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

Benchmarking — Compare your agency with other agencies around the country, including the best performing ones

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


CISR Comm. Casualty II   
        Sept. 18 ~ Macungie, PA
CPIA Position Success   
        Sept. 18 ~ Collegeville, PA
CPIA Implement Success   
        Sept. 19 ~ Collegeville, PA
CISR Comm. Casualty II   
        Sept. 19 ~ Mechanicsburg, PA
CISR Comm. Casualty I   
        Sept. 19 ~ Waldorf, MD
CPIA Sustain Success   
        Sept. 20 ~ Collegeville, PA
WTHOLD: Good Life: PL   
        Sept. 20 ~ Altoona, PA
PL: Don't Become Toast   
        Sept. 24 ~ Cranberry Twp, PA
Futures Conference   
        Sept. 25-26 ~ Bedford, PA

Full Schedule

Agency Procedure Manual

Customizable documents to formalize agency workflows.

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