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Professionalism In Family-Run Insurance Agencies | Top 5 Family Run Agency Challenges

Posted on August 8, 2023 by Kelly Donahue Piro

Are you struggling with professionalism in family-run insurance agencies?

Let’s face it when working with family there are different norms. Do you call them mom or dad? Do family disagreements enter the agency? Or maybe do you all know how to push each other’s buttons? Working with family in an insurance agency is different and you have make sure you focus on professionalism – the agency is not your living room! All energy needs to be focused on working together and growing the agency. This means that family drama must be left at the door. When working together professionalism in family-run insurance agencies is critical.

Maintaining professionalism and clear boundaries between personal and professional relationships in family-owned businesses is critical. We emphasizes the need for fair hiring practices, an inclusive work environment with growth opportunities for non-family members, and clearly defined job roles with key performance indicators to help separate family from work and work from family. Most importantly how to handle disputes professionally.

  • 00:00:00 Clear Guidelines
  • 00:00:12 Professionalism
  • 00:00:33 Family Owned Businesses
  • 00:00:51 Boundaries
  • 00:01:23 Hiring Practices
  • 00:02:11 Long Term Goals
  • 00:03:16 Agency Assessment
  • 00:03:29 Action Plans
  • 00:03:45 Separating Family and Work

Check out the APP Resources on Top 5 Family Run Insurance Agency Challenges:

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