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Apr 27
What Agency Data Deserves Your Attention?

As part of the new Best Practices for Agency Operations webinar series, Bobby Reagan, CEO of Reagan Consulting, presented a free 15-minute webinar Key Data – What to Watch – What to Be Concerned About.

During the session, Reagan encouraged agents to set priorities, establish a means to them, and learn how to understand those measurements. He also outlined key metrics and performance indicators for organic growth, including:

  • Organic revenue growth
  • Pipeline of prospects
  • Profitability
  • Productivity
  • Staff health
  • Balance sheet

Check out the full recording to learn what you should do with all this practical information. It's a fast, informative session!

While you're at it, you can also register for the remaining webinars in the series to gain additional insight into creating a Best Practices Agency culture:

  • Sales Velocity: June 28, 1:30-1:45 p.m. ET
  • Navigating Unconscious Biases to Enhance Your Agency's Success: July 11, 2-2:15 p.m. ET
  • Technology Insights: Aug. 24, 2:30-2:45 p.m. ET
  • Best Practices Study Update Highlights: Sept. 20, 1-1:15 p.m. ET
  • Preparing for 2018 Data Collection – with Applied Management Systems: Nov. 27, on-demand delivery
  • Preparing for 2018 Data Collection – with Vertafore Management Systems: Nov. 27, on-demand delivery

Review the 2016 Best Practices Study data for the current benchmarks and send program or webinar questions to Best Practices staff.


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