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Agency Management

Access our tools to run your agency more effectively.

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

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.

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


P&C Licensing Course 
        Feb. 6-8 ~ Mechanicsburg, PA
CISR Agency Operations 
        Feb. 13 ~ Monroeville, PA
CISR Personal Residential 
        Feb. 14 ~ Mechanicsburg, PA
CIC Personal Lines 
        Feb. 14-17 ~ Harrisburg, PA
CISR Personal Auto  
        Feb. 15 ~ Wyomissing, PA
L&H  Licensing Course 
        Feb. 20-22 ~ Mechanicsburg, PA
CISR Risk Management 
        Feb. 21 ~ Breinigsville, PA
CISR Agency Operations 
        Feb. 22 ~ Collegeville, PA
CISR Life & Health  
        Feb. 23 ~ Lancaster, PA
Full Schedule

Agency Procedure Manual

Customizable documents to formalize agency workflows.

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