Skip Ribbon Commands
Skip to main content
Nov 12
Best Practice Study Update, Webinar and More

Best Practices research provides unique insight into what the best agencies are doing to succeed through the ever-changing marketplace, trends and economy and can help answer some questions agency principals are considering as their agency develops their own growth efforts.

Benefit from the latest offerings:

  • The 2020 Best Practices Study Update provides benchmarking figures and an analysis of the latest financial and operating results of the study's participating agencies. The report includes a special feature area on how agencies can be prepared to navigate the current coronavirus pandemic issues, including lessons from previous industry disruptions.
  • The Guide to Producer Contract explains contract provisions, provides five sample contracts and includes a producer contract checklist. This 40-page guide walks the reader through the areas within an effective agreement and provides both the e-book PDF and sample contracts as a Word document.
  • A Best Practices mindset includes knowing your numbers and knowing how much working capital your agency truly has, along with enough cash to sustain the agency's operations. The on-demand webinar, Cash Flow: Is It Killing Your Agency?, is presented by RD Advisory Group and walks you through what you need to know to build financial awareness that incorporates the agency's balance sheet.


Visit the Best Practices page to order reports, view infographics that help explain key metrics and view the complete series of webinar offerings.

Questions can be sent to Best Practices staff.


Comments

There are no comments for this post.
image 
​127 South Peyton Street
Alexandria VA 22314
​phone: 800.221.7917
fax: 703.683.7556
email: info@iiaba.net

Follow Us!

Empowering Trusted Choice®
Independent Insurance Agents.​