2021 Outstanding CSR of the Year State Winners Announced
Each year, a group of exceptional insurance professionals are chosen by The National Alliance for Insurance Education & Research to compete for the National Outstanding CSR of the
How to Get Results from Your New Producer
By Diane Masterson, CIC, CPCU Twenty-five years ago my business partner, Ken Fields, and I were tapped to create a new one-of-a kind program designed
Producer Compensation – A Deadly Basket of Snakes?
Bill Toll, CIC To many agency owners and managers, producer compensation resembles a basket of snakes. It is not particularly pretty, it is constantly moving,
Positive Mindset Through Mental Health Exercises
J. Karl Sherril, Jr. CIC, CRM, MBA Introduction “Hello, how are you?” Never before has this simple phrase meant more than it does today as
Managing Cyber Exposure: 2020 and Beyond – Part 1
How is the insurance marketplace responding? The industry is seeing an increased interest on coverages related to cyber liability, specifically, first party coverages. Where the
Characteristics of a Successful Producer—the Insurance Implications
Paul Z. Martin, CPCU AgencyA relationship, express or implied, wherein one party (principal) delegates authority to another person (agent or proxy) to undertake certain activities
Managing Cyber Exposure: 2020 and Beyond – Part 5
E&O Exposures and Risk
Uncertainty that may be either positive or negative arising from a given set of circumstances. Common definitions also include: 1) chance or probability of loss, 2) uncertainty concerning loss, 3) possibility of a variation of outcomes from a given set of circumstances, and 4) difference between expected losses and actual losses. More ManagementProcess of managing uncertainty of exposures that affect an organization’s assets and financial statements using five steps: identification, analysis, control, financing
Changing Insurance Education for a Changing World
By: Paul Martin, CPCU When the pandemic hit, the team at The National Alliance for Insurance Education & Research had to pivot quickly. We were forced to
The National Alliance CISR (Certified Insurance Service Representatives) High School Program Expands into Birmingham School System
May 3, 2021 – Austin, TX – The National Alliance today announces the expansion of the CISR High School Program into seven high schools in Birmingham,
Jonathan Thomas Jr., CISR– A Student Success Story
Wanting to expand his knowledge regarding the insurance industry, Jonathan Thomas earned his CISR designation this year while attending the University of Georgia (UGA). Regarding
Commercial General Liability Policy: The Insurance MVP
There are dozens of property policies that provide protection for anything from common business buildings and personal property to one-of-a-kind types of property insured with
New CIC Board Member Welcomed at The National Alliance for Insurance Education & Research
March 24, 2021, Austin, TX – The National Alliance is proud to announce that Board Members Denise D. Brown, CIC, CPCU, AINS, AIC, ARM, CISC, CRIS,
New Academy Board Member Welcomed at The National Alliance for Insurance Education & Research
March 24, 2021, Austin, TX – The National Alliance is proud to announce that Cameron Alford, UACRM, ARM, Jill M. Bisco, Ph.D., CIC, CRM, CSRM, Pamela B.
On-demand, Online ACORD Forms Training Now Offered from The National Alliance for Insurance Education & Research
The National Alliance released a new online, self-paced ACORD form training as part of a new insurance bootcamp series. The new ACORD Bootcamp trains insurance agents
The Value of a Cyber Policy for a B2B Insured
By Chris Christian, CIC, RPLU Most insureds who are aware of cyber coverage think immediately of large retailers and credit card breaches or of healthcare
Keeping It Together When It All Falls Apart
By: Paul Martin, CPCU and Dustyne Bryant, CIC, CISR, MBA The past year has stretched everyone. There has been so much uncertainty all around: job
To Mandate or Not to Mandate
The COVID-19COVID-19 is a disease caused by a new strain of coronavirus. 'CO' stands for corona, 'VI' for virus, and 'D' for disease. Formerly, this disease was referred to as '2019 novel coronavirus' or '2019-nCoV.' For more information on how the COVID-19 pandemic has impacted the insurance industry visit https://www.scic.com/covid-19-conversations/ More vaccine is slowly becoming available. While the vaccine is free to all Americans, employers face a series of challenges and risks.
The National Alliance for Insurance Education & Research CISR High School Program Exam Success
Austin, TX – January 12, 2021 – The National Alliance for Insurance Education & Research received recognition on local Lansing news station FOX News 47 for
Homeowners’ Endorsements– the Details Make the Difference
By: Jerry Kennedy, CIC Properly covering an insured’s home is no simple task. Often, when a client is buying a new home, they’re too busy
Is It Covered? The Lack of Coverage for COVID-19 Under Standard Business Income and Extra Expense Coverage Forms
By: Paul Burkett, J.D., CPCU, CIC, CRM, ARM, ALCM Across the country, agencies and their clients are concerned about coverage under standard BusinessIncludes trade, profession,
Fiduciary Liability Insurance: Under-loved and Under-utilized
By Richard (Dick) G. Clarke, CIC, CPCU, RPLU As insurance products go, fiduciary liability insurance is not old—the first policies emerged in 1975, following the
Press Release: New CSR Podcast Series – Episode 2: I’m Your Agent, Let’s Talk About Sex.
Austin, TX, November 23, 2020 – The National Alliance for Insurance Education & Research recently launched a new podcast series titled Awkward Insurance. The podcast is intended for Insurance
Do You Need Uninsured/Underinsured Motorist Coverage If You Have Health Insurance?
Dwight M Kealy, J.D., MA, CIC, AAI Does your insured really need Uninsured/Underinsured Motorist (UM/UIM) coverage if they have health insurance? In these difficult times,
The Health Plan 401(k) Has Arrived
By Brian Gilmore, J.D. January 1, 1980, was a momentous day in the employee benefits field. It was the day Internal Revenue Code 401(k) went
The Privilege of Proximity–A Deep Dive Into Subrogation
Paul Martin, CPCU, Director of Academic Content One of the real pleasures of working with The National Alliance for Insurance Education & Research is being around
Protecting and Insuring Wine Collections
By Neil Kaplan, J.D., DipWSET, AAA It was wildfire season in California. Fires were raging through the hills, threatening lives and property. One wine lover’s
Josh Kroeger, UACIC—A Student Success Story
After a 14-year career in professional baseball, Josh Kroeger, UACIC has transitioned careers into the risk management and insurance industry. During a recent interview, Josh
CRC Group Funds National Alliance High School Program at Duncanville ISD
CRC Group Funds National Alliance High School Program at Duncanville ISD Austin, Texas – October 23, 2020 – The National Alliance for Insurance Education & Research announces the
What is Actual Cash Value?
David Walker, CIC, CRM, ARM, AAI, LIC, discusses this important definition; most think it is replacement cost minus depreciation, but this answer may be just the default response due to a lack of knowledge.
The History of Rough Notes Magazine
In this Resources webinar, President & CEO, Walter J. Gdowski, uncovers the unique history behind the insurance industry’s most recognized publication, Rough Notes Magazine. Rough Notes Magazine began in the late 1800’s and is
New Mexico Nominee Named 2020 National Outstanding CSR of the Year
Austin, TX October 13, 2020 – Judi Vaughn, CIC, CISR, Account Manager for Kysar Leavitt Insurance AgencyA relationship, express or implied, wherein one party (principal) delegates authority to
Board Appoints William J. Hold President and CEO of The National Alliance for Insurance Education & Research
August 26, 2020, Austin, TX—The CIC, CISR, and Academy Board of Directors appointed William J. Hold as President and CEO of The National Alliance for Insurance
The National Alliance for Insurance Education & Research Releases Insuring Healthcare Providers Course
This course is part of the PROFocus SeriesNational Alliance PROFocus SeriesNational Alliance PROFocus Series courses are open to all insurance and risk management professionals! Dues-paid National Alliance designees are eligible for update credit! PROFocus Series Courses—available in both classroom and instructor-led online formats—deliver high-level insurance and risk education for ALL industry, insurance, and risk management practitioners. These specialty courses are designed to build your industry-specific business and increase your income. More courses are open to all insurance and risk management professionals! Dues-paid National Alliance designees
2020 OUTSTANDING CSR of the Year STATE WINNERS Announced
AUSTIN, TX August 20, 2020 – Each year, a group of exceptional insurance professionals are chosen by The National Alliance for Insurance Education & Research to compete for
The Power of Female Insurance Producers
Dustyne Bryant, MBA, CIC, CISR- Personal Lines Academic Director Joan E. Sansing, CIC, ARM, AAI- Faculty- Dynamics of SellingThe Dynamics of SellingThe Dynamics of Selling Series is a multi-day insurance specific sales training course. Designed and taught by leading, insurance sales professionals who are active in the industry. The series takes the sales process, sales management, and agency/company relations to a new level. While many generic sales programs are available, Dynamics of Selling remains the only “insurance specific” sales training in Series is a multi-day
Are You Insuring A Pandemic Pod?
Dustyne Bryant, MBA, CIC, CISR- Personal Lines Academic Director The pandemic is lasting longer than we ever thought, and we’re all looking for new ways
New to the Insurance Industry? What’s the Next Step?
In this interview Mitch Dunford speaks with Paul Gaglioti, CIC, President of Diversified RiskUncertainty that may be either positive or negative arising from a given
The Top Three Reasons Your New Salesperson is Struggling
By Carletta Clyatt, The Omnia Group, Inc. Whether talented salespeople are born or made remains a topic of debate, with the answer undoubtedly lying somewhere
What’s That Sound? Could It Be Opportunity Knocking?
By Kenneth L. Fields, MSM, CIC, CPCU, CLU, ChFC About 10,000 baby boomers (76.4 million people born from 1946–1964) turn 65 every day in the
Refuting Myths and Misconceptions About Residential Water Damage: Inform and Encourage Clients to Adopt a Mitigation Mindset
By Anne Martin As a high-net-worth personal lines risk manager who specializes in water damage mitigation, I speak to homeowners frequently about the peril of
The National Alliance for Insurance Education & Research Offers 30 Insurance and Risk Management Topics at the 2020 Online Ruble MEGA Seminar
Austin, TX, April 6, 2020 – Registration is open for The National Alliance for Insurance Education & Research 2020 Online Ruble MEGA Seminar. Dues-paid designees can attend
Starting, Buying, Selling, and Perpetuating Insurance Agencies
You and your agency are at a transition point. Maybe you’ve reached a fork in the road or need to respond to an action you
What Got Us Here Won’t Get Us There: An Insurance Agency’s Roadmap to a Thriving Future
By Laura Sherman, CPRM, CAPI As we insurance agency professionals make plans for the future, the saying “what got us here won’t get us there”
Article: Are You Asking the Right COVID-19 Questions for Your Clients?
We are living in unprecedented times. COVID-19COVID-19 is a disease caused by a new strain of coronavirus. ‘CO’ stands for corona, ‘VI’ for virus, and
Creating a Culture of High Performance
By Carletta Clyatt With the pending arrival of Spring, many of us are inspired to contemplate new beginnings, fresh starts, and improved ways of being.
Mind the Millennial Gap
By Kelly Surles, CIC, CPRM, CISR, ACSR As one of the cities that is consistently on lists of the best places to live, or work,
Top 5 Things Every CSR Should Do
Customer Service Representatives are the backbone of the independent insurance agency. They must possess a multitude of skills to juggle tasks, stay informed and foster
Social Media for Your Insurance Agency: When, Why and How
Social media marketing can guide your insurance agency to more leads, promote consumer trust and heighten engagement with your target audience. Sounds pretty good, doesn’t it?
Producer Compensation: How Does Your Agency Stack Up?
Attracting and retaining talent remains among the top insurance agency challenges as the industry continues to face a shortage of qualified candidates intending to pursue
Aviation Insurance: Kobe Crash & Out of Control Claims
Last month’s tragic helicopter crash that killed NBA star Kobe Bryant, his daughter and seven others is putting aviation coverage on many insurance professionals’ minds
OCSRY 2018 Winner
Listen to 2018 OCSRY award winner, Ashley Fitzsimmons, as she talks about her experience in the risk and insurance, her passion for helping her clients,
Discourse, Discord, and Defamation: When Does the CGL Respond?
In the tumult of our modern public discourse, do you ever wonder how someone can blatantly…
Cultivating Leadership at the University Level
Filling the gaps in industry talent that will result from the retirement of baby boomers…
Keep Your Fingers on the Pulse of Customer Service
The CSR Profile, first published in 1995, has become the essential reference…
What’s that Sound? Could It Be Opportunity Knocking?
About 10,000 Baby Boomers (76.4 million people born from 1946–1964) turn 65 every day…
Difficult Clients Are a Part of Business: How you handle them sets you apart
Anyone who has worked in agency sales or service has a story about a difficult client or two…
Experiential Education—The Butler University Captive Way
In less than a decade, the insurance industry is set to experience a major talent gap…
Marijuana: New Markets and Legal Uncertainty
We’re hard at work, putting together new National Alliance courses on the trend toward legalizing marijuana…
Embracing Change: Positioning Your Business for the Future
As we continue to witness the transition of insurance distribution within our industry, the role…
Helping Your Commercial Clients through a Property Claim: From Basics to Business Interuption
Maintaining client relationships is critical for insurance brokers and agencies, especially…
Interested in Internships?
Internships represent a growing avenue for employers to attract and evaluate potential employees…
Drive into the future with the 2018 ISO PAP
One thing is for certain—Personal Lines is not static! We have seen more coverage revisions…
2018 National Outstanding CSR of the Year©
Presented here are the top five essays submitted for the 2018 Outstanding CSR of the Year® award. Competitors from across the nation shared their insights related
Socially Conscious Tech—To Address Life’s Challenges
Few would dispute that life brings challenges to all of us. People confront and sometimes struggle with those challenges in different ways. For those who
Opioids at Work: Employer Actions to Address the Risk
By Sue Mathiesen Our nation is facing the deadliest drug crisis in its history. The media’s coverage of the opioid crisis has been hard to
