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Professionalism In a Family Run Insurance Agency | Running A Family Insurance Agency

Posted on August 14, 2023 by Kelly Donahue Piro

Does your agency struggle with the professionalism in a family run insurance agency?

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Have you questioned the professionalism in a family run insurance agency? When you work with family the highs are how and the lows can be very low. You all know each other so well, each persons strengths and weaknesses. This means we can often overlook the positives and focus on the negatives. In addition, many family members are skilled at knowing exactly what pushes everyone’s buttons.

One common complaint from the agency team members who work for a family run insurance agency is the lack of professionalism that can occur. When the agency becomes like a family living room you know you have a problem. When your at the office you need to hold a high standard of being professionals and air the family dirty laundry at home.

Family-run agencies can be successful, but it is important to maintain professional boundaries and separate work from home life. It is recommended to use first names instead of terms like “mom” or “dad” in the office, and to set up a family contract to outline what can and cannot be discussed in the workplace. It is also important to celebrate successes and milestones, as you would in any other business. If needed, there are resources available to help with setting up a successful family-run agency.

  • 00:00:00 Setting Professional Boundaries
  • 00:00:41 Family Contract
  • 00:01:01 Work Life Balance
  • 00:03:31 Two Year Program & Agency Assessment

We’re Agency Performance Partners; APP is your insurance agency’s best friend when it comes to training, strategies, brutal truth & tough love that’ll grow your agency with hugs & high fives along the way….just like a BFF.

Check out the APP Resources on Professionalism In A Family Run Insurance

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