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Best Practices Webinars

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The Best Practices research gives agencies and the industry key benchmarks and operational information on growth, profitability, productivity, and financial stability. This free webinar series offers snack-size bits of knowledge that can help create success in key areas of importance to agency operations. 

2018 Best Practices for Agency Operations Free Webinar Series


The Buyer Coverage Ratio: The Most Important Metric in Perpetuation
Brian Deitz, Reagan Consulting
July 23, 2018 (2:00 p.m. - 2:15 p.m. ET)

Market multiples and the flood of capital into the insurance distribution system have put internal perpetuation under siege. We’ll focus on the buyer coverage ratio – the one metric that best reflects buyer demand and perpetuation viability. We’ll discuss ways agencies can optimize their buyer coverage ratio and how to handle times when the coverage ratio is under pressure.
 
2018 Best Practices Study Overview
Tom Doran, Reagan Consulting
September 18, 2018 (2:00 p.m. - 2:15 p.m. ET)

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This year, the IIABA and Reagan Consulting will release the 25th Best Practices Study, which serves as the industry’s preeminent source for benchmarking data for high-performing insurance agencies.  This session will address the highlights from this year’s study and key metrics every agency should use to optimize performance and agency value.

The 2018 Update is not currently available and is scheduled for an August release.



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On-Demand Replay Links
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NEW: ACT Presents the Customer Experience Lifecycle
Handout​
This webinar will help explain the Customer Experience Lifecycle, including the six phases, how providing thee can ease business and increase sales and retention, tips and more.

NEW: Weighted Average Shareholder Age "WASA" 
Technology Insights
Webinar Recording

Navigating Unconscious Biases to Enhance Your Agency's Success
Webinar Recording


Key Data – What to Watch – What To Be Concerned About
Webinar Recording


Mergers & Acquistions as a Growth Strategy

2016 Best Practices Study Highlights
Producer Recruiting and Development

Best Practices Study - The Top FIVE Things It Can Help In Your Agency