licensing — Read up on how to secure and maintain individual, agency and non-resident licenses.

HR / Employee Management — Rely on our HR Solution© collection of human resources products and services, Producer Agreement Toolkit, employment background check resources and more to run a successful agency, including:

DOL Overtime Rule — Shortcut to review how to comply with the Fair Labor Standards Act. 

Mapping Training & CE — Use job-specific training paths to guide the training process for a smoother transition.

Policies & Procedures — Formalizing agency business processes and workflows into a  Policies & Procedures Manual

E&O Prevention — Find E&O prevention tools, including sample disclaimers, FAQs and best practices.

Emergency Planning — Prepare for the unexepected with our interactive online Business Continuity Planning Manual to create a customized plan for your agency to activate in the event of an emergency.

Perpetuation / M&A — Plan for the future of the agency with resources on valuation and market conditions and find consultants.



Need help?

Fee-for-service counselors are available to help in lieu of many of the DIY compliance resources described here.
800-998-9644, option 4

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Upcoming Programs

CIC Commercial Multiline 
        March 21-24 ~ Wilmington, DE
CISR Personal Auto   
        March 27 ~ Pittsburgh, PA
        March 28 ~ Allentown, PA
        March 29 ~ York, PA
P&C  Licensing Course 
        April 3-5 ~ Mechanicsburg, PA
        April 4 ~ Pikesville, MD
CISR Personal Lines   
        April 5 ~ Waldorf, MD
James K. Ruble Graduate 
        Apr. 9-10 ~ Cranberry Twp, PA
CISR Comm. Property   
        April 10 ~ Dover, DE
Full Schedule

Agency Procedure Manual

Customizable documents to formalize agency workflows.

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