Best Practices Webinars

The Best Practices research gives agencies and the industry key benchmarks and operational information on growth, profitability, productivity, and financial stability. These free webinars offer snack-size bits of knowledge that can help create success in key areas of importance to agency operations. Pick your topic area or watch the individual sessions.



2018thumbnailsm.jpgBest Practices 101

1) 2018 Best Practices Study Overview - Webinar recordingpresentation ​(PDF) and order report.​
2)  Key Data – What to Watch – What To Be Concerned About - 
Webinar recording
3)  Best Practices Study - The Top FIVE Things It Can Help In Your Agency - Webinar recording   ​
4)  2016 Best Practices Study Highlights - Webinar recording and presentation (PDF)


Key Metrics
1)  Best Practices - Key Metrics - Webinar recording ​and presentation (PDF) ​
2)  The Buyer Coverage Ratio: The Most Important Metric in Perpetuation​ - Webinar recording and handout​
3)  Weighted Average Shareholder Age "WASA" ​- Webinar recording​ and purchase 2017 Best Practices Study Update​
4)  Sales Velocity - Webinar recording and presentation (PDF)

Round Out Your Agency Efforts
1)  Technology Insights - Webinar recording
2)  Navigating Unconscious Biases to Enhance Your Agency's Success - Webinar recording and  presentation (PDF)
3)  ACT Presents the Customer Experience Lifecycle - Webinar recording​ and handout​

Growth and the Future
1)  Mergers & Acquistions as a Growth Strategy - Webinar recording and presentation (PDF)​
2)  Perpetuation Planning - Webinar recording and presentation (PDF)
3)  Producer Recruiting and Development - Webinar recording and presentation (PDF)