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Best Practices products offer a broad range of tools designed to meet your agency’s performance evaluation, research and management needs.

Tools include the "Interactive Agency Self-Diagnostic Tool," "Guide to Producer Contracts," "Customer Service Made Simple" and more. The foundation of the Best Practices resources is the 2013 Best Practices Study, updated annually, which details the inner workings of today’s most successful agencies and provides benchmarks to measure against your own agency’s performance. New to the library of resources is the free Sales Potential Quick Check, which will help your agency test and analyze how your employees are leveraging yoursales potential and what’s still untapped through an easy-to-use Excel spreadsheet.

 “Using the Best Practices Study-Your Guide to Agency Growth, Profitability & Value,” available in both webinar and podcast form and presented by industry expert Shirley Lukens of Reagan Consulting, will walk you through the different revenue categories in the study, show how to compare your operations and highlight new features: recruiting/developing talent, achieving organic growth, adjusting to health care reform and other top challenges.

Visit the Best Practices Gateway for an online tool to rank your agency performance against the Best Practices agencies. While browsing the gateway, you can also find a performance quick check that enables you to compare your agency’s performance in seven areas critical to agency value and provides an overall weighted performance score along with other resources.

Best Practices resources can help give you a complete picture of your current agency status and what is possible through effective agency management. For more information, email Best Practices staff.

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